CIO

OCTOBER 2, 2024

Setting the course: The importance of clear goals when evaluating data and analytics enablement platforms Improving credit decisioning for financial institutions Say you’re a bank looking to leverage the tremendous growth in small business through lending. To find out, start by considering the following questions: 1.

Due Diligence 431

Due Diligence Banking Knowledge Intelligence 431

CIO

APRIL 21, 2023

Here are four major setbacks that business and IT leaders could encounter if they rush to adopt a new technology without due diligence. Lack of support Finding resources who are skilled with a new technology can be a challenge. The business folks went all out as they wanted to get the maximum out of the solution.

IT 393

IT Due Diligence Loss Banking 393

CIO

MARCH 19, 2024

Its Agentware internet search tools are used by enterprises including Barclays Bank and Unilever and sold as shrink-wrapped software through retail outlets. June 2010: Autonomy acquires CA Technologies’ information governance business. May 2016: HPE sells its IT services business to CSC, forming DXC Technologies.

Due Diligence 397

Due Diligence Loss Security Security 397

CIO

JULY 13, 2022

The paper references the cloud concentration risk concerns raised by the Bank of England in previous research. And of course, when a firm relies on a third-party provider for services, software, or a hosted environment, a set of due diligence goes along with ensuring the resiliency of that solution. We all know the drill. .

Due Diligence 369

Due Diligence Banking Finance Security 369

Smart Data Collective

FEBRUARY 28, 2022

A growing number of banks, insurance companies, investment management firms and other financial institutions are finding creative ways to leverage big data technology. ACH payments allow users to transfer cash from one bank to another online. Most businesses accept credit and debit card payments for convenience. Lower costs.

Banking 305

Banking Due Diligence Security Security 305

Alpha Sense BI

FEBRUARY 23, 2024

Over the last decade, the investment banking sector has been completely transformed by a myriad of factors —the mounting prevalence of digital transformation, shifting economic paradigms, and opportunities in trending areas such as sustainable finance, blockchain , RegTech, etc.

Banking 111

Banking Due Diligence Competitive Landscape Benchmarking 111

Alpha Sense BI

DECEMBER 26, 2023

Factors affecting funding activity include nearly a dozen interest rate hikes by the Federal Reserve Bank since early 2022, record inflation as the highest in four decades, fading valuations, and looming fears of a recession. The case for robust due diligence plays a vital role in either fight-or-flight market scenario.

Due Diligence 59

Due Diligence Capital Algorithm Banking 59

Alpha Sense BI

JULY 21, 2023

In periods of high risk, renewed attention is brought to due diligence and what should concern your decision-making. For any business, maintaining a steady, reliable cash flow is vital to surviving unpredictable, underwhelming fiscal performance—especially in an economic downturn. Is Cash Flow Stable?

Due Diligence 52

Due Diligence Capital Market Intelligence Loss 52

Alpha Sense BI

JULY 10, 2024

While sustainability initiatives continue to take center stage for banking and financial institutions globally, U.S. policymakers regarding the appropriate approach and level of involvement to institute climate regulations for large banks. Its 45 members comprise central banks and bank supervisors from 28 countries.

Banking 52

Banking Globalization Due Diligence Finance 52

Alpha Sense BI

SEPTEMBER 21, 2023

As the economic landscape quickly devolved, it became imperative for investors to perform due diligence so as to ensure portfolio diversification and investment activity. AlphaSense aggregates non-public reports from over 1,500 firms, including top Wall Street names such as Goldman Sachs, JP Morgan, Cowen, and Bank of America.

Marketing Research 98

Marketing Research Market Research Research Due Diligence 98

Netbasequid

SEPTEMBER 12, 2022

The speed at which the market changes demands that businesses increase their pace in proportion, if they are to survive. Consequently, businesses need to have almost instantaneous access to the information they need to make informed decisions. Businesses can maintain a monitoring/discovery loop. Agile research to the rescue!

Marketing Research 98

Marketing Research Market Research Research Due Diligence 98

Alpha Sense BI

APRIL 4, 2024

While they are not newcomers to digital transformation, investment banks (IBs) are increasingly adopting generative artificial intelligence (genAI) across their organizations. In the last couple of decades, investment banks have adopted AI for customer-centric interfaces and to automate data functions. million per employee by 2026.

Banking 45

Banking Due Diligence Intellectual Property Knowledge 45

Alpha Sense BI

FEBRUARY 23, 2023

In today’s times, environmental, social, and governance (ESG) practices are ubiquitous in any company’s business strategy. ESG centers on a more stakeholder-centric approach to doing business by focusing on ethical and eco-conscious corporate policies that reflect shareholders’ priorities and provide transparency to investing parties.

Due Diligence 104

Due Diligence Banking Innovation Market Intelligence 104

ArchIntel

MARCH 31, 2021

His LinkedIn account reveals that he leads an agile team of engineers in the development of new business opportunities in sensing, perception and autonomous systems. “I Aside from spotting business opportunities, his job involves maintaining program schedules, budgets, milestones, customer relationships and reporting, he added.

Competitive 104

Competitive Due Diligence Marketing Marketing 104

Zoominfo

OCTOBER 2, 2018

Live events: Collecting business cards at trade shows is commonplace for marketers. Still, even if teams preach about manual due diligence, once these records are uploaded, normalization issues can easily arise after inputting these data sets into a larger database.

Due Diligence 113

Due Diligence Sales Banking Marketing 113

Alpha Sense BI

MARCH 22, 2023

Amidst a host of macroeconomic factors—the Russian-Ukrainian War, inflation, and supply chain shortages, to name a few—business leaders are facing a multitude of difficult decisions and unique challenges. A particularly striking example of this is the recent collapse of Silicon Valley Bank.

Banking 98

Banking Primary Research Due Diligence Research 98

Wink Intel

JUNE 7, 2021

NEW YORK, JUNE 4, 2021 – NFP , a leading insurance broker and consultant providing property and casualty (P&C), corporate benefits, retirement, and individual solutions, today announced the launch of its newly designed administration platform for bank owned life insurance (BOLI), powered by NFP Connect.

Banking 40

Banking Due Diligence Algorithm Globalization 40

Alpha Sense BI

NOVEMBER 17, 2023

Many are unaware of the lucrative insights packed within these reports, spotlighting sector opportunities ripe for investment and strategic business action. Equity research analysts must be conversant with the business regulations and political dynamics to decide how it will affect not just the market environment, but business in general.

Research 105

Research Due Diligence Analysis Competitive 105

Evalueserve

AUGUST 16, 2021

Investors and fund managers are asking for detailed disclosures before investing, and findings of due diligence are having a real impact on the market value of companies. Figure 1: ESG Factors. ESG Indexes. The trend in ESG investing is reflected in the ESG indexes as well. in 2020 vs. 2019.

Due Diligence 98

Due Diligence Knowledge Banking Analysis 98

Fuld

MAY 14, 2024

Using competitive intelligence to inform a partnership decision Fuld’s due diligence team assisted a global food company in evaluating the viability of a partnership with a California-based food and beverage manufacturer impacted by a significant product recall.

Due Diligence 52

Due Diligence Competitive Intelligence Banking Globalization 52

Alpha Sense BI

MAY 5, 2023

2020 ushered in unprecedented uncertainty and transformation, as businesses worldwide scrambled to adapt to shutdowns amidst a global pandemic. 2023 so far has revealed ideal conditions for dealmaking due to valuation resets, lessened competition for deals, and new assets coming to market.

Biotech 97

Biotech Capital Banking Startups 97

Alpha Sense BI

FEBRUARY 3, 2023

ESG — environmental, social, and governance — centers on a more stakeholder -centric approach to doing business by establishing ethical and eco-conscious corporate policies that provide transparency to investing parties. But today, ESG has emerged as a business-as-usual topic, even amid uncertain global economic conditions.

Finance 98

Finance Due Diligence Banking Pharmaceutical 98

Evalueserve

JULY 28, 2021

The recently issued interagency statement SR 21-8 is a non-binding guidance note with very useful and practical suggestions on how banks can juggle resources between SR 11-7 and AML/BSA compliance. Banks may apply a less intensive targeted/change-based validation approach to approve these changes or may leave revalidation altogether.

Due Diligence 52

Due Diligence Management Banking Analysis 52

Alpha Sense BI

DECEMBER 13, 2024

Increasingly, asset managers are discovering how genAI can optimize their portfolios, enhance trading processes, source deals, and streamline due diligence , among top use cases. The bank estimates that more than 98% of clients obtain answers they need from Erica within 44 seconds, on average.

Due Diligence 52

Due Diligence Startups Banking Capital 52

Alpha Sense BI

DECEMBER 18, 2023

From opportunity identification and due diligence to investment decision-making and portfolio management, AI is now a key tool for most asset managers. Similarly, genAI is transforming the way the investment space is doing business. Passive strategies, on the other hand, track, mirror, and replicate a particular index.

Due Diligence 59

Due Diligence Management Briefing Algorithm 59

Alpha Sense BI

JUNE 9, 2023

Troves of Chinese city and business officials have made countless trips to Asia and Europe since December of 2022 in an attempt to rake in investments as local governments try to hit growth and employment targets—and more importantly, lower China’s $9 trillion debt. In March, U.S.

Due Diligence 52

Due Diligence Banking Security Security 52

Alpha Sense BI

MAY 28, 2024

The top three trending sectors—information technology, healthcare/biotech, and business and financial services— ushered in funding rounds over $100 million since the beginning of the year. If they have to go to the bank, they may be paying more on a note than they were a year ago if interest rates are higher. Interest rates are high.

Capital 69

Capital Startups Due Diligence Biotech 69

Alpha Sense BI

APRIL 29, 2024

Over the last couple of years, funding activity has been affected by nearly a dozen interest rate hikes by the Federal Reserve Bank, the highest record inflation in four decades, market volatility, and fading valuations. While dry powder experienced a run in 2021, venture capital investment in the U.S.

Capital 52

Capital Due Diligence Biotech Startups 52

Alpha Sense BI

DECEMBER 1, 2022

Tech and business services will continue to attract investor interest as companies are looking for ways to offset rising costs and margin squeezes. However, due to rising interest rates and a dimmer economic outlook, as well as the rise in the cost of debt, dealmaking activity has slowed down in 2022.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Alpha Sense BI

JUNE 3, 2024

In the world of business, buy-side and sell-side research both play a pivotal role in guiding investment decisions. On the other hand, sell-side research is produced by investment banks, brokerage firms, and other financial institutions that sell investment products.

Research 52

Research Due Diligence Banking Analysis 52

Alpha Sense BI

JUNE 29, 2023

But while attaining an ESG-stock label is a must for any company looking to survive a volatile market, some leadership execs question how ESG translates into how they run their business. While some business leaders may want to minimize their GHG impact, the truth, as aforementioned, always comes out.

Due Diligence 52

Due Diligence Restaurants Banking Finance 52

Alpha Sense BI

JULY 13, 2023

There’s no denying that the fallout of Silicon Valley Bank (SVB) and Silvergate reinforced skepticism amongst VC firms. A large portion of SVB’s business focused on venture capital and private equity —a sector that has performed well over the past decade. So how can the slack that comes with layoff be picked up?

Capital 52

Capital Startups Due Diligence Finance 52

Alpha Sense BI

JULY 11, 2023

By aggregating insights from leading banks, including Morgan Stanley, J.P. Morgan, Bank of America, Barclays, and exclusive partnerships with Citi and Goldman Sachs, we have a firm grasp on the market-moving trends set to impact the second half of 2023. And it’s bound to impact the U.S.,

Research 40

Research Due Diligence Banking Market Intelligence 40

Alpha Sense BI

APRIL 19, 2024

Having proven to be a catalyst for business growth, genAI is projected to boast a $1.3 trillion market evaluation by 2032 due to the ever-increasing number of companies integrating this technology. Funding within the quantum computing space set a new record in 2023 due to early investors (i.e., OpenAI’s ChatGPT ).

Technology 69

Technology Technology Retail Due Diligence 69

Alpha Sense BI

MAY 2, 2024

AlphaSense’s premium broker research offering, Wall Street Insights® , is the only collection available for the corporate market that aggregates reports from all leading global banks, including Goldman Sachs, Citi, Bank of America, and Bernstein Research.

Marketing Research 52

Marketing Research Market Research Retail Research 52

Wink Intel

JUNE 29, 2021

” “Annexus takes great pride in the rigorous due diligence and in-depth research and analysis that goes into our index selection process,” said Co-Founder Don Dady. Athene USA is headquartered in West Des Moines, Iowa and is the principal operating location for Athene’s business in the United States.

Banking 40

Banking Due Diligence Globalization Loss 40

Netbasequid

APRIL 1, 2021

Filling your coffers with consumer, competitive and market intelligence pulls back the curtains and opens the windows breathing new life into the way you do business. Unlocking white space opportunities and insight into emerging trends bubbling below the surface of business as usual is empowering.

Marketing Research 105

Marketing Research Market Research Research Marketing 105