Bblue2
Search
BB2_readmore.png
FINTECH TRENDS
Top 5 Financial Services Technology Trends vs. True Cloud
 
 
Periodically, we take stock of current trends in financial services technology that we think have a level of significance and currency that make them worth paying attention to.
 
BB2_LandingPage_Button_Read
 
DATA WAREHOUSE
Data Warehousing 3.0 - Understand the difference!
 
Data Warehousing 3.0 born of issues resurging from the early data warehouse versions, namely data warehousing 1.0 (the data mart) and data warehouse 2.0 (the schema).
 
BB2_LandingPage_Button_Read
 
cSCORE
cAccounting® - Gold Standard Accounting, Simplified
 
InvestCloud is agnostic to whatever accounting engine you have, and supports all of the popular...
 
BB2_LandingPage_Button_Read
 
CASE STUDY
Pitcairn – Multi-generational Family Office
 
 
Sue Devlin, CTO at Pitcairn, commented that prior to the InvestCloud implementation, “We knew our approach, which is typical of our peers, had issues of being error prone ...
 
BB2_LandingPage_Button_Read
 
SOCIAL MEDIA
Taking Social Media Seriously Q1-15 Update
 
With social media continuing to gain traction among key investor demographics, we periodically revisit the trends to underline the significance of the change these ecosystems represent for financial services sales and marketing. In terms of message placement and distribution, this growth ...
 
BB2_LandingPage_Button_Read
 
CASE STUDY
The Next Generation Family Office
 
The number of families with $50M+ has doubled in the last decade. Such growth, along with continued trust issues with large banks and brokerage firms, has expanded the growth opportunity for the family office business models.
 
BB2_LandingPage_Button_Read
 
CLIENT REPORTING
The End of Periodic Client Reporting
 
If client need is the driver, the periodic report may soon die. Over the last decade, the growing use of electronic reporting has given us evidence that client ...
 
BB2_LandingPage_Button_Read
 
FAMILY OFFICE
The Future Family Office – Daily Multi-Point Reporting
 
Many family offices, including some of the country’s largest and most influential, demonstrate that the range and complexity of demands placed on them by their clients, combined with concerns about security and privacy, have caused most of them to be slow in adopting cloud-based solutions. Many of these firms are still assembling drivers and collections of applications on internal servers, including homegrown applications built in Excel. These collections generally do not work together ...
 
BB2_LandingPage_Button_Read
 
linkedin_BB2
twitter_BB2
youtube_BB2