Operating at the Intersection of Technology and the Capital Markets
Tag: SS&C
TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.
The deal for Australia's Link Group (tkr: LNK) is a competitive one, insofar as Link Group has disclosed. The competing prospective acquirers include SS&C Technologies (tkr: SSNC), and a pair of private equity firms - Sydney-based Pacific Equity Partners (Link's former owner) and Carlyle Group (tkr: CG) whom are bidding together. Our best guess is … Continue reading We Like The Prospective Link Group Acquisition for SS&CPremium
AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0
We have updated our interactive Capital Markets Fintech comp table to include Q3 2020 financial data and related content. Included are links to our CEORater database, investor presentations, earnings call transcripts and more. Our interactive comp table includes 17 Capital Markets Fintech companies. We plan to introduce new sectors (Payments Fintech and Enterprise Software) to … Continue reading Our Interactive Fintech Table Is Now Available
We rank three FinTech companies - FactSet, IHS Markit and SS&C Technologies - from a relative risk standpoint. We also outline key long-term trends that will impact the capital markets and companies that sell into this segment of the Financial Services industry. A few long-term trends will impact the capital markets and participant organizations. These … Continue reading 3 FinTech Names & Long-Term Trends
Want to pick a fight with Microsoft, Amazon or Google? Don't take them head on. Build out a vertical offering that leverages bleeding edge technology combined with deep domain expertise. Control the entire user experience/customer journey. One could argue that Fanatics and Shopify (tkr: SHOP) have done just that in the world of E-commerce. SS&C … Continue reading “Verticalization” Is Where It’s At
We appreciate the logistical hoops public companies are having to work through to prep for earnings calls given disparate locations and other pressing operational matters. The cherry on top is when companies take extra care to have an adult conversation with investors about the state of operations despite the limited visibility that 99% of companies … Continue reading Transparency & Playing Offense In A Down Economy
We look at a few leading FinTech and Information Services companies from a cash flow perspective. (Tickers mentioned: CSGP, FDS, INFO, MSCI, SSNC, VRSK). I reflect on a few names I used to cover during my equity research days. For purposes of this exercise we review SS&C Technologies, Verisk Analytics, IHS Market, FactSet Research Systems, … Continue reading FinTech and Info Services
Last Week I Participated on an AI-focused Panel at the SS&C Deliver Conference The panel - “Practical Applications for AI in Investment Operations & Accounting” - was especially enjoyable because the audience engaged. While much has changed since I last worked in an Investment Operations capacity in 1998, much remains the same - meaning there … Continue reading It’s “Early Days” for NLP. The Opportunities Are Many
Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.
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