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

Power to the people: Can investors use Open Banking to take control of their finances?

13 November 2018

Today most investors see their financial picture in fragments, with little connection between their short-term savings and longer-term vehicles such...

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Opportunities from Open Banking: Can sharing data allow companies to nudge investors to save more?

16 October 2018

As an industry we are fully aware that engaging people with savings, whether that be long or short-term, has always...

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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

Open Banking in Financial Services - Where might it go next?

Roundtable hosted by Bravura Solutions

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Turning technology to client-focused action

Roundtable in partnership with Super Review

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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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