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If Great Tech Is Hard to Use, It’s Not Great Tech

If Great Tech Is Hard to Use, It’s Not Great Tech

Technology is never a differentiator in itself. Creating a competitive advantage depends on finding applications of that technology to better serve customers. The distinction may seem obvious, but as fund administrators expand investments in data operations,...

The right mindset can unlock success in fund services

The right mindset can unlock success in fund services

How Elon Musk and a Depression-era self-help book can guide Wall Street forward What do the Oracle of Omaha, America’s Money Manager and the Technoking of Tesla all have in common? Cool nicknames, for sure. But Warren Buffet, Peter Lynch and Elon Musk have other...

Technology and Leadership: A Reading List

Technology and Leadership: A Reading List

Fund administrators and everyone else seeking to grow their business might want to consider Harmonate Chief Technology Officer Richard Scheffrin’s book recommendations. Richard has been moving recently from a tech-heavy reading to a diet of texts on business strategy...

Building credibility in the face of resistance to change

Building credibility in the face of resistance to change

Automating back-office tasks is the way of the future. It’s the indelible image of market upheaval. Whenever there’s a hiccup on Wall Street – boom or bust – the financial press runs photographs of brokers on a trading room floor. Their hair is mussed up. Their ties...

Microservices are at the heart of Conductor’s flexibility

Microservices are at the heart of Conductor’s flexibility

Complex systems are necessarily fragile. One change can throw everything into chaos. Like the puzzle game Jenga, a technology stack might fit together to form a beautiful structure. But if someone takes away a piece or adds another to a wrong place, disaster can...

4Pines CRO Michael Gull: Manual Sub Docs Are Not A Necessary Evil

4Pines CRO Michael Gull: Manual Sub Docs Are Not A Necessary Evil

4Pines Fund Services’ CRO Michael Gull recently nailed why 45-page fund subscription documents and manual data-entry are still tolerated at more funds than an outsider would imagine. “It’s just being able to be nimble and smart enough to implement the right automation...

Making the case for fund data ops, one project at a time

Making the case for fund data ops, one project at a time

When funds need to solve one specific data problem, they’re creating an opportunity to discover how data operations can deliver broader efficiencies and savings. A fund administrator was having data problems in its securities business. They reached out to data...

Get to Know Conductor. We Think You’ll Like (and Trust) It.

Get to Know Conductor. We Think You’ll Like (and Trust) It.

Charles Lyell, a 19th century Scottish polymath, once said, "Never call an accountant a credit to his profession. A good accountant is a debit to his profession." It’s hard not to respect an accounting joke that still stands up after a couple hundred years. But the...