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 156 items in 16 pages
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The Multi-Billion Dollar Headache... Exploring Benefits of a Utility Model
Waters Webinar (audio): Fees and Expense Management
Expert Webcast

The Multi-Billion Dollar Headache... Exploring Benefits of a Utility Model 

Bharat Malesha EVP Fees & Expense Management SmartStream and Matthew Brown Global Head of Brokerage clearing and Exchange - Director Credit Suisse, explore the benefits of a utility for the management of fees and invoices at financial firms.

Credit Suisse
Fee management issues offer utility opportunity
Case Study
Credit Suisse built a commission fees and expense management system nearly a decade ago with the goal of improving efficiency for brokerage, clearing and exchange fees. SmartStream acquired the platform in December 2014, transforming the system into a utility model.

PDF document pdf 451.0kb

FinFuture Interview Fees
Finfuture Interview: Fees and Expense Management
Expert Webcast
Finfuture talks to Bharat Malesha, EVP Fees and Expense Management, SmartStream about the how customers can create efficiencies in their businesses, ultimately driving profitability.

Financial IT interview
Financial IT Interview: Fees and Expense Management
Expert Webcast
Financial IT talks to Bharat Malesha, EVP Fees and Expense Management, Smartstream about the challenges in Fees and Expense Management and how SmartStream can help financial institutions to decrease their expenses.

Financial IT interview
Financial IT Interview: The SmartStream Reference Data Utility (RDU)
Expert Webcast
Financial IT talks to Peter Moss, CEO, The SmartStream Reference Data Utility (RDU) about the increasing use of utility models to remove the duplication of costs across businesses and to take advantage of best practices for managing reference data.

Financial IT Interview
Financial IT Interview: The Corona Business Unit (CBU)
Expert Webcast
Financial IT talks to Christian Schiebl, EVP Corona Business Unit (CBU), SmartStream about the special characteristics of the Corona product set, security, data protection and audit control and the recently signed deal with Raiffeisen Bank.

Waters: Utilitizing Reference Data
Waters: Utilitizing Reference Data
Whitepaper

Can you afford to miss out on an opportunity to share the costs and benefits of managing reference data in a utility? 

That is the question for capital markets firms in 2016, as the financial services industry sees the introduction of a fully operational industry-led reference data utility and early backers prepare to reap the benefits. With support from Morgan Stanley, JP Morgan Chase and Goldman Sachs, SmartStream launched the Reference Data Utility (RDU) in 2015—the offering is designed to deliver data improvements and cost savings to clients by providing a shared service for cleansing, consolidating and normalizing securities data.

PDF document pdf 549.0kb

Waters
Lifting the Hood on SmartStream's Reference Data Utility
Expert Webcast
Victor Anderson interviews Peter Moss, the recently appointed CEO of The SmartStream's Reference Data Utility (RDU), about SmartStream's role in the utility and how capital markets firms might benefit by participating in and utilizing the project. The RDU is not a new project by any means, but it is making waves across the capital markets in terms of offering buy-side and sell-side firms with a viable alternative to managing large volumes of reference data in-house, while also helping them to reduce costs by way of technology and head count.

Fintech Sibos 2016
Sibos 2016: Haytham Kaddoura from SmartStream
Expert Webcast
Haytham Kaddoura, CEO SmartStream, speaks to Fintech at Sibos 2016, Geneva.

Finextra Peter Moss
Key for utility is to collaborate
Expert Webcast
Peter Moss, CEO, The SmartStream Reference Data Utility (RDU), speaks about challenges associated with reference data and why the area is suitable for a utility approach.