Over the years, Terrapin Technologies has worked with many financial institutions, in particular wealth management programs within banks and credit unions. Our customers have ranged in size, from small regional credit unions to large national banks. When talking with...
We talk a lot about data aggregation here at Terrapin Technologies, specifically financial data aggregation (aka account aggregation). But what exactly is financial data aggregation, and why does it matter? And what does financial data aggregation look like at...
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...
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 2021 DTCC processed 800 million securities...
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. According to data collected by...