October 19, 2021 – A new survey by fintech company Delta Data found that almost 60% of banks are using heavily manual processes in their approach to asset transfers within their trust and wealth management groups.
By Whitfield Athey May 30, 2019 – Despite grand predictions for AI’s impact on the industry, most operations professionals see little difference in their day-to-day from five or even 10 years ago. The sticking point for many is that their organization doesn’t know where to begin. But the best place is literally staring them in the...
Fintech company Delta Data announced the launch of an institutional profit and expense forecasting tool, IntelliCaster; designed track multiple economic models asset manager distributors to leverage to forecast everything from sales to fee data, according to the firm.*see full Delta Data article under Product section.
By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.