capitalmarketsciooutlook
risk

5 Ways to Build Wealth Management Relationships in a Digital Era
Capitalmarketsciooutlook >> cxoinsights

Bill Martin, CFA, Chief Investment Officer, INTRUST Bank

Technology is enabling financial advisors to develop better relationships with their clients. In the past, aadvisors had to split their time doing manual tasks and servicing clients. Today, technology allows advisors to devote more time with...

In Pursuit of Smarter Profits: Capital Market Efficiency through Automation and Distributed Computing
Capitalmarketsciooutlook >> cxoinsights

David Snitkof, Head of Data Integration and Insights, Kabbage

Those of us who have thought about the future of capital markets have envisioned a world where investor preferences and asset characteristics can all be expressed in code, and a smart matching engine can execute trades that maximize the efficiency...

Five Ways to Build Wealth Management Relationships in a Digital Era
Capitalmarketsciooutlook >> cxoinsights

Bill Martin, CFA, Chief Investment Officer, INTRUST Bank

Technology is enabling financial advisors to develop better relationships with their clients. In the past, advisors had to split their time doing manual tasks and servicing clients. Today, technology allows advisors to devote more time to clients,...

Finding Opportunity in KYC
Capitalmarketsciooutlook >> cxoinsights

Anne Sharkey, SVP Operations, First Internet Bank

KYC regulations revolve around the responsibility of banks to understand their customers and their financial transactions in order to discover and report any illegal or unusual activity regarding money laundering and terrorist financing...

Finding Opportunity in KYC
Capitalmarketsciooutlook >> cxoinsights

Anne Sharkey, SVP Operations, First Internet Bank

KYC regulations revolve around the responsibility of banks to understand their customers and their financial transactions in order to discover and report any illegal or unusual activity regarding money laundering and terrorist financing...

Cognitive Automation and the Disruption of Business Services
Capitalmarketsciooutlook >> cxoinsights

Cliff Justice, Partner, Innovation & Enterprise Solutions, KPMG

The advancing capabilities of Robotic Process Automation (RPA), Machine Learning and Cognitive Technology holds the promise of transforming Business Services and creating a new category of digital labor. But in order to avoid some of the potential...

What Business Leaders Don't Know About Their Sales Tax Compliance
Capitalmarketsciooutlook >> cxoinsights

James Paterson, VP and GM of Wolters Kluwer Tax & Accounting North America, Corporate Indirect Segment

Most IT and tax teams are unsatisfied with their current tax software. Additionally, businesses still underestimate the likelihood and costs of sales and use tax mistakes. Here’s how to address these issues at your company. Business...

How do Data and Analytics-Savvy CFOs Stay Ahead of the Game?
Capitalmarketsciooutlook >> cioviewpoint

John Rodgers, CIO, Senior Managing Director Financial Services and Retail

Digital disruption and the evolving business landscape have significantly changed the C-Suite’s directive. While all executives must understand how to embrace this new landscape, few play a role as critical as the CFO. In addition to...

Is Your Firm Ready for Hyper-Contextual Trading?
Capitalmarketsciooutlook >> cxoinsights

Andrew F Bach, Chief Architect for the Financial Services Team, Juniper Networks

Fast is good, but smart is better. As profits from high-frequency trading have eroded, capital market firms are shifting their focus to high-intelligence trading. Microseconds, milliseconds and nanoseconds will always matter, but a...

Blockchain: Where Are We Headed?
Capitalmarketsciooutlook >> cxoinsights

Joshua Q. Israel Satten, Director, Sapient Global Markets [NASDAQ:SAPE]

Blockchain technology is becoming more divergent. A technology that’s come into the public conscience per the creation of Bitcoin, which itself is still nascent, blockchain has seemingly become a household term through rampant...

Blockchain: Where Are We Headed?
Capitalmarketsciooutlook >> cxoinsights

Joshua Q. Israel Satten, Director, Sapient Global Markets [NASDAQ:SAPE]

Blockchain technology is becoming more divergent. A technology that’s come into the public conscience per the creation of Bitcoin, which itself is still nascent, blockchain has seemingly become a household term through rampant...

Information Security is More than Information Technology
Capitalmarketsciooutlook >> cioviewpoint

Nick Coussoule, SVP & CIO, BlueCross BlueShield of Tennessee

Training, education, role play, and more training are the key ingredients of a secure organization, because at its core, information security is about people. Generally they are the weakest link in the security chain, yet they are also the first...

Enhancing Capital Markets with Technology
Capitalmarketsciooutlook >> cxoinsights

Ege Tanor, VP, Capital Markets, Insikt

In the aftermath of the global financial meltdown, most would have considered it an unlikely notion to make small, credit-building loans to working families shunned by banks, and then securitize those loans in frequent, small bond offerings sold...

Enhancing Capital Markets with Technology
Capitalmarketsciooutlook >> cxoinsights

Ege Tanor, VP, Capital Markets, Insikt

In the aftermath of the global financial meltdown, most would have considered it an unlikely notion to make small, credit-building loans to working families shunned by banks, and then securitize those loans in frequent, small bond offerings sold...

Risk Assessment- Keeping Cyber Bully Away
Capitalmarketsciooutlook >> cioviewpoint

Paul Ernst, CIO, Sandler Capital Management

Two roads diverged in a wood, I took the one less travelled by, and that has made all the difference.” – Robert Frost This sounds like a great way to mitigate risk in some instances, but in today’s advanced, technology-driven...

Risk Assessment- Keeping Cyber Bully Away
Capitalmarketsciooutlook >> cioviewpoint

Paul Ernst, CIO, Sandler Capital Management

Two roads diverged in a wood, I took the one less travelled by, and that has made all the difference.” – Robert Frost This sounds like a great way to mitigate risk in some instances, but in today’s advanced, technology-driven...

The Road to an IT Global Operating Model
Capitalmarketsciooutlook >> cioviewpoint

Keith Dennelly, CIO, Asset Management, Fidelity Investments

For years, the technology team serving Fidelity Investments’ asset management division was managed as a collection of independent groups that built customized solutions for their respective business areas. It resulted in redundant...

CTO Job Qualifications: "No Longer Just Information Technology Disciplines"
Capitalmarketsciooutlook >> cxoinsights

Curt Schumacher, VP & CTO, Chicago Board Options Exchange (CBOE)

In the financial world, the scope and impact of information technology evolves rapidly. The role of chief technology officer (CTO) at a U.S. financial exchange goes beyond the “traditional” IT realms of hardware, networking and...

CTO Job Qualifications: "No Longer Just Information Technology Disciplines"
Capitalmarketsciooutlook >> cxoinsights

Curt Schumacher, VP & CTO, Chicago Board Options Exchange (CBOE)

In the financial world, the scope and impact of information technology evolves rapidly. The role of chief technology officer (CTO) at a U.S. financial exchange goes beyond the “traditional” IT realms of hardware, networking and...

Technology Is Important, but So is Good Process like Table Top Exercises to Mitigate Risk
Capitalmarketsciooutlook >> cioviewpoint

Georgette Kiser, CIO, The Carlyle Group

Information Technology deals with infrastructure and application development technologies and solutions to help companies that operate in the capital markets. But what about good process to mitigate risk across the capital markets? This too, can...

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