Category: Articles
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Designing a scalable IR tech stack: What fund managers need to know
Recently, we had a discussion with Jen Jackson from Alpha Alternatives and Dave Gilligan from Atominvest about how top fund…
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System selection for valuation technology platforms
This is part-2 of a Valuations series. Introduction The following is a discussion of the key selection considerations when deciding…
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Why metadata is marketing’s hidden superpower
Most financial marketing teams these days run lean. Tight deadlines mean every initiative must justify its ROI, so it’s easy…
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Digital experience and client experience are now inseparable in wealth management
Digital experience has become an essential component of a wealth manager’s client offering. As client expectations increase based on their…
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What are the latest trends in asset management operations?
Alpha’s 2024 Global Operations survey highlights the increasing pressure on margins, which is driving a widespread industry commitment to cost…
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Banish boring and put a creative spark in your marketing
Let’s be honest – marketing in financial services isn’t exactly a Wild West of creativity. Between compliance, regulation and a…
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Why management teams should embrace sell-side commercial due diligence
In this whitepaper, we explore why management teams should embrace sell-side commercial diligence and how it can serve as a…
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Unlock a new era of investor reporting: Scalable, transparent, and built for growth
Unlock a New Era of Investor Reporting: Scalable, transparent, and built for growth Investor reporting is a key function for…
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Begin with the end in mind: Why business transformation starts with reporting
Over the past 15 years, I’ve assisted hundreds of enterprise companies in evaluating, selecting, and implementing modern reporting solutions that…