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I recently had the opportunity to moderate a panel discussion on Increasing Cash Flow through Standardization & Automation and I thought I would share a few insights that I took away from that dis...
In Part I of my virtual card blog series I described the nature of a virtual card program. In Part II, I described how corporations can use virtual card programs to help generate revenue. In Part ...
Collecting cost basis data on equities and ETFs for broker-dealers, and reporting it to shareholders on tax forms, has been a significant challenge. Many broker-dealers have struggled with compiling a...
So Goldman Sachs has been slow to embrace social media, is that surprising? Like every decision it’s a matter of weighing up the cost of mitigating the risk versus the benefit. And that’s what I think...
On the 18th of April I organised an expert session during the 11th EPCA summit in Rome. The conference was held in the Palazzo Altieri, a beautiful place with a rich history in the heart of Rome. The...
Apps are fast becoming the emperor’s new clothes of the financial services world – businesses feel the need to have one and few people seem willing to stand up and tell them the truth. A recent articl...
Like my colleague, Caz, I was also at the Finextra Social Media day last week and I was also inspired by the social business panel and, in particular, Giles Andrews from Zopa’s comments on trust. As C...
In an industry that needs to securely store large consumptions of confidential and corporate data, the financial sector is quick to embrace the progression of technology that can support their needs t...
This weekend I was pondering the ways to monetise one of my twitter accounts (that's amassed 2360 followers. Woohoo!). How could I profit from this? Initially, I was tempted to bulk buy some items the...
Sadly Roland Moreno, the French inventor of the Smart Card, has passed away, and at a much-too-early age. Mr Moreno invented the Smart Card concept in 1974 – the year that I got my first job after uni...
The last couple of weeks have seen UK newspapers filled with stories over UK Government plans to expand its monitoring activities to include email and social media. The two extreme ends of the point o...
Had a distinct sense of déjà vu at TradeTech in London last week. Seems like much of the debate and chatter was the same as it was last year – HFT, ill thought through regulation, etc. It struck me, t...