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Search Result for : automation

Our Impact Story

Automation of futures rolling analytics for a futures trading desk of a global investment bank

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Valuation modelling and roll out process automation

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Automation in Credit Risk Monitoring

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Our Impact Story

Risk Data Analytics & CECL Report Automation for US Investment Bank

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Our Impact Story

End-to-end risk data warehousing support and CECL report automation for US-based top investment bank

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Investment compliance automation – the art of doing more with less

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Automation critical for productivity enhancement

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Video Library

How does CRE resonate with Automation?

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Compliance in the Age of Automation: Why Human Expertise is Still Essential

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Insights

MARKETING AUTOMATION TRENDS in the financial services sector

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Adapting automation for remote working in the asset management industry

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News

Acuity Knowledge Partners (Formerly Moody’s Analytics Knowledge Services) Steps Up Automation Drive in Banking

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Solution

E-mail Marketing & Marketing Automation

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Insights

Robotic Process Automation

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Our Impact Story

Automation of Futures Rolling Analytics for Futures Trading Desk of a Global Investment Bank

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Impact of Automation on Market Research

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Beat Tool

Broker vote and scorecard automation tool – a strategic product for investment research firms

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Measuring Success in Research Automation – Cost Savings or Value Addition?

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Creating Competitive Advantage for sell-side firms with Automation

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Our Impact Story

Centralization and Automation of Updates

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Artificial intelligence in investment banking – opportunities and challenges

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Our Impact Story

End-to-end operational support in compliance, RFP and ESG functions to a global asset manager

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How investment management companies are using Adobe Experience Platform for effective web analytics and insights

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Navigating global regulatory challenges in asset management – a CXO’s playbook

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The importance of investment compliance in asset management

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Author

Himanshu Singh

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Driving product strategy in a dynamic cost environment

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The role of investment writing in times of financial crisis

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Author

Nitish Marwah

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Navigating overcapacity in China vis-à-vis US and EU trade policies

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Author

Aditya Bakliwal

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Payments evolving to accommodate cross-border and real-time capabilities

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Fintech firms – tough competition to US banks in the cash management account segment

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Impact of interest rate cut on the banking sector

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Optimising shadow accounting activities in middle-office operations

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Our Event

InvestOps Europe

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SUPER RETURN ASIA 2024

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Boosting technology spends for new-age deal sourcing by investment banks and advisory firms

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Guideline coding: The requirement and best practices to ensure robust monitoring

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Our Event

TSAM New York 2024

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7th Private Equity Europe Forum

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APLMA Annual Conference 2024

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Enhanced loan operations in banking

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Managing client expectations: balancing flexibility and compliance in investment guidelines

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Autonomous mobility – the road to a driverless future

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Charles River Development – a one-stop solution

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Corporate America: On a Bankruptcy Boom

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Technology as a growth driver

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Outlook by sectors

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Streamlining investment-monitoring processes: overcoming operational challenges

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Our Event

World Credit Union Conference 2024

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A Note On Our Budgetary Expectations for Environmental Reforms in India

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Artificial intelligence (AI) and machine learning (ML) – transforming the US insurance sector

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Customer experience analytics – trends to watch for in 2024

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Beyond web content: enhance your content’s SEO compatibility with Siteimprove

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Sales enablement and beyond with Seismic – Unlocking synergies with marketing technology

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Our Event

IBA, NBA, OBA & WBA Annual Convention

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Our Event

Banking Transformation Summit 2024

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Author

Vivek Singhal

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Unlocking the Potential of Documentation for Enhanced Client Onboarding

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The SEC’s new private fund advisor rules – a fair ecosystem for investors

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Our Event

Bonds, Loans and Sukuk Middle East

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US’s Shorter Trade-Settlement Cycle: Impacts and Strategies

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Harnessing the power of artificial intelligence (AI) in clinical trials

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12th Annual Private Equity New York Forum

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Our Event

HFM Middle East Summit 2024

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Who We Serve

Corporate and Investment Banks

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Optimising returns through strategic portfolio management and performance monitoring

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Accelerating efficiency in generating business reports

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Product marketing data specialists in asset management

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An investment analysis playbook for building efficient portfolios

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Panel evolution: adapting to changing trends in research

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Investment compliance – why needed, trends and best practices

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Insurance technology (insurtech) – reshaping the insurance sector landscape

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Our Event

2024 Bank Presidents Seminar

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Commercial Real Estate Lending Trends: Key Insights

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Navigating global compliance challenges with Acuity Knowledge Partners

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Credit ratings – understanding their importance and meaning

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Higher interest rates and limited credit – the challenges and opportunities facing real estate in 2023

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Staying ahead of the curve with Microsoft Copilot generative AI

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Our Event

FT Live Global Banking Summit 2023

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Digitalisation – revolutionising the oil and gas sector

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The importance of continuous ongoing compliance monitoring

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Data scrubbing: the nucleus of data integrity

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Author

Aditya Mishra

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How Acuity is leveraging Qualtrics for effective market research

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Portfolio remodelling by pharma companies – strategies for sustainable growth

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Harnessing the power of customer insights software for market research success

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The impact of artificial intelligence on finance – optimising the future

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Author

Gabriel Alonso Zuniga Cedeno

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Offshoring to drive efficiencies

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Data integration – a critical functionality for index providers

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Net-zero hotels – the next step in sustainability

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Our Event

Sales enablement and beyond with Seismic – Unlocking synergies with marketing technology

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Outsourcing trade finance operations – a strategic move to streamline processes for business growth

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India’s virtuous cycle of evolution

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Expert

Yash Chanana

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Transitioning to sustainable fashion mitigates environmental impact of fast fashion

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Data-driven digital marketing to increase user engagement through search engine optimisation (SEO)

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Exploring the evolution of factsheets through the technology lens

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Our Leadership

Mohit Mittal

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Expert

Kiran Kumar

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Our Leadership

Keshava Chandrappa

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Blogs

FCA business plan 23/24 – summary and focus areas

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Wealth management – overview, advisor’s role, disruptions and industry response – Part II

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DARQ technologies through a financial lens

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Author

Sanjay Rawal

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Web 3.0 for banks – redefining the current lending format

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The changing role of digital marketing in financial services

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Author

Shreedhar Mohta

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Factors that make trade finance operations more dynamic

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AI in Algorithmic Trading: Future of Smarter Investments

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Why effective covenant monitoring is essential for credit risk governance

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Recent trends in the cryptocurrency market

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Technology a catalyst for future deals

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Remote/hybrid working – the new normal

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Market research trends to look for in 2023

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Cannabis – the next big financial investment

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Will artificial intelligence replace the seasoned trade document checker?

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Wealth management – key trends for 2023

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Renewed email marketing approaches for the asset managers of tomorrow

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Adopt a specialist-centric Seismic process to optimise tech spending

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Fintech in banking: why the future looks brighter together

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Blockchain securitisation – a revolution in global structured finance

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Artificial intelligence (AI) and machine learning (ML) in Banking

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Private equity – strong amid a recession

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Best practices for effective data visualisation

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Digital ESG communications from a compliance perspective

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Floating solar: the changing landscape of solar energy

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Exploring use of blockchain technology in the market research sector

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Role of risk management in commercial real estate (CRE) wealth creation

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What led to the global supply chain crisis, and is an easing due in the near future?

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The impact of technology on market research

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Metaverse- A Parallel Universe?

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Comprehensive Oncology Market Research and Global Insights

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Author

Shayan Kar

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Leveraging search engine optimisation/paid ads to boost return on investment in asset management

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Telemedicine trends

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Commercial real estate trends 2022

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Inflation: An outcome of supply chain disruptions

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Author

Richa Prakash

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Personalisation: the key to client retention

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Digital transformation of the airline industry: the pathway to a faster recovery and improved profitability

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Are asset and wealth managers well aligned with their sales support?

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Video Library

CRM Analytics

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How retail banking is reshaping post-pandemic

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The Road Ahead for Fund Houses

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The UK CRE market – will it land on its feet?

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Evolving life sciences sector

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Technology impact on trading and compliance

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Top 10 mistakes in commercial real estate (CRE) transactions

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Emerging Trends in Retail Lending

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Why lending transformation requires a new business paradigm?

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Consulting in 2022: Exploring the key themes

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Trends to keep an eye on in the investment banking industry in 2022

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Wealth management industry – trends to explore in 2022

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Consultancy trends in 2022

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Steep fall in US Treasury rates – a chronic risk

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Increased lending risks to consumer mortgages prompt a shift in regulatory landscape

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US political risks elevated – midterms ahead

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How alternative lenders are filling the gap in the SMB lending market

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Multifamily real estate – lenders’ preferred choice in the current market

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Proposal management in a fast-evolving transaction banking landscape

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A glimpse into Seismic and the evolution of sales enablement

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Seeking wealth management growth opportunities through niche marketing

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Applied data science for financial markets

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Impact of digitalisation in factories

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Author

Vikas Jha

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Blogs

Part 8: Maintaining the momentum

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EDGE – Acuity’s award winning solution transforming the consultant database universe

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The next big thing in banking – Customer Experience

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Operational transformation in lending-The Four Building Blocks

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The evolution of due diligence in the asset management industry

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Why it is increasingly important for investment banks to find the right outsourcing partner

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The US stimulus package and its impact on the global economy

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Flexible and low-cost model for expanding research on the China market

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