Chalkline IT Blogs
Timely IT Insights and Perspectives
Explore Chalkline IT Blogs
Explore Chalkline IT Blogs
5 process automation use cases for asset management firms
In 2019, 48 percent of asset managers planned to leverage digital technology... But are they progressing fast enough? The evidence suggests not. Take robotic process automation, for example. Many firms' lack of standardised processes prevents as much as 60 percent of...
The three technologies that your asset management firm can’t be without
‘Technology, when used well, can help you with the seemingly daunting challenges facing all advisors today—running an efficient and profitable business, demonstrating your value, and leveraging tools for growth.’ - Dave Welling, CEO, Mercer Advisors We couldn’t...
Why asset management firms should automate legacy processes
Are outdated legacy processes holding your asset management firm back? It's a common issue faced throughout the industry, with many firms still latching on to solely human-led services. But, the truth is, shunning technological advancements in favour of legacy...
How tech can improve efficiency in your asset management firm
Imagine how your business would fair if it didn’t keep up with the times and adopt new technology. ‘Not well’ is probably an understatement. Indeed, according to Stephen Crocombe, CFA, Head of Client Portfolio Solutions in EMEA at Blackrock, when...
3 asset management trends you need to be aware of in 2021
Let’s be honest, the 2020 global pandemic threw a lot of things into the air. From a slowing economy to the boom in remote working, it's clear the landscape for 2021 is going to be packed full of unexpected curveballs. With that in mind, it’s crucial to...
Cybersecurity best practices for asset management firms
It's safe to say cybersecurity hasn't always been front of mind for asset management firms. In March 2020, the Central Bank of Ireland sent out a public letter, titled 'Dear CEO', to discuss the lack of cybersecurity best practices within the financial services...
Power Automate benefits for asset management firms
Is your asset management firm still living in the past when it comes to technology? Do you waste hours of valuable time on monotonous manual tasks that offer little value? The slow adoption of automation is a common problem across many wealth management organisations,...
The changing face of global asset management
Ignoring the wider changes in the asset management industry is much like a sailor ignoring the changing weather at sea. If you don’t take heed of what’s going on around you, you could drift a long way from shore. Or, in this case, fail to achieve your...
20 asset management influencers you need to follow on X/Twitter
Asset management companies are undoubtedly feeling the pressure of change. In addition to new regulatory and compliance rules, many firms have been slow to adapt to technological shifts. But this slow uptake could be detrimental to the industry's success. So much so,...
5 compelling benefits of business process automation
Did you know that almost 30 percent of the hours worked globally could be automated by 2030? This prospect is not as scary as you think. Business process automation is valuable and transformative technology that drives operational and cost efficiencies, all while...
How to modernise your business processes without breaking the bank
Yes, really, the good news is true – you can modernise your business processes in a cost-effective manner. Fortunately, there are also many ways to go about it. To help shine a light on what’s possible, we’ve picked out a few powerful (and highly...
How to drive business transformation with automation
Technology-driven business transformation is a top priority for many organisations. Why? Because businesses who prioritise a digital-first approach are 64 percent more likely to achieve their goals than their peers. While many different processes and technologies can...