Monthly Archives: July 2014

Infographic: Benefits of a Cloud-Based Software Solution

Mal Cullen, Head of the Americas and Eagle ACCESS℠


I recently contributed a piece to the Financial Technologies Forum’s ‘The Bull Run’ blog, called: ‘When is the Cloud Not the Cloud?’. It drew a distinction between the myriad software providers out there that claim to offer hosted or cloud-based solutions (when in fact they’re providing either remotely supported on-premise solutions or solutions designed for on-premise installation that sit on the cloud), and a ‘true’ cloud provider. In that post, I listed seven questions you should be asking your cloud-based solution provider to find out if they are the real deal. We have now put together an accompanying infographic outlining the benefits of a truly cloud-based solution and what you should be looking for from one.

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Making Sure You Get the Most From Your Technology

Michelle O’Connell, Relationship Manager, Eagle Investment Systems


As anyone who has been involved in such a project before knows, investing in a technology solution doesn’t end with its roll out. It’s our business to help firms grow their assets more efficiently through our innovative solutions and we realize that an important element of that is to work with our clients to ensure their investment in our technology continues to deliver long-term value.

One way that we do this is for our relationship managers to perform regular business reviews. The benefits of keeping an open and active dialogue with our clients to discuss the challenges they face and their priorities are two-way. In many instances, we can help them find a solution within the Eagle platform or give them the benefit of our experience of working with firms with similar needs. At the same time, understanding the issues firms are grappling with can help shape the development of our product solutions and upgrades. Read More…

Defining IBOR at TSAM

Mal Cullen, Head of the Americas and Eagle ACCESS℠


Last week I had the privilege of sitting on a panel discussion at the 2014 TSAM New York conference.

The theme of the panel was the Investment Book of Record (IBOR), a subject I have written about on this blog before. IBOR is one of the hottest topics in the financial industry and something many firms are looking to implement as they recognize the business benefits it can bring. Read More…

Do It Yourself or Get It Done For You? Either Way It Is Good to Have Options.

Amir Dehestani, Global Sales Solutions Manager, BNY Mellon Program Services, Eagle Investment Systems


I have always prided myself with having a “do it yourself” (DIY) attitude. Increasingly however, I find myself embracing the “done for you” (DFY) way of thinking. Case in point: five years ago I purchased paint supplies from the local hardware store with the intention of painting a bedroom in my home. The years passed and the cans of paint sat there unopened serving as a constant reminder of how short-lived my DIY attitude was for this project. Sure, there were feeble attempts over the years when I would take the paint back to the store to get re-stirred in hopes of finally seeing this project through, just to return home and put them right back in the basement. Finally, after five years, I caved in and hired someone to perform the now daunting task. Read More…

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