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For many asset management firms, the investor onboarding and ongoing lifecycle management processes are slow and fragmented. Firms are still relying on manually intensive and costly workflows underpinned by legacy technologies. These workflows inevitably create data silos and operational inefficiencies, and they significantly increase risk. Featuring insights from leaders at Fenergo, State Street Bank, and Cutter Associates, this report explores the key challenges currently faced by asset management firms regarding risk, compliance, and operating models, as well as some of the best-practice approaches to streamlining these processes through technology.

This report explores topics relating to data management and enterprise data management (EDM) solutions in the financial services industry, particularly among firms that engage in institutional investment. Using findings from a survey of leaders at financial services firms, the report reveals insights about high-level technology decisions being made in the industry. It also reveals critical information about key operational topics such as data integration, AI adoption, overall satisfaction with current technologies, firms’ ESG strategies, and the future of EDM solutions in the industry.

Mergers and acquisitions have become an important vehicle for growth and innovation. However, not enough organizations are considering the importance of data, data management, and data stewardship when analyzing a prospective company to acquire. They may be overlooking a vital resource for growth, as well as a potential opportunity for a smoother transition from company integration to value generation. This report is based on a webinar hosted by Affinity exploring the importance of data during a merger or acquisition.

To help ensure that you are up to date, FIMA 2023 is here to assist in all your data driven needs. In this Innovation Briefing, get a behind the scenes look at how major asset managers and financial service influencers are preparing for 2023 and beyond.

Enterprise Data Management (EDM) services are emerging as a turnkey solution for addressing the data challenges faced by financial firms. By consolidating multiple streams of data into one platform, EDM services enable organizations to quickly implement strategic plans while minimizing risk. This report explores what progress financial firms have made toward achieving their data goals, what benefits they’ve enjoyed through EDM services, and what plans they’ve made to improve their data operations in 2023.

To improve the return on investment (ROI) and reduce the total cost of ownership (TCO) of their data management operations, many investment firms are turning to data technologies and outsourced data management services. This report explores some of the ways that investment firms can overcome these challenges through a re-evaluation of their current solutions and partnerships. It also sheds light on the many benefits financial firms have realized thanks to their ability to outsource parts of their data operations.

In our reports and conferences, we pride ourselves on showing our audience a behind the scenes look at the Financial Services industry and where the future of data is headed. As a Data Management executive, you’ve had to quickly adapt to the changing Financial Services landscape. FIMA is here to help. In our newest Innovation Briefing, we’re giving you an exclusive look at how major Asset Managers and Financial Service influencers are preparing for 2022 and beyond.

To further optimize enterprise knowledge, finance organizations must be able to easily share, interpret, and capitalize on enterprise data, regardless of the user’s level of technical skill. The latest advances in technology make enterprise data available to many types of roles in the organization—whether they are technical or non-technical users—allowing for more insights, more trust, and better decisions. This report explores how finance organizations are leveraging modern data management technologies to provide their teams with broader, easier data access.

Driving the adoption of new financial data technology within an organization is always a challenge. But investments in financial data technology can significantly reduce risk, enhance data quality, improve compliance, and deliver value in the form of cost savings and actionable insights. In this report, we benchmark organizations’ progress toward a better technology foundation for financial data management. The report will identify technology adoption trends, establish key data strategies, and make recommendations for adoption, implementation, and driving business value with technology in financial information management.

Over the past several years, the role of the chief data officer (CDO) has evolved from being security-and compliance-oriented to being strategic and innovative. Not only are chief data executives of all stripes taking on a more progressive role in key business decisions, but the position itself is becoming an essential staple of forward-thinking organizations, especially at financial services organizations. This report provides benchmarking information about how CDOs are faring in a rapidly shifting regulatory landscape. It also will explore CDOs’ and other data professionals’ opinions on enabling an offensive approach to data management and their best practices.

While data management and data governance have been the dominating theme of FIMA, financial institutions are moving beyond just management and governance to include data analytics that deliver value to the business. Firms are now gaining additional value from investments made in strong data governance and quality. Robotic Process Automation (RPA), Data Lakes and Blockchain are key drivers to the next generation analytics we’re hoping to get to, but that progression is not without its challenges.