Posts By

Chris Monaco

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17 Aug
2017

Streamlining Asset Managers’ RFP Process

In an interview with FundFire last year, Amanda Tepper, president of AM 20/20, a consultancy, said of RFP responses, “You really need to be paying attention to what you are doing. The more rote you are, the more likely you are to make a mistake and to have wasted a lot of time. Quality matters…

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3 Aug
2017

Asset Management News and Trends Trivia

It’s August. The oft-celebrated dog days of summer are in full swing, so let’s be honest with ourselves. Most folks are on vacation doing absolutely nothing productive, and those who are actually in the office, presumably reading this post, probably aren’t doing a whole lot either. No. That’s unfair. They are, but not really. Hey,…

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Sales Enablement and Fintech in Banking

Let’s talk sales enablement. Let’s talk fintech. Let’s talk about the potential of both within banking. And make no mistake; they are not mutually exclusive. EY recently released a pair of reports on the rise of fintech and how its growth can be nothing but beneficial for banks and their clients and customers. The caveat,…

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20 Jul
2017

Asset Managers: Reducing Risk with Smart Data

Risk: An innate characteristic of asset management that all firms must measure and mitigate. How this occurs and to what extent it can occur is a topic of interminable discussion among managers, analysts, and regulators alike, particularly since 2008. For example, the SEC’s amendments to rule 204-2 and Form ADV, among others, aim to provide…

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13 Jul
2017

Wealth Management Trends: Transforming the Client Experience

In June BCG released its 17th annual report on the state of global wealth, what challenges face firms in 2017, how managers need to evolve, and where clients’ digital behaviors are taking the industry. It is a data rich report, providing a benchmark analysis of more than 1,000 performance indicators from a survey of over…

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Women in Finance and the Changes We Want to See

Today marks the start of a new monthly series for this blog, one that focuses on the topics and people advocating for and propelling the advancement of women in finance. Seismic’s Jillian Hughes will be our immersion journalist, relaying her insights, experiences, and discoveries from each panel, dinner, seminar, or cocktail hour related to women…

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Highlights from PwC’s 2017 Digital Banking Survey

The third installment of this blog’s banking report series looks at the impact and trajectory of what PwC calls the omni-digital age. Whereas the EY authors took a high-level survey of global banking in 2017 and Accenture’s report a tighter evaluation of technology’s place within the industry, this piece is primarily concerned with evolving consumer…

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1 Jun
2017

Millennials: Redesigning Wealth Management

Believe it or not, it’s been just over a year since this blog looked at the financial and populational growth of Millennials. As it has remained a prevalent topic of discussion for bylines and industry panels alike, Seismic continues to cover Millennials’ characteristically transformative impact on financial services, particularly wealth management. It’s come to an…

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25 May
2017

Dangerously Elusive Growth in Asset Management

As promised several weeks ago, this post will look at a recent joint report from Oliver Wyman and Morgan Stanley. The report, an analysis of the past, present, and future factors impacting wholesale banks and asset managers’ revenue, includes a survey of senior executives from the latter industry with $15T in assets under management. The…

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Accenture’s Banking Technology Vision 2017

Last month Seismic explored the findings of EY’s 2017 Global Banking Outlook—a report highlighting what the consultancy sees as five strategic priorities for banks over the next year. Here we are three weeks later, and another look at industry trends has taken the form of Accenture’s Banking Technology Vision 2017. Only this time, as the…

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