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SEC Investment Company Reporting Modernization Foundational Work

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

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Biggest Change Management Mistake: Treating All Stakeholders the Same

Treating all stakeholders the same is one of the most common, yet biggest, mistakes that change managers make today. Why? Because they’re not the same. As a sports fan – one who likes to both play and watch sports on TV – I came up with an analogy to illustrate the complexity of change management. The difference […]

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How You Interact Digitally Matters in the Car Rental Industry

While mobility and connected cars remain two of the most talked-about topics in the industry, car rental companies continue to invest heavily in other forms of digital transformation because they realize that providing an incredible customer experience is important to their business. Whether it involves making a reservation on the company’s website or making a […]

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How Microsoft Word “Protected View” Stops Information Leaks

Microsoft Word has long offered support for loading images and templates over the network.  This is a great feature within corporate environments because it facilitates the reuse of assets like logos and corporate document templates.  Unfortunately, these features can be abused by bad actors to obtain operational intelligence on individuals, or even to steal credentials.  […]

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Investing in Technology Across the Board in Insurance

Technology investment is an essential component of most strategic growth and operational efficiency initiatives. Technology comes in two parts. There’s the front-end technology that customers experience. There’s also the back-end technology that other stakeholders (i.e., agents, brokers, underwriters) leverage, enabling the company to effectively facilitate relationship-building. But equally important is technology that sits in corporate […]

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Why The Shared Investigator Platform (SIP) Was Created

This is the second post in a series on the TransCelerate Shared Investigator Platform (SIP). For background information on TransCelerate, see the initial post in the series. Very few doctors serve as clinical investigators (approximately 3%), which means many investigators work with multiple sponsor organizations. Each sponsor organization has its own site-facing IT systems and […]

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4 Reasons You Need Executive Buy-in for Change Management

Project-related change management activities often bring to mind logistical communications and training events. Something employees often want to know during this time: “what does this project mean to me and my job?” A user’s direct management should field that type of inquiry. Employees perceive direct managers to “understand me and my job.” That’s just a small […]

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Cost-Cutting and Technology Investments in the Airline Industry

Cutting unnecessary costs and investing in technology (e.g., digital, planes) to support the business is a complex task, but certainly a requirement for long-term growth. Fuel costs – the number-one non-labor expense for airlines – can only be hedged to the degree the petroleum market allows and that is by and large outside the control […]

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3 Reasons to Start Change Management Work Early

Have you ever been cooking and realized somewhere along the process that you missed a key ingredient? Once you’ve figured it out, you’re left with three options: Start over. Skip the ingredient altogether. Throw it in anyway and hope for the best. When we choose the third option, our dish usually doesn’t taste quite like […]

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SEC Investment Company Reporting Modernization Deadlines

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares some deadlines the new rules present. Form N-PORT If you are a larger entity with net assets of over $1 billion, you were initially required to comply […]

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Connected Cars Present Great Opportunity for Car Rental Companies

Similar to mobility, connected car technology (e.g., telematics) has been around for some time, but only recently has the car rental industry truly exploited the massive opportunity it presents. The Internet of Things (IoT) has allowed companies to leverage new technology that better manages their fleets of cars. It’s also helping businesses, such as those […]

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Upcoming Blog Series On TransCelerate Shared Investigator Platform (SIP)

In an industry that has historically been siloed and secretive, the nonprofit collaboration known as TransCelerate BioPharma, Inc. (TransCelerate) is a clear indicator of change. It was formed in 2012 by a group of innovative thinkers and doers from a handful of leading life sciences organizations, with the mission to “collaborate across the global biopharmaceutical […]

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Expanding Through M&A in the Insurance Industry

M&A is always on the table, as it can provide quicker access to more customers through geographic expansion, as well as new business lines and capabilities. It’s also a way to reinforce a company’s innovation strategy. Zurich’s acquisition of Bright Box, a company which provides telematics solutions “that link drivers to their vehicles, and the […]

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The Most Valuable Benefit of Salesforce Financial Services Cloud

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

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3 Reasons Change Management Isn’t Just Communication and Training

I hear it all the time. Change management is “just communication and training.” I cringe. Just communication and training? No wonder our projects continue to fail to achieve adoption levels that are both desired and critical to meeting the established ROI goals. I’ve worked in organizational change management for two decades. I’ll grant you that […]

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Customer Satisfaction in the Airline Industry

Customer satisfaction is always top of mind for airlines. Unhappy or disengaged customers naturally mean fewer passengers and less revenue. It’s important that customers have an excellent experience every time they travel. On-time flights, good in-flight entertainment, more (and better) snacks, and more legroom might be the obvious contributors to a good experience and more […]

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Are You Book Smart or Street Smart? Maybe Neither!

Back in 2011, I was getting to know my new team on a project.  I’m not exactly sure how the conversation started, but the question came up if we thought we were book smart or street smart?  So rather than make up my rationale for one or the other, I thought the best answer would […]

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5 Common Change Management Mistakes to Avoid

When companies implement new technologies or change existing processes, employees must be prepared to work in new and different ways. Without proper change management, disruption ensues at go-live. The user experience is abysmal. Projects fail. The value of a new technology is minimized because people don’t use the capabilities it affords. Processes become bookshelf material. […]

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Streamlining the Manufacturing and Automotive Treasury Function

The strategic vision of the manufacturing and automotive treasury function is to deliver efficiency, control, and scalability. The logical structure for this transformation includes several key components: business events, centralized demand deposit accounts with banking connectivity, and a reporting data warehouse. A comprehensive finance and treasury transformation program can help improve cash and liquidity management, […]

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Investment Company Reporting Modernization Goals & Expectations

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

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