Financial Techtelligence

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Financial Techtelligence

Author : Bryan Mills
Publisher : Wiley
ISBN 13 : 9781119182535
Total Pages : 0 pages
Book Rating : 4.1/5 (825 download)

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Book Synopsis Financial Techtelligence by : Bryan Mills

Download or read book Financial Techtelligence written by Bryan Mills and published by Wiley. This book was released on 2021-12-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Raise the bar for meaningful customer connections, time efficiency, and exceptional performance accuracy with effective use of technology Financial Techtelligence is the financial advisor's guide to practice enhancement through the strategic use of technology. With over 20 years of experience as a financial consultant to private investors, author Bryan Mills has steered his expertise toward helping other financial professionals develop a general understanding of how technology will create a more personal experience with useful time-saving and practice-improving strategies. In this book, he demonstrates how technology can help your practice thrive and offers a clear blueprint for effective implementation. You'll delve into the four benchmarks of a successful technology strategy—Audience, Budget, Due Diligence, and Expectations—and learn how to appropriately define each step to best suit your specific practice. Technology continues to help stockbrokers, financial advisors, insurance agents, and other financial services professionals raise the bar for performance, and it's time for you to claim these advantages for your own practice. Rapid technological innovation has brought about game-changing tools that harness the power of cost-effective trends in marketing and practice management. This book shows you how to choose the tools that are best for your practice, and leverage their capabilities to improve the customer experience. Identify and target your customer base Develop a budget for reaching your goals Understand your strategy's risks and rewards Set realistic expectations without aiming too low Every financial services professional is constantly on the lookout for that one great idea that will rocket their practice to the top. Better practice management, more streamlined operations, higher levels of client service, and of course, optimal outcomes are the cornerstones of exceptional financial service firms. Financial Techtelligence shows you how technology can get you there, and how to implement a strategy customized for your practice.

Introduction to Financial Technology

Author : Roy S. Freedman
Publisher : Academic Press
ISBN 13 : 9780123704788
Total Pages : 351 pages
Book Rating : 4.7/5 (47 download)

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Book Synopsis Introduction to Financial Technology by : Roy S. Freedman

Download or read book Introduction to Financial Technology written by Roy S. Freedman and published by Academic Press. This book was released on 2006 with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial technology environment is a dynamic, high-pressured, fast-paced world in which developing fast and efficient buy-and-sell order processing systems and order executing (clearing and settling) systems is of primary importance. The orders involved come from an ever-changing network of people (traders, brokers, market makers) and technology. To prepare people to succeed in this environment, seasoned financial technology veteran Roy Freedman presents both the technology and the finance side in this comprehensive overview of this dynamic area. He covers the broad range of topics involved in this industry--including auction theory, databases, networked computer clusters, back-office operations, derivative securities, regulation, compliance, bootstrap statistics, optimization, and risk management---in order to present an in-depth treatment of the current state-of-the-art in financial technology. Each chapter concludes with a list of exercises; a list of references; a list of websites for further information; and case studies. A Powerpoint presentation that outlines each chapter's main points is available in a companion instructor's website, and an online instructor's manual is available. *With amazing clarity, Freedman explains both the technology side and the finance side of financial technology *Accessible to both finance professionals needing to upgrade their technology knowledge and technology specialists needing to upgrade their finance knowledge *PowerPoint slides for each chapter available on the Elsevier textbooks website

Straight Through Processing for Financial Services

Author : Ayesha Khanna
Publisher : Academic Press
ISBN 13 : 0124664709
Total Pages : 244 pages
Book Rating : 4.1/5 (246 download)

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Book Synopsis Straight Through Processing for Financial Services by : Ayesha Khanna

Download or read book Straight Through Processing for Financial Services written by Ayesha Khanna and published by Academic Press. This book was released on 2008 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: As economic and regulatory pressures drive financial institutions to seek efficiency gains by improving the quality of their trading processes and systems, firms are devoting increasing amounts of capital to maintaining their competitive edge. Straight-Through Processing (STP), which automates every step in the trading system, is the most effective way for firms to remain competitive. According to the Securities Industry Association, the US securities industry will spend $8 billion to implement STP initiatives, and 99% percent of this investment will be made in systems internal to the firm. Straight-Through Processing for Financial Services: The Complete Guide provides the knowledge and tools required by operations managers and systems architects to develop and implement STP processing systems that streamline business processes to maintain competitiveness in the market. * Learn the tools and techniques for developing software systems and for streamlining business processes * Keep up to date and well informed in this highly regulated and ever changing market * Gain the knowledge and experience for a leading consultant in the field

Securitization of Credit

Author : James A. Rosenthal
Publisher : John Wiley & Sons
ISBN 13 : 9780471613688
Total Pages : 286 pages
Book Rating : 4.6/5 (136 download)

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Book Synopsis Securitization of Credit by : James A. Rosenthal

Download or read book Securitization of Credit written by James A. Rosenthal and published by John Wiley & Sons. This book was released on 1991-01-16 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first guide to this new financial trend. Credit securitization (also known as asset securitization) is a financial technology for packaging, underwriting, and selling loans in the form of securities. First used in packaging mortgage loans (as in the case of GNMA and other federally insured mortgage-backed securities), credit securitization has grown rapidly and spread to other forms of credit, including auto loans, student loans, credit-card balances, and so on. This book provides lenders and other financial professionals with clear analyses of many actual credit securitization deals. Includes much information unavailable elsewhere.

Technology Tools for Today's High-Margin Practice

Author : David J. Drucker
Publisher : John Wiley & Sons
ISBN 13 : 1118434765
Total Pages : 240 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Technology Tools for Today's High-Margin Practice by : David J. Drucker

Download or read book Technology Tools for Today's High-Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

The New Technology of Financial Management

Author : Dimitris N. Chorafas
Publisher : John Wiley & Sons
ISBN 13 : 9780471574026
Total Pages : 312 pages
Book Rating : 4.5/5 (74 download)

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Book Synopsis The New Technology of Financial Management by : Dimitris N. Chorafas

Download or read book The New Technology of Financial Management written by Dimitris N. Chorafas and published by John Wiley & Sons. This book was released on 1992-09-04 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: With advanced technologies altering our financial institutions more radically than ever before, it is essential that every financial manager become a master of these technologies - or risk being swallowed up by the competition. The New Technology of Financial Management is your complete, up-to-date guide to the technological and conceptual tools that are transforming the operations of today's financial corporations and trading firms, as well as treasury functions in any international business. In thorough, step-by-step detail, it shows you how to structure and manage an integrated financial operation - and control activities in foreign exchange, international trading, and risk management, using the most modern technologies and operating on a real-time basis. From a fresh global perspective, The New Technology of Financial Management reveals everything you need to know about the latest technological developments affecting forex, treasury, trading, and investment operations. And it offers complete coverage of the analytical and mathematical tools associated with contemporary finance, from the use of AI and "knowledge engineering" to intelligent networks in managing an international financial operation. An invaluable desktop reference for every financial manager, The New Technology of Financial Management will not only help you make better financial decisions, it is your key to survival in the new global technology of the 90s financial markets.

FinTech and RegTech in a Nutshell, and the Future in a Sandbox

Author : Douglas W. Arner
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960260
Total Pages : 20 pages
Book Rating : 4.9/5 (449 download)

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Book Synopsis FinTech and RegTech in a Nutshell, and the Future in a Sandbox by : Douglas W. Arner

Download or read book FinTech and RegTech in a Nutshell, and the Future in a Sandbox written by Douglas W. Arner and published by CFA Institute Research Foundation. This book was released on 2017-07-31 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2008 global financial crisis represented a pivotal moment that separated prior phases of the development of financial technology (FinTech) and regulatory technology (RegTech) from the current paradigm. Today, FinTech has entered a phase of rapid development marked by the proliferation of startups and other new entrants, such as IT and ecommerce firms that have fragmented the financial services market. This new era presents fresh challenges for regulators and highlights why the evolution of FinTech necessitates a parallel development of RegTech. In particular, regulators must develop a robust new framework that promotes innovation and market confidence, aided by the use of regulatory "sandboxes." Certain RegTech developments today are highlighting the path toward another paradigm shift, which will be marked by a reconceptualization of the nature of financial regulation.

The Financial Advisor M&A Guidebook

Author : Greg Friedman
Publisher : Springer
ISBN 13 : 3030000036
Total Pages : 127 pages
Book Rating : 4.0/5 (3 download)

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Book Synopsis The Financial Advisor M&A Guidebook by : Greg Friedman

Download or read book The Financial Advisor M&A Guidebook written by Greg Friedman and published by Springer. This book was released on 2018-12-19 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt: With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.

Financial Literacy and Responsible Finance in the FinTech Era

Author : John O.S. Wilson
Publisher : Taylor & Francis
ISBN 13 : 1000404528
Total Pages : 161 pages
Book Rating : 4.0/5 (4 download)

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Book Synopsis Financial Literacy and Responsible Finance in the FinTech Era by : John O.S. Wilson

Download or read book Financial Literacy and Responsible Finance in the FinTech Era written by John O.S. Wilson and published by Taylor & Francis. This book was released on 2021-07-21 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: A growing body of evidence suggests that financial literacy plays an important role in financial well-being, and that differences in financial knowledge acquired early in life can explain a significant part of financial and more general well-being in adult life. Financial technology (FinTech) is revolutionizing the financial services industry at an unrivalled pace. Views differ regarding the impact that FinTech is likely to have on personal financial planning, well-being and societal welfare. In an era of mounting student debt, increased (digital) financial inclusion and threats arising from instances of (online) financial fraud, financial education and enlightened financial advising are appropriate policy interventions that enhance financial and overall well-being. Financial Literacy and Responsible Finance in the FinTech Era: Capabilities and Challenges engages in this important academic and policy agenda by presenting a set of seven chapters emanating from four parallel streams of literature related to financial literacy and responsible finance. The chapters in this book were originally published as a special issue of The European Journal of Finance.

Financial Regulation and Technology

Author : Sheridan, Iain
Publisher : Edward Elgar Publishing
ISBN 13 : 1802205411
Total Pages : 384 pages
Book Rating : 4.8/5 (22 download)

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Book Synopsis Financial Regulation and Technology by : Sheridan, Iain

Download or read book Financial Regulation and Technology written by Sheridan, Iain and published by Edward Elgar Publishing. This book was released on 2022-02-15 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: This important book analyses recurring issues within financial services regulation relevant to the use of technology, at a time when competition is moving towards greater use of technology in the financial services sector. Iain Sheridan assumes no advanced knowledge of computers and related technology topics, but where necessary encapsulates the essential aspects to offer a comprehensive yet accessible guide to the regulation of finance and technology.

Quality Money Management

Author : Andrew Kumiega
Publisher : Academic Press
ISBN 13 : 9780080559919
Total Pages : 304 pages
Book Rating : 4.5/5 (599 download)

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Book Synopsis Quality Money Management by : Andrew Kumiega

Download or read book Quality Money Management written by Andrew Kumiega and published by Academic Press. This book was released on 2011-08-29 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial markets industry is at the same crossroads as the automotive industry in the late 1970s. Margins are collapsing and customization is rapidly increasing. The automotive industry turned to quality and its no coincidence that in the money management industry many of the spectacular failures have been due largely to problems in quality control. The financial industry in on the verge of a quality revolution. New and old firms alike are creating new investment vehicles and new strategies that are radically changing the nature of the industry. To compete, mutual funds, hedge fund industries, banks and proprietary trading firms are being forced to quicklyy research, test and implement trade selection and execution systems. And, just as in the early stages of factory automation, quality suffers and leads to defects. Many financial firms fall short of quality, lacking processes and methodologies for proper development and evaluation of trading and investment systems. Authors Kumiega and Van Vliet present a new step-by-step methodology for such development. Their methodology (called K|V) has been presented in numerous journal articles and at academic and industry conferences and is rapidly being accepted as the preferred business process for the institutional trading and hedge fund industries for development, presentation, and evaluation of trading and investment systems. The K|V model for trading system development combines new product development, project management and software development methodologies into one robust system. After four stages, the methodology requires repeating the entire waterfall for continuous improvement. The discussion quality and its applications to the front office is presented using lessons learned by the authors after using the methodology in the real world. As a result, it is flexible and modifiable to fit various projects in finance in different types of firms. Their methodology works equally well for short-term trading systems, longer-term portfolio management or mutual fund style investment strategies as well as more sophisticated ones employing derivative instruments in hedge funds. Additionally, readers will be able to quickly modify the standard K|V methodology to meet their unique needs and to quickly build other quantitatively drive applications for finance. At the beginning and the end of Quality Money Management the authors pose a key question: Are you willing to change and embrace quality for the 21st century or are willing to accept extinction? The real gem in this book is that the concepts give the reader a road map to avoid extinction. Presents a robust process engineering framework for developing and evaluating trading and investment systems Best practices along the step-by-step process will mitigate project risk, model risk, and ensure data quality Includes a quality model for backtesting and managing market risk of working systems

Technology and the Regulation of Financial Markets

Author : Anthony Saunders
Publisher : Free Press
ISBN 13 :
Total Pages : 216 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Technology and the Regulation of Financial Markets by : Anthony Saunders

Download or read book Technology and the Regulation of Financial Markets written by Anthony Saunders and published by Free Press. This book was released on 1986 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Financial Technology Management : The Macro View

Author : Ved Prakash Gulati
Publisher :
ISBN 13 : 9788131416624
Total Pages : 312 pages
Book Rating : 4.4/5 (166 download)

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Book Synopsis Financial Technology Management : The Macro View by : Ved Prakash Gulati

Download or read book Financial Technology Management : The Macro View written by Ved Prakash Gulati and published by . This book was released on 2008-12-05 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial sector has been at the forefront of several major innovations. The sector and the technology it uses make for an interesting study. The book Financial Technology Management is an insight into the financial sector, its dynamics and the tech

Risk Management Technology in Financial Services

Author : Dimitris N. Chorafas
Publisher :
ISBN 13 : 9780750683043
Total Pages : 340 pages
Book Rating : 4.6/5 (83 download)

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Book Synopsis Risk Management Technology in Financial Services by : Dimitris N. Chorafas

Download or read book Risk Management Technology in Financial Services written by Dimitris N. Chorafas and published by . This book was released on 2007 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for professionals in financial services with responsibility for IT and risk management, this work surveys the methodology required and IT systems and structures to support it according to Basel II. It also discusses types of risk, stress analysis and the use of scenarios, mathematical models, and IT systems and infrastructure requirements.

Financial Services Information Systems

Author : Jessica Keyes
Publisher : CRC Press
ISBN 13 : 0203997611
Total Pages : 952 pages
Book Rating : 4.2/5 (39 download)

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Book Synopsis Financial Services Information Systems by : Jessica Keyes

Download or read book Financial Services Information Systems written by Jessica Keyes and published by CRC Press. This book was released on 2000-03-24 with total page 952 pages. Available in PDF, EPUB and Kindle. Book excerpt: The calculus of IT support for the banking, securities, and insurance industries has changed dramatically and rapidly over the past few years. Consolidation and deregulation are creating opportunities and challenges never before seen. Unheard of just a few years ago, e-commerce has given birth to new infrastructures and departments needed to suppor

Sarbanes-Oxley Guide for Finance and Information Technology Professionals

Author : Sanjay Anand
Publisher : Wiley
ISBN 13 : 0471927678
Total Pages : 288 pages
Book Rating : 4.4/5 (719 download)

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Book Synopsis Sarbanes-Oxley Guide for Finance and Information Technology Professionals by : Sanjay Anand

Download or read book Sarbanes-Oxley Guide for Finance and Information Technology Professionals written by Sanjay Anand and published by Wiley. This book was released on 2006-06-15 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Sarbanes-Oxley Guide for Finance and Information Technology Professionals "Effective SOX programs enlist the entire organization to build and monitor a compliant control environment. However, even the best SOX programs are inefficient at best, ineffective at worst, if there is a lack of informed, competent finance and IT personnel to support the effort. This book provides these important professionals a needed resource for and road map toward successfully implementing their SOX initiative." —Scott Green Chief Administrative Officer, Weil, Gotshal & Manges LLP and author, Sarbanes-Oxley and the Board of Directors "As a former CFO and CIO, I found this book to be an excellent synopsis of SOX, with impressive implementation summaries and checklists." —Michael P. Cangemi CISA, Editor in Chief, Information Systems Control Journal and author, Managing the Audit Function "An excellent introduction to the Sarbanes-Oxley Act from the perspective of the financial and IT professionals that are on the front lines of establishing compliance in their organizations. The author walks through many areas by asking 'what can go wrong' types of questions, and then outlines actions that should be taken as well as the consequences of noncompliance. This is a good book to add to one's professional library!" —Robert R. Moeller Author, Sarbanes-Oxley and the New Internal Auditing Rules "Mr. Anand has compiled a solid overview of the control systems needed for not only accounting systems, but also the information technologies that support those systems. Among the Sarbanes books on the market, his coverage of both topics is unique." —Steven M. Bragg Author, Accounting Best Practices "An excellent overview of the compliance process. A must-read for anyone who needs to get up to speed quickly with Sarbanes-Oxley." —Jack Martin Publisher, Sarbanes-Oxley Compliance Journal

The Smart Financial Advisor

Author : Bill Martin CFA
Publisher :
ISBN 13 : 0857195832
Total Pages : 0 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis The Smart Financial Advisor by : Bill Martin CFA

Download or read book The Smart Financial Advisor written by Bill Martin CFA and published by . This book was released on 2017-10-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Improving client outcomes with goals-based investing Financial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients’ long-term wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goals-based solutions. Choosing the right road is vital for sustaining and growing advisory businesses in the years ahead. Industry veteran and financial technology expert, Bill Martin, CFA, creatively explains how financial advisors can sidestep the seven major hazards their clients face in conventional investing by choosing the smarter path of goals-based investing. This rewarding journey shifts the focus of traditional investing from products and performance towards a collaborative, tech-enabled framework built on personalized advice. Goals-based investing redefines success in terms of achieving each client's unique needs, desires, and aspirations – an approach that clients overwhelmingly prefer and which, crucially, leads to better outcomes for clients and advisors. The Smart Financial Advisor is a must-have guide for advisors who desire to differentiate and grow their practices amid commoditization, fee compression, and increasing regulatory requirements. Martin skillfully combines captivating stories, compelling research, and practical applications to show how you can embark on this path, engaging clients and improving their outcomes along the way. By adopting the fintech and goals-based strategies within this book, not only will you learn the secrets to survive today’s industry challenges, but you will also discover how to truly thrive as a smart financial advisor!