Monthly Archives: March 2016

Eagle’s Canadian Client User Group Grows Roots

The launch of the Canadian Client User Group, coupled with our attentive participation, underscores Eagle’s collaborative approach to addressing evolving business needs


Rashmi Patel,  Relationship Manager – Canada

Those who read Walter Isaacson’s biography of Steve Jobs will realize that while Jobs may have had a singular personality, he was perhaps one of the biggest champions of the collaborative approach in creating integrated solutions. In fact, he was such an advocate that when he assumed the lead of Pixar he went so far as to redesign the office to facilitate unplanned encounters, all in the name of promoting an exchange of ideas across the business. Collaboration also drives everything at Eagle. But unlike Jobs, who is often cited as saying “It isn’t the consumer’s job to know what they want,” Eagle has sought to bring our clients directly into the creative process. In financial services we believe this approach is quite necessary to stay ahead of the evolving business needs in such a complex and dynamic industry. While this collaboration can take many forms, the recent launch of a client user group in Canada highlights both the role of the client in advancing our solution set as well as the enthusiasm it has created in our organization.

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FINcastle’s CEO Bevin Crodian Shares Thoughts in a blog contribution titled
Fiduciary Rule Highlights
Data Deficiencies

Bevin Crodian, CEO, FINcastle Consulting

The US Department of Labor (DOL) Fiduciary Rule, likely out in a few weeks, will impose new restrictions on a large number of financial professionals who handle IRAs and 401(k) accounts. This will pose another issue for asset managers: the absence of data transparency. In targeting private wealth managers, the regulators have put in their cross-hairs a segment of the financial services community that potentially has neither the existing infrastructure nor the IT resources to meet the data management demands of heightened oversight. As such, it’s not out of the realm of possibility that the DOL Fiduciary Rule will translate into a need for increased transparency and thus more work on the part of the fund managers, service providers and institutions that sell into the private wealth market and count these firms as valued clients.

Traditionally, data issues for private wealth companies center on the challenge of delivering comprehensive and meaningful client reports. But the larger demands of overarching data accessibility often get much less attention. Such neglect may not be an option in the future. Calls for improved business command and control as well as regulatory requirements will force the retrieval of increasingly complex reports to satisfy client, business and regulatory demands.

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