Services for FS Firms

Corporate Actions Advisory Service

B.I.S.S. Research can provide advisory services to financial institutions for the selection of Corporate Action systems or to assess internal system developments plans to automate Corporate Actions processing. The extensive data bank of information built by B.I.S.S. Research created from almost a decade of research assessing the Corporate Actions market can by a vitally important ingredient for financial services firms in limiting the cost and risk of procuring the right system for their business. Equally the data bank of information created through the exacting benchmark process over the last decade provides a generic industry benchmark for financial services firms to measure their own business operations and functional requirements against the generic industry requirement of either an Asset Manager, Wealth Manager, Broker Dealer or Custodian. To enquire about this service please email: gary.wright@bissresearch.com

Training Courses

B.I.S.S. Research recognises the importance of having a well informed work force and due to the current financial crisis many firms have had to cut costs and unfortuantely let a number of experienced staff go. However, it is crucial that the Corporate Actions department is staffed by people who fully understand Corporate Actions Processing as the Operational Risk to the company can be huge if there is a breakdown in this department. Much has been written about the a lack of experienced people available for the Corporate Actions Department and as such many companies are existing on one or two experienced staff surrounded by inexperienced temps. These experienced staff are often unable to spend the necessary time educating these temps, so B.I.S.S. Research has put together a comprehensive 2 day Corporate Actions Course which can be delivered in-house, or externally as required. For further information please email: courses@bissresearch.com

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