CloudMargin and SmartDX teamed up to run a peer benchmark survey and a follow-up webinar to discuss the results and also:
- What are the key steps to become compliant with UMR?
- Comparing Word and Email for repapering with a modern electronic platform
- Moving from execution to implementation, getting sign-offs and gathering the terms and data you need
- Comparing Excel for a regulated operational task with the latest electronic platform
- Hear from someone who’s actually trodden this path and give objective feedback
Speakers included:
- Robin Moody – Global Head of the SmartDX business
- Lee McCormack – Head of Strategy and Product Development
- Ricky Maloney – Business Manager for Rates & Absolute Return
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