Tag: SSNC

FinTech for Growth & Profitability

FinTech for Growth & Profitability

Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability

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It’s “Early Days” for NLP. The Opportunities Are Many

It’s “Early Days” for NLP. The Opportunities Are Many

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

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium 

Toxic Long Term Care Policies: A Bane for Many. A Boon for Some.

Toxic Long Term Care Policies: A Bane for Many. A Boon for Some.

Some years ago many insurance carriers wrote tranches of long-term care (“LTC”) life insurance policies which have proved to be toxic. These “toxic” LTC policies - primarily written between 1999-2004 - were at the heart of a scathing critique of General Electric (tkr: GE) last week which ultimately accused the company of accounting fraud. While … Continue reading Toxic Long Term Care Policies: A Bane for Many. A Boon for Some.

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.<span class="badge-status" style="background:red">Premium</span> 

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.Premium 

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.Premium 

Technology + People = Best

Technology + People = Best

Services that Blend Technology and People Are Optimal. Someday in the future complex processes will be able to operate without human intervention. Many complex autonomous processes won't occur in my lifetime. I don't consider warehouse robots nor autonomous vehicles to be terribly complex, it's more a question of repetitions (vehicle miles traveled). I do consider … Continue reading Technology + People = Best

“Wait and See” Does Not Constitute A Strategy

“Wait and See” Does Not Constitute A Strategy

Our experience is that it is best to take action during disruptive periods - or better yet - at the first signs of trouble. The "wait and see" approach often leads to irrelevance and ultimately death. Deutsche Bank plans to shed 18,000 jobs and exit the institutional trading business while simultaneously investing in technology. This … Continue reading “Wait and See” Does Not Constitute A Strategy

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Top Fintech CEOs by Total Stock Return

Top Fintech CEOs by Total Stock Return

We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return

Advanced Analytics & Intelligent Automation: Front to Middle to Back Office

Advanced Analytics & Intelligent Automation: Front to Middle to Back Office

TEK2day Podcast episode 290: A Conversation with Scott Kurland, Global Head of Product Marketing, SS&C (tkr: SSNC) "Singularity" Predictive Analytics powered by Machine Learning, Natural Language Processing ("NLP"), and general Artificial Intelligence have been part of investment management front offices (especially "quant" shops) for some time. Yesterday we met with Scott Kurland who leads the … Continue reading Advanced Analytics & Intelligent Automation: Front to Middle to Back Office