All news in CapTech

Intelligent Automation and its part in Financial Transformation

This article is a synopsis of recent conversations with banking and asset management clients regarding the projected trajectory of digital transformation in their operations. Maybe not surprising to some is the increasing part that will be played by intelligent automation.

New Whitepaper: Operational Readiness for Green Bond Issuances

The market for green bonds has rapidly increased over the last years and will continue to grow because the demand for sustainable assets exceeds the supply by far. Issuers usually benefit from lower funding costs and from attracting new investor groups. In turn, green bonds come with additional challenges for issuers. A new whitepaper of our ESG experts describes the aspects of operational readiness for green bond issuances for the Treasury Divisions of banks.

Increased transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a more competitive edge

The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force. At the same time, the second stage of the Sustainable Finance Disclosure Regulation (SFDR) will become effective with the required provision of pre-contractual and annual ESG documents. In order to meet all requirements and maintain a competitive edge in the dynamic regulatory environment despite increased reporting efforts, it is now time for asset managers and their service providers to holistically reconsider their data management and reporting.

Digital banking and its biggest challenge: Cybersecurity

It all started in 1994. Back then, Stanford Federal Credit Union became the first bank in the US (and supposedly in the world) to have a presence on the internet; they had launched their website. By then, they had recorded 4 banking transactions over the internet. 27 years later, the banking industry took an astonishing leap: going from allowing customers to pay bills through an internet portal to concentrating all payment methods in our smartphone’s virtual wallet (with the use of NFC1 and other relevant technologies).

Monkey business: Investing strategies stuck in the past

Managing retail or private wealth is woefully behind the curve on tech, says AAAccell founder By Tom Lemmon | 22 March 2021

TEN Very Telling Questions that May Help You Find a True Digital Transformation Partner

To digitally transform, or not to digitally transform… is no longer the question. The more noble questions are not the why and when, but the; how, where and with whom.

SFDR: Fund Managers must be ready for new regulations by March 10 2021. Will you be compliant?

LPA RegTech division - acarda upgrades its reporting platform covering SFDR requirements including; scoring, classification and publication.

Automating Legal Document Workflows from Generation to Completion

Digital transformation in banking and capital markets transactions is increasingly extending to legal documentation. An area seen by some, probably unfairly, as one of the last bastions resisting the onset of workflow automation. However, to the wise, complex transactions potentially involving many separate internal functions and external parties cannot continue to be manually processed.

How much to hedge and when? HedgePilot - an AI-Based FX-Hedging Tool

Global financial markets are flooded with information, opinions and advice on the expected development of currency rates. Those responsible for managing FX exposures suffer from the headache that nobody can predict exchange rate movements dependably in the long-term. Consequently, FX hedging decisions frequently remain based on guesswork. This comes at the cost of forgone participation and unnecessary exposure to currency risk. What if there is a way to deal with the uncertainty of FX markets systematically and safely?

Capital Markets Digital Transformation - Stepping Up the Pace

Digital transformation in Banking and Capital Markets has been a ‘thing’ now for quite some years. This article outlines a practical approach for the sector to accelerate that transformation.

The emergence of a new model of collaboration between banks and technology providers

The emergence of a new model of collaboration between banks and technology providers

Geistesblitz 07/19

USD interest optimization “Cancellable Double-Swap”. Geistesblitz the German for Brainstorm

Geistesblitz 05/19

Shout Forward. Geistesblitz the German for Brainstorm from the CapTech creators

The new European overnight rate

A complicated transition of the new European Overnight rate. LPAPerspectives

Geistesblitz 03/19

USD interest hedge with “CombiSwap” Geistesblitz the German for Brainstorm

Benchmark reform: the way into a new interest world

Benchmark reform into a new interest world. LPA Advisory and Consulting

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