Is Your Straight-Through Processing Solution Living Up To Its Name?

Is Your Straight-Through Processing Solution Living Up To Its Name?

WealthManagement | 5/10/2017 | Michael Pinsker Efficiency is one key to maintaining good business relationships in the financial world. No one wants to wait around while your company fixes an error, which is why transactions that are “not in good order,” or NIGO, are such a pain. Addressing the underlying issues within a NIGO wastes an enormous amount of time, but straight-through processing systems enable financial advisory firms to complete and process important transactions quickly while dramatically cutting NIGO designations altogether. That said, not all straight-through processing solutions push documents straight through at all. The following are a few tips to ensure that your...
Advisors: Celebrate Earth Day by Going Paperless

Advisors: Celebrate Earth Day by Going Paperless

Iris.xyz | 4/22/2017 | Michael Pinsker In 1975—a full five years after the first Earth Day, and 15 years before Earth Day would become a global movement—an article published in BusinessWeek magazine introduced the world to the then-revolutionary concept of the “paperless office.” For businesspeople and office workers in 1975, the very idea of completely digital office processes that would eliminate the need for printing and faxing/mailing paper documents fell under the realm of science fiction. To them, this sounded like the way futuristic offices in reruns of Star Trek or The Twilight Zone would conduct business. The BusinessWeek article predicted that all office processes...
Decision-Makers had DOL on the Mind at FSI OneVoice

Decision-Makers had DOL on the Mind at FSI OneVoice

This year’s Financial Services Institute (FSI) OneVoice conference turned out to be one of the most productive forums for engaging with decision-makers. At first, attendance at the summit, held from January 23-25 at the San Francisco Marriott Marquis, may have appeared a bit lower than in previous years due to industry consolidation. However, the audiences at the keynote addresses and panel discussions—and the attendees who stopped by the Docupace booth—were mostly senior leaders and executives, and this rich concentration of higher-ups made the conference the ideal place to meet the right people. Right from the get-go, the DOL Fiduciary Rule was one of the major topics that dominated the...

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