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Distribution & technology: Solving the crypto puzzle
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Driving a digital transformation
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Roundtable: Data updated
Tony Peacham (head of data management and reporting, Amundi)
Simon Keefe (head of product, Calastone)
Richard Clarkson (global head of solutions, Flexcube Investor Servicing, Oracle)
Petra Roche (client relations and projects, Metrosoft)
FundTech – Eighteen months on from the last roundtable on data, has there been any progress in terms of the timeliness of data delivery and the quality? Are we in a better place?
Tony Peacham, Amundi – At Amundi, we have a lot of emphasis on client reporting and regulatory reporting on behalf of our clients as well. Since the last roundtable, we have been focusing more on analytics and the timeliness of reporting through dashboards. We have looked at where data on primary factsheets may affect secondary factsheets. We found that, by doing some retrospective checking on datasheets from previous months, we could deliver more timely reporting and even reduce the timeframe for producing client factsheets by at least a d