NICSA Industry News Digest | March 2015

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

Breakout Session Recap | Big Data–Get a competitive edge

This NICSA News Guest Blog feature was written by Chuck Gallant, Managing Director, BNY Mellon. This post is a recap from the BNY Mellon sponsored breakout session: "Big Data-Get a Competitive Edge" at the 2015 NICSA Strategic Leadership Forum.

Breakout Session Recap | Harnessing Data & Technology to Propel Distribution Efforts

This NICSA News Guest Blog feature was written by Beverly Dube, Vice President of Client Services, at Celera. This post is a recap from the Celera Systems sponsored breakout session at the 2015 NICSA Strategic Leadership Forum.

Day 2 Highlights from the 2015 NICSA Strategic Leadership Forum

Welcome to day 2 of the 2015 NICSA Strategic Leadership Forum! This morning kicked off bright and early in the resource center with breakfast, exhibitors and roundtable discussions. Led by the NICSA Technology Committee, attendees ate and discussed a variety of topics including: SDLC-Agile, data analytics, robo advisors, speech analytics, eDelivery, CRM and strategic management of data.

Day 1 Highlights from the 2015 NICSA Strategic Leadership Forum

The highly anticipated 2015 NICSA Strategic Leadership Forum has commenced. Many attendees started early Sunday on the Troon Golf Course where over two dozen foursome’s hit the links for a sunny day of networking and fun.

NICSA Industry News Digest | February 2015

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

Trends in Intermediary Oversight | 3 tips for fund companies

Omnibus accounts are now the norm for keeping records of shareholder accounts sold through intermediaries. But with a recent focus on intermediary oversight    -- happening just within the past few years -- the policies and procedures that funds and their transfer agents use for monitoring these accounts are still evolving. Ken Larsen, Vice President of Intermediary Services at Boston Financial Data Services, summarized trends in intermediary oversight on a NICSA webinar held in November 2014.

NICSA Survey | Tell us what you think…

For the upcoming year, NICSA is looking into offering new services to professionals in the investment industry, but we want to hear from you first. Take this quick survey and let us know what you think...

EQ | 6 tips to becoming a star performer

A recent NICSA webinar featuring a speaker from Eaton Vance and expert Jen Shirkani, president and CEO of the Penumbra Group, took a look at research showing that employees with high EQ have more successful careers, make more money, and have more influence. Here are 6 tips and tools for developing your EQ and boosting your star power.

Challenging the paradigm | Top distribution strategy trends for 2015 and beyond

A panel of experts from EY, Boston Financial and Capital Group speaking on distribution trends during a recent NICSA webinar speculated that it’s only a matter of time before firms such as Apple and Google enter the financial advice business. This post examines how fund complexes can prepare to compete in these challenging times.

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