Data and Technology Articles

Getting Started with DTCC Wealth Management Services
Getting Started with DTCC Wealth Management Services

DTCC Wealth Management Services At a high level, it’s easy to understand the value of using DTCC’s wealth management services. DTCC can help broker-dealers streamline manual processes and reduce overhead; this is particularly true for large financial institutions that spend millions of dollars on post-trade activities. But what about small to medium-sized organizations? When does […]

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DTCC’s Vital Role in Post-Trade Processing
DTCC’s Vital Role in Post-Trade Processing

An Overview of DTCC The Depository Trust & Clearing Corporation (DTCC) plays a vital role in the financial services industry. DTCC provides clearing and settlement services for the world’s financial markets. In 2019 DTCC processed 654 million securities transactions valued at more than $2.15 quadrillion (a quadrillion is a thousand trillion). After reading that last […]

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5 Steps to a Successful Technology Implementation
5 Steps to a Successful Technology Implementation

Enterprise-level technology implementations are known for being a challenging and complex process. Shoddy planning, poor communication, and corrupt data can be detrimental not only to the project but to the organization as a whole. A study on ERP projects found that 28% percent of organizations rated their latest implementation as a failure. It’s no wonder that […]

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Why Data Quality Management Is Crucial for Investment Firms
Why Data Quality Management Is Crucial for Investment Firms

The Consequences of Poor Data Quality We talk a lot about data quality and data management. When consulting with investment firms, we frequently use the phrase “get your data in good order.” But what does that really mean? And why does it matter? The bottom line is this: poor data quality can cause inaccurate reporting, […]

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How to Build a Business Case for Technology Investments
How to Build a Business Case for Technology Investments

What is a Business Case and Why You Need One Building a strong business case for technology investments is critical. Many projects fail due to poor project planning or lack of executive buy-in and support, or a combination of each. Building a business case will help lay the groundwork for a solid project plan as […]

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