Data Analytics: The Value of Business Intelligence Reporting

Data Analytics: The Value of Business Intelligence Reporting

Firms across the asset management industry are increasingly focused on transforming into customer-centric, data-driven organizations. NICSA members discussed this movement and gained a deeper understanding of trends in business intelligence during a breakout session at the 2018 GMM. Lyndsay Noble, Lead, Analytics Consulting Practice, DST Systems, moderated the panel, which featured experts from BNY Mellon,…

Protecting the Franchise: Managing Risk in the Global Economy

Protecting the Franchise: Managing Risk in the Global Economy

NICSA members learned strategies for surviving and thriving in uncertainty during a session on the topic at last month’s General Membership Meeting. Antonio Crombie, Strategic, Regulatory and Operational Risk Management Leader at Deloitte, lead a panel of experts from Foreside, Putnam, and SEI through the discussion, which was centered on best practices. TRENDS IN RISK MANAGEMENT…

Advisor Feedback: Success Strategies from Top Performers

Advisor Feedback: Success Strategies from Top Performers

“There’s no better way to up your game than to listen to your clients,” said Mary Kralis Hoppe, CIMA, Senior Vice President, Field Sales, US Global Wealth Management at PIMCO Investments, during a panel on advisor feedback during the NICSA GMM last month. “Oftentimes, there are a lot of disconnects as to what we think…

Fraud Alert: Current Trends & Prevention Techniques

Fraud Alert: Current Trends & Prevention Techniques

The latest technological innovations are bringing enhanced customer experiences to financial organizations, but with those milestones come new cybersecurity threats. As protecting firms and clients becomes a growing and evolving concern, it’s more important than ever to stay one step ahead of cyber criminals. NICSA members tackled this topic during a breakout session on best…

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