Itiviti Talks

Itiviti Talks is your source for the technology perspective on the global capital markets. We have created this to be an engaging forum for sharing ideas with our clients, partners and other industry professionals. You will find videos, blog posts, white papers and more that deal with the needs and challenges of brokers, market makers and trading executives.
 
Watch, read and enjoy for new inspiration and insights.

Enhancing the client experience with automated onboarding

Enhancing the client experience with automated onboarding

Automation & Testing Jacob Northey, AVP Certification & Testing Engineering for Itiviti, examines ways in which sell-side’s can automate client onboarding to offer an enhanced customer experience and grow their business. With sell side’s today under immense pressure as regulators crack down on risk, the knock on effect for brokers is the need to increase capital reserves and cut back on highly leveraged proprietary trading. In parallel, ultra-competitive markets are spelling diminishing margins and revenues per trading client. In this climate attracting and retaining new clients has escalated to an even greater priority. September 17, 2015