capitalmarketsciooutlook
Era of the Smarter Advisor delivered with Cognitive Computing

Era of the Smarter Advisor delivered with Cognitive Computing

Roger Hu, Partner, Financial Markets & Wealth Management Leader, IBM Global Business Services

A Unique View across the Business Lines

A Unique View across the Business Lines

James Bates, VP, Finance Shared Services, The MENTOR Network

FP&A of the Future: Emerge as a True Strategic Partner

FP&A of the Future: Emerge as a True Strategic Partner

Nick Fischer, SVP & CFO, Betteridge

Array

Current Issue

Imagine Software: Inspiring Next-Gen Investment Management

Trade and technology—these two sectors are becoming intertwined every passing day, thanks to the demands for more accurate and faster results. CFOs are not mere spectators to this ever-changing nature of the trading scenario; most organizations are leveraging technology best practices with traditional systems enhanced with third-party solutions. All attempts are directed at the sole objective—reviving the market from the regulatory changes made during the financial crisis, along with the shrinking volatilities in the global cash equities markets.

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Three Key Themes to Shape the Remainder of the Year

Three Key Themes to Shape the Remainder of the Year

Mona Mahajan, US Investment Strategist, Allianz Global Investors

Trade tensions with China have escalated and continue to be a source of uncertainty for markets.

Navigating Digital Transformation Challenges in Financial Security

Navigating Digital Transformation Challenges in Financial Security

Brian Hosie, VP of Engineering, Lendio

The golden rule is to treat your customers’ data like you would want your own personal data to be treated and handled.

5 Ways to Build Wealth Management Relationships in a Digital Era

5 Ways to Build Wealth Management Relationships in a Digital Era

Bill Martin, CFA, Chief Investment Officer, INTRUST Bank

AI applications may present advisors with best next actions for servicing and retaining clients based on deep analysis of internal and extaernal client data.

Why Buy-Side Needs to Step Up to the Potential of Technology Innovation

Why Buy-Side Needs to Step Up to the Potential of Technology Innovation

Ranjit Tinaikar, MD, Advisory & Investment Management, Thomson Reuters

The pendulum has clearly been swinging in favor of the buy-side (made of fund manufacturing and distribution professionals in Asset / Wealth Management firms) away from the sell-side.

Hospital Finance: Serving Patients as Consumers Improves the Bottom Line

Hospital Finance: Serving Patients as Consumers Improves the Bottom Line

Ned Borgstrom, Jr., Former CFO, El Camino Hospital

A recent industry conference called Healthcare Consumerism Symposium highlights the rapid change that is happening within the healthcare industry.

The Data Driven World

The Data Driven World

Alex Pettit, CIO, State of Oregon

We live in a data-driven world, where big data is being generated by every digital process, systems, gadgets, and sensors around us

Meeting the Changing Needs of Customers

Meeting the Changing Needs of Customers

Joseph Santamaria, CIO, PSEG [NYSE: PEG]

Customers expect interactive technology to provide faster, more accurate customer information and, where possible, specific and contextual information.

Innovation through New Technologies

Innovation through New Technologies

Daniel Friel, CIO, International Securities Exchange Holdings, Inc.

At ISE, we use cloud computing as an innovation platform to support our research and development efforts and explore opportunities before bringing them to market. Given the latency requirements around operating a financial marketplace, the cloud is not a feasible alternative for our core production

Data as a Business Resource

Data as a Business Resource

Jamie Adams, CIO, Mspark

Organizations should identify a winning combination of leading and lagging indicators for business and mitigate risks associated with bad data.

The Challenge: Leveraging Existing Technologies

The Challenge: Leveraging Existing Technologies

Alvina Antar, CIO, Zuora

The challenge for most CIOs is to leverage existing technologies but not be limited by them.

Mutually Beneficial Environment is the Key to Success

Mutually Beneficial Environment is the Key to Success

Howard Bruck, CIO, Sterling National Bank

CIOs are making the business case that banks compete and win by being better at leveraging technology to win customers and operate efficiently.

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