Custodians are no longer just safekeepers of data — they are becoming data partners as asset managers look for actionable insights to drive investment and distribution decisions. In a recent @Ignites feature, @Capco's @Teuta Doko Naghshineh highlights how custodians now deliver timely, enriched data that empowers portfolio managers to act with confidence and enables distribution teams to offer more personalized client service. As market dynamics shift, strong data partnerships will define the next chapter in asset management. Read the full article to explore the shift: https://www.ignites.com/c/4906974/657774?referrer_module=searchSubFromIG&highlight=capco
𝗙𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝗼𝗻 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗮𝗿𝘁𝗶𝗰𝗹𝗲, 𝘄𝗲 𝗻𝗼𝘄 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗼𝘄 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝘀 𝗮𝗿𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲. From modernizing legacy platforms to embedding AI, automation, and client-centric design, forward-thinking firms are reimagining the role of Operations as a strategic growth driver - not just a cost center. Discover how these bold moves are helping institutions stay resilient, agile, and ahead of the curve. 📖 Read the full article here: https://www.capco.com/intelligence/capco-intelligence/operations-transformation-across-investment-banks Authors: @Rollo Burgess & @Julia Shreeve
𝗢𝘂𝗿 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗛𝗲𝗮𝘁𝗺𝗮𝗽 𝟮𝟬𝟮𝟱–𝟮𝟬𝟮𝟳 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗼𝘂𝘁𝗹𝗼𝗼𝗸 𝗼𝗻 𝘄𝗵𝗮𝘁’𝘀 𝗮𝗵𝗲𝗮𝗱 — 𝗮𝗻𝗱 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼 𝗮𝗰𝘁: • CRD VI, ESG Risk Management & CSRD • Financial & Operational Resilience (DORA) • Retail Investment Strategy & MiFID II/MiFIR Review • AMLD 6 & PSD 3 By anticipating change, we support financial institutions in aligning compliance with business priorities. 🔎 Dive into the key topics shaping the next regulatory cycle: https://www.capco.com/intelligence/capco-intelligence/regulatory-heatmap-2025-2027
In a recent @Ignites article, @Capco's @Matthew Berkowitz, MBA, CAIA shares how the rise of no-transaction-fee platforms reflects a broader shift in wealth management. This trend is being driven by multiple forces, including rising advisor demand for cost-efficient portfolio implementation, the commoditization of trade execution and a broader shift toward open architecture and product neutrality. Explore how these forces are reshaping advisor-focused strategies as firms adjust their value proposition to attract and retain advisors in an increasingly competitive landscape. Read the full article here https://www.ignites.com/c/4910894/672974?referrer_module=searchSubFromIG&highlight=capco
Continuing market pressures, regulatory demands, and evolving client expectations are driving the IBD and RIA convergence that’s reshaping the advisory landscape. In our latest article, Matthew Berkowitz and Justin Handley break down what’s behind this shift and what’s pulling these models closer together. So what’s really changing, and why is the industry paying such close attention? A few key takeaways from the piece: 📉 The traditional lines between commission-based and fiduciary models are quickly disappearing 📈 RIAs continue to lead in AUM growth and advisor retention 🔁 IBDs are leaning into M&A, tech, and fee-based strategies to stay competitive ⚖️ Both models are evolving fast to deliver more holistic, scalable, and client-first solutions It’s a strategic shift with big implications. See why the industry is taking notice 👉 https://www.capco.com/intelligence/capco-intelligence/fading-ibd-ria-divide-is-reshaping-the-advisory-landscape
Even in this age of generative AI euphoria, smart companies still need advisers who behave like anthropologists. In this new article, @Nick Paulussen explores why the best consultants work as “insider-outsiders”: close enough to know the jargon, distant enough to recognize the unspoken rules that govern real behavior. Organizations that integrate machine intelligence with human understanding will have a competitive edge, and the consultant anthropologist stands at that junction – translating code into context and context back into code. Read the full article here: https://www.capco.com/intelligence/capco-intelligence/why-consulting-still-matters-in-the-age-of-ai
Is your testing strategy keeping pace with AI? User Acceptance Testing is the final phase of the software testing lifecycle where users confirm if a system works as intended in real-world conditions. AI is changing the game by accelerating test creation, automating defect reporting and improving alignment with business goals. In our latest whitepaper, we explore how AI is reshaping the validation process and why balancing automation with human insight is essential for success. Learn how to evolve your approach: https://www.capco.com/intelligence/capco-intelligence/guide-to-the-uat-testing-process-strategy-in-the-era-of-ai Authors: @Julio de Lima and @Larry Bloom
The EU T+1 Industry Committee’s much-anticipated High-Level Roadmap has made an unequivocal commitment to an October 2027 transition date. However, the Roadmap presents legally non-binding recommendations rather than mandatory obligations, which may dispel a sense of urgency around the task at hand. As we saw with the UK’s Accelerated Settlement Taskforce report, market alignment is most successful when firms engage early, prioritise automation and prepare thoroughly. In our latest article we highlight three key areas within the Roadmap that firms should prioritize as they prepare for the transition. ➡️ https://www.capco.com/intelligence/capco-intelligence/eu-tplus1-transition Author: @Steve Higgins
What can the Aflac breach teach us about the future of cybersecurity in insurance? It’s a reminder that the biggest threats aren’t always technical. Social engineering tactics like phishing and impersonation are proving just as effective, especially when attackers target help desks and credential resets. Our latest blog dives into: ✔️ How the Aflac incident reflects a broader shift in attack patterns ✔️ Why the human layer is both the biggest vulnerability and a critical defense ✔️ What insurers can do to strengthen non-technical safeguards ✔️ Four key questions every insurance leader should be asking Cybercriminals are evolving fast. The insurers that stay ahead will be the ones that rethink traditional defenses, embody a security-first culture and turn people into a true security asset. Read the full blog to explore how a multi-layered approach can build long-term resilience ➡️ https://www.capco.com/Intelligence/Capco-Intelligence/cybersecurity-threats-in-insurance-lessons-from-the-aflac-breach Authors: @Paul Laurent, @Andy Soodek, CIPP-E, CISSP, CISM, MBA, and @Salman Amindavar
Thank you to our clients who joined us for an engaging evening on generative AI strategies in financial services. The conversation was rich with shared experiences, forward-looking insights, and practical ideas for scaling GenAI with impact. We’re grateful to Microsoft for co-hosting the event and to both teams for helping lead the dialogue. Mark Hickson and Craig Ballard from @Microsoft and @Suzanne Muir, @Shawn Adams, @Liam Armstrong, and @Peter Jaques from @Capco Canada brought powerful perspectives on what scalable success really looks like, grounded in hands-on experience. Together, we explored real-world GenAI adoption, our joint frameworks for driving value, and what is truly achievable in financial services. From top use cases to common challenges, the discussion made clear that GenAI is moving fast and firms that scale with purpose will lead the way. To learn more about Capco’s approach to GenAI in financial services, visit https://www.capco.com/genai Looking forward to what comes next. #GenerativeAI #FinancialServices
