White Paper Archive - Page 4 of 10 - Davies

White Papers

Capital Markets
Operating Strategy & Transformation

The Road to T+1

As at February 15th 2023, the US Securities and Exchange Commission (SEC) has committed to a May 2024 implementation date for accelerating the trade settlement cycle to T+1.

A Strategic Approach to Client Lifecycle Management

The paper encourages a holistic approach to CLM, helping firms create a framework that supports sustainable growth.

Asset & Wealth Management
Operating Strategy & Transformation

The Future of Client Reporting

We are at the start of a surge in digitalisation in client communication.

Asset & Wealth Management
Operating Strategy & Transformation

Davies Operational Resilience Market Insights Survey 2022

Our study offers detailed insights into the key challenges of incoming FCA PRA regulation.

Capital Markets
Operating Strategy & Transformation

Davies’ KYC Managed Service for Exchanges and CCPs

Billion-dollar fines, spiralling frustration and clients facing jail – or compliant KYC, new revenue streams and satisfied clients?