Insights

We employ a team of individuals with expert knowledge in their respective fields; in technology, and in the various financial sectors we serve globally. In the pursuit of contributing to the community in which we work, we regularly produce whitepapers, case studies, feature articles and videos to share our insights. We also participate in round tables and other formal discussions.

We believe that this exchange of knowledge and ideas enables continuous innovation in our field and allows us to remain in-step with and pre-empt the needs of our clients.

Blog

The changing face of the financial advice market

13 June 2018

Post RDR, if you were to think about client segmentation within the financial advice industry it was likely as simple...

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How automation differentiates your financial services firm from the rest

5 June 2018

For many businesses, optimizing operations and processes is a real struggle. Not doing so usually leads to loss of productivity,...

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Feature articles

21/12/2016 –

A new era for Australian life insurance
25/02/2016 –

Transform back office operations via digital innovation
25/02/2016 –

Realising the preventative power of genetic information
06/01/2016 –

Does operational efficiency secure competitive advantage?
16/07/2015 –

Successful software implementation
01/06/2015 –

Embracing a digital world

Whitepapers & round tables

Turning technology to client-focused action

Roundtable in partnership with Super Review

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Software implementations – 10 essentials for success beyond go live

Whitepaper by Bisma Malik, Head of Client Delivery

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Case studies

Castle Trust - Taking back control

Rufus SaaS helps Castle Trust implement in-house admin with improved efficiency of service for new and existing customers. Castle Trust is an investment provider and specialty lending firm established in 2012. As of 30 September 2017, Castle Trust’s retail bond business had grown to £602.4m investment value under management.

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Smith & Williamson - deliver a fully integrated in-house service

Smith & Williamson Fund Administration Limited (Smith & Williamson) is an authorised fund manager for open ended investment companies (OEICs) and authorised unit trusts (AUTs). The firm administers 166 funds, valued at over £11.3bn FUM (as at March 2018).

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