About Eagle

Meet… Diane McLoughlin

diane_picEagle Investment Systems’ Chief Client Officer discusses her recent appointment at Eagle and how the new executive position was designed with clients in mind

Q. You were recently named the Chief Client Officer, or CCO, at Eagle. As this is a unique position in Fintech, can you provide some color as to what this role entails?

A. We created this role with the objective of building upon our traditional client focus at Eagle. All of our client-facing teams now reside under the CCO, including North American Sales, Product Management, Global Marketing and Relationship Management (RM). In bringing these teams together within a larger group, we’re able to ensure there’s consistency between all of the client touch points. We also felt that by aligning these groups, we can make sure that the client is heard clearly across Eagle and that their needs remain at the forefront of everything we do. We believe that by more closely integrating these teams, our clients can realize even more value through all of our solutions, across data management, accounting and performance measurement.

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Superannuation Funds Turn to Technology to get Ahead of the Pack

Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC

At the recent Superannuation Fund Back Office Forum in Sydney that I chaired, a number of recurrent themes surfaced that highlighted just how rapidly the superannuation market is growing and evolving. As the event’s experts and speakers highlighted, technology is central to enabling that growth and a bifurcation is beginning to take shape distinguishing those firms that can make the best use of it and those that cannot.

While a number of technology-driven trends are shaping activity, we’ve identified the three that we feel are the most important.

Building In-House Investment Teams
Historically, superannuation funds have typically outsourced the management of their investments to external fund managers. However, as funds continue to grow their AUM and reduce their fees and costs, more are looking to develop their own in-house investment capabilities and are now building their own internal teams to manage certain strategies or asset classes.

In order to do this, firms need to expand their technological capabilities with the corresponding front- and middle-office tools needed to support the activities of their investment team.

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Q&A with Eagle’s Robert Erman

Rob Erman, Head of Global Professional Services, Eagle Investment Systems

Eagle Investment Systems’ Head of Global Professional Services shares implementation best practices and highlights on how clients can get the most out of their solutions.

Q. You’ve been with Eagle for nearly a decade now as the Head of Global Professional Services. Can you discuss what that role entails?

A. Over my tenure at Eagle, we have seen our business grow and the expectations of our clients rise dramatically.  With our leadership in the industry, clients expect us to help them improve their operation by implementing our technology. I oversee a team of more than 200 people and we work diligently to ensure we have an optimized and repeatable implementation plan, so when clients sign on with Eagle they understand not only how to use the software but also how to fully leverage the power of the Eagle platform. We’ve done this hundreds of times, so we are able to steer clients down the right path with sound proven ways of doing things. Within Eagle, I want to make sure my team is communicating daily and sharing best practices, because that institutional knowledge is incredibly valuable to clients and can really accelerate their time to value.

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Eagle gives back with Third Annual Day of Service

Mal Cullen, Chief Executive Officer

I am pleased to share that the third annual Eagle Day of Service was yet another great success! The Day of Service has become a wonderful tradition so foremost, I want extend a big thank you to the dedicated employees and incredible organizations that make this day possible. Nearly 200 employees donated their time to work at nine local nonprofits around New England. In total, a new record of almost 500 hours of service were provided to organizations including:

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TSAM Recap: Managed Services Becoming Key Piece in Data Quality Puzzle

Jeremy Skaling, ‎Managing Director, Head of Product Management

meetingData quality was in focus at TSAM New York in June. In a panel on the topic—as part of a discussion that ranged from data lineage to data domains—I had the chance to highlight the continued focus within investment managers to employ data management best practices. These best practices include a comprehensive data governance program that aligns business owners with technology solutions and service providers.  By deploying best practices, firms find that data management can be as much about ensuring data quality as it is about finding new efficiencies. As a result, we are increasingly seeing that investment firms are considering new ways to integrate managed services into a more comprehensive data governance strategy.

As I underscored at TSAM, much of this has to do with the need for flexibility and agility, which are critical in today’s complex data environment, particularly in an industry as dynamic as financial services. Investment firms must have the right processes and disciplines in place to truly manage and govern their data.

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Harmonizing Babel: Business Ontology Standards in Focus

Paul McInnis, Head of Enterprise Data Management, Data Management

Business Ontology Standards in FocusThe Wall Street Journal, in a headline six years ago, asked: “Are dictionaries becoming obsolete?” The article, to the chagrin of some traditionalists, implied that if the dictionary wasn’t yet obsolete, than the end would be approaching soon. Yet, in an era when even Scrabble saw fit to adulterate its official dictionary it with millennial slang — be it “lolz,” “lotsa,” or “ridic” — hope remains for the traditionalists, as best practices in data management are driving the adoption of thorough and comprehensive business glossaries. At this point, advocacy may be isolated to data scientists and CIOs, but make no mistake, appreciation and the demand for precision around ontology standards is growing as this uniformity, or lack thereof, is among the larger “gating” items for large-scale enterprise data management projects.

For the uninitiated, a business glossary is the definitive reference guide that establishes and cements a standard for business terms and relationships across an enterprise. In an era of ever-sprawling financial institutions, in which organizations stretch across regions, asset classes and cultures, a definitive business glossary is critical to engender a common understanding around what each term means for all employees and business partners, and in all cases.

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An award-winning week for Eagle

Mal Cullen, Chief Executive Officer

AwardIn the space of a week we have won four prestigious industry awards. First, we were named Asset-Servicing Technology Vendor of the Year at the Custody Risk Americas Awards dinner. This latest honor represented the second year in a row that we have taken home this prize. The Custody Risk Americas Awards recognizes the outstanding achievers in the securities services industry in both North and South America.

To add to that, we were announced as winners in three categories at FTF News’ Technology Innovation Awards. Eagle was named the Service Provider of the Year and Best Outsourcing Provider, and for the third consecutive year Eagle Accounting won the Best Buy-Side Operations Solution.

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