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David Csiki

President & COO
INDATA
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11 Feb 2019
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San Diego
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Followed by John Sims, Martha Boyle and 5 others you follow
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David Csiki

Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage

As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that their money managers make investments in forward-looking, personalized performance and risk reporting.” Those firms that make investments in dynamic ...

19 September 2022 /wealth /predictions Big Data

David Csiki

What’s Old is What’s New: Data is the Past, Present and Future of Investment Management

A recent survey sponsored by Northern Trust indicated that 98% of managers are seeking to incorporate data science to optimize their investment performance. The fact is that this has been a primary focus and the buy-side has been analyzing data from the beginning because data analysis is, in large part, how investment decisions are made. Data anal...

28 July 2021 /wealth /predictions Big Data

David Csiki

How Emerging Tech Can Transform Client Outreach and Reporting for Investment Managers

Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting to clients, consultants and other third parties. Investment managers seeking to automate client outreach and differentiate themselves from their compe...

11 February 2021 /wealth /predictions Data Management and Governance

David Csiki

The Convergence of Traditional Financial Services and Fintech: Opportunities and Challenges

During the past year, a number of acquisitions of software providers within the fintech space by large banks and holding companies have the potential to shape the industry and the way software is deployed and used by money management firms. Whether they be RIAs, fund managers, wealth management firms, hedge funds or pension funds, large banks and ...

25 February 2019 Trends in Financial Services

David writes about

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  • wealth management
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David's opinion archive

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David Csiki

David Csiki
Managing Director at INDATA

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Emily Steele
President & COO at Savana

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