Posts Tagged ‘analysis’

H Is For Heuristic

H is for Heuristic Analysis

To deliver a positive experience for your visitors, it’s important to make sure you are resolving usability issues

SEC Investment Company Reporting Modernization Support

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

SEC Investment Company Reporting Modernization Program Challenges

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 challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

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 […]

SEC Investment Company Reporting Modernization Deadlines

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

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, […]

Data Science Model Presentation

[Guide] SEC Investment Company Reporting Modernization

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

6 Challenges Of Business Intelligence User Adoption

The business intelligence (BI) industry has been plagued with poor user adoption for years and has a huge failure rate among companies. Here are some of the reasons why. Product is challenging to use: When a BI tool is not designed for business users, such as financial advisors and client associates who are primarily non-technical […]

A Glimpse at Wired.com’s Redesign

Looks like the folks over at Wired launched a redesign of their site yesterday.  I was just reading through an article about it written by their engineering director. http://www.wired.com/2015/03/wired-dot-com-from-the-devs/ I’ll let you creative types comment on the actual design of it, but there are some interesting things they are doing developmentally that strike my…interest. First, they […]

Mixing MPA and SPA: worst of both worlds

When the web was young, it was simple, it was stateless. It was originally envisioned by its creators as a set of hypertext documents linked together. Then, somebody added a forms tag and the era of web applications has begun. Nowadays, web applications could be as complex as needed. Pretty much any kind of application could be […]

Zen and the Art of Search Statistics

Yesterday a client asked me what Key Performance Indicators (KPIs) they should be tracking on their public site search. At first I was afraid I would not be able to answer this question – I don’t know their business or website nearly as well as they do. I know the wide variety of statistics that are […]

Seth Godin on Taking the Plunge

As individuals, we like to be reassured that we’re making the right decision. Most of the time we don’t need the exact plan, but some relevant information. Seth Godin points out that, in many instances, we over-rely on the exact road map when in fact there is likely a problem and solution that is close enough: The […]

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