Tag: SSNC

Fintech Founder 5

Fintech Founder 5

We took a snapshot from our CEORater database of Fintech companies led by Founder CEOs. The "Fintech Founder 5" consists of those companies that have generated the highest total stock return Year-to-Date. The Fintech Founder 5: GreenSky (tkr: GSKY), MSCI Inc. (tkr: MSCI), Pegasystems (tkr: PEGA), Square (tkr: SQ) and SS&C Technologies (tkr: SSNC). Click … Continue reading Fintech Founder 5

CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Remains Undefeated

Year-to-Date results are in through April 1st 2019 and the CEORater Index outperformed both on an Unweighted and Weighted return basis. The CEORater Technology Founder CEO Index posted an Unweighted Return of 28.8% year-to-date through April 1st 2019 vs. 23.3% for the benchmark (ticker: RYT). +5.5% outperformance. Roku (tkr: ROKU) was the top performer on … Continue reading CEORater Technology Founder CEO Index Remains Undefeated

How AI Will Conquer Financial Services<span class="badge-status" style="background:red">Premium</span> 

How AI Will Conquer Financial ServicesPremium 

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial ServicesPremium 

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs

Securities Trading & Revenue Cycle Management Are Related<span class="badge-status" style="background:red">Premium</span> 

Securities Trading & Revenue Cycle Management Are RelatedPremium 

Securities Trading and Revenue Cycle Management (“RCM”) may reside in different industries, yet they share enough common elements to be considered cousins. We believe that FinTech companies that play in the Securities Trading area will look to the HealthIT industry - RCM in particular - to capture growth. See our Interactive HealthIT / RCM company … Continue reading Securities Trading & Revenue Cycle Management Are RelatedPremium 

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

Acquire or Be Acquired: FinTech Lions and Lambs<span class="badge-status" style="background:red">Premium</span> 

Acquire or Be Acquired: FinTech Lions and LambsPremium 

FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium 

We Expect Outsourcing Providers to Gain Traction with Insurance Carriers<span class="badge-status" style="background:red">Premium</span> 

We Expect Outsourcing Providers to Gain Traction with Insurance CarriersPremium 

Many insurers are hesitant to invest aggressively in AI & ML initiatives given that the ROIC is difficult to quantify. This conservatism combined with market disruption bodes well for technology & service providers that offer an Outsourcing option with a demonstrable ROI. Examples include Accenture, EXL Service, IBM Global Services and SS&C Technologies. Plus - … Continue reading We Expect Outsourcing Providers to Gain Traction with Insurance CarriersPremium 

SS&C Technologies: Multi-Tenant Machine Learning at Scale

SS&C Technologies: Multi-Tenant Machine Learning at Scale

For the past few years I've poked around the machine learning ("ML") and artificial intelligence ("AI") space. I advised Boston-based DataRobot back in 2014 when they started to build their machine learning platform. I've thought about how we at CEORater may leverage ML to score CEOs and companies. Typically when we read about ML and … Continue reading SS&C Technologies: Multi-Tenant Machine Learning at Scale

CEORater Technology Founder CEO Index Significantly Outperformed YTD

CEORater Technology Founder CEO Index Significantly Outperformed YTD

Regular readers know that we are partial toward Technology Founder CEOs vs. hired CEOs as a general rule.  Our experience is that founder CEOs are generally better than hired CEOs at anticipating customer market needs, in many cases before customers know they have a need. Founder CEOs care deeply about details of the business that … Continue reading CEORater Technology Founder CEO Index Significantly Outperformed YTD