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Argos Risk, Gatekeeper Partner For Risk Management Services

PYMNTS

Director Patrick O’Connor said in the release that the partnership with Argos will be good because it will allow for new up-to-date risk analysis for Gatekeeper’s existing clients. It generally allows businesses to keep their scorecards clean and do away with unnecessary risk.

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The Real-Time Visibility of Sage Intacct Opens New Doors for Your Family Office

https://trustedcfosolutions.com/feed/

Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. Investment risk management.

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For FI Account Openings, Serving The ‘Segment Of One’

PYMNTS

Studies have shown that 70 percent of applicants want to open their accounts digitally. In an interview with Feedzai Chief Product Officer Saurabh Bajaj , the executive told PYMNTS that consumers who have embraced mobile banking don’t want to interface with people or paper when opening their accounts. Bringing AI Into The Picture.

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Turning Currency Volatility Into A Global FX Strategy

PYMNTS

According to Frey, if an exchange rate shift of more than 10 percent would negatively impact a company’s PNL (profit and loss) or ability to generate revenue, then, regardless of size, that company should deploy an FX risk mitigation strategy. Data from these platforms is instrumental in accelerating risk analysis, Frey explained.

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Opus Accelerates KYC Automation For Banks

PYMNTS

Compliance and risk management technology provider Opus is launching a new Know Your Customer (KYC) workflow solution for banks. 29) said Opus is rolling out its Clarity KYC solution to automate KYC workflows and enhance risk analysis. A press release on Tuesday (Jan.

Banking 46
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World’s Best Sub-Custodian Banks 2024: Regional Winners

Global Finance

Clients benefit from a robust central custody system, with the DBS Ideal Securities digital platform to manage their securities positions and transactions through a comprehensive dashboard displaying trade information and functionality along with corporate actions and customized reporting capability.

Banking 52
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World’s Best Sub-Custodian Banks 2024: Regional Winners

Global Finance

Clients benefit from a robust central custody system, with the DBS Ideal Securities digital platform to manage their securities positions and transactions through a comprehensive dashboard displaying trade information and functionality along with corporate actions and customized reporting capability.

Banking 52