Trust in data is a frequently cited issue at the executive level. According to a 2021 study by HFS Research, 89% of business executives cited “a high level of data quality” as key to business success. However, 75% of business executives do not have a high level of...
A Case for Real-Time Data Analytics In this article, we will examine the value of real-time data analytics for broker-dealers, including what it is, why it matters, and its vital role in business intelligence and data-driven decision-making. In short, real-time data...
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...