Solutions
By George Ralph, RFA – How do firms retain 100% of their clients? Firstly, when clients have put their trust into your business and agreed to work with you, that’s just the start of the journey. Many businesses see winning the client as the end goal. Instead see this as the beginning of a long partnership and take a systematic approach to onboarding new clients, which means less errors, and a professional service delivered both before and after the client signs up with you.
A specialist should work through a set of steps starting with initial data gathering, to create
Callsign, an artificial intelligence-based authentication platform, has raised USD35 million in a Series A investment round led by global venture capital firm Accel and early-stage investor PTB Ventures.
Allegis Capital and cybersecurity industry veteran David DeWalt’s NightDragon Security also participated in the round.
With the proliferation of data breaches, advanced threats resulting in stolen user credentials, there is increasing pressure on companies of all sizes around the world to implement better authentication practices. In 2015 alone, cybercrime cost businesses USD500 billion, and this is estimated to rise four times to USD2 trillion in 2019[1]. At the same time, companies
StarCompliance, a provider of enterprise compliance and regulatory software solutions for the financial services industry, has secured an investment from Luminate Capital Partners, a San Francisco-based private equity firm, to support its global growth strategy.
StarCompliance’s software platform helps financial services institutions manage, prevent, detect, report and resolve employee conflicts of interest by providing an unmatched 360-degree view of employee activity across the enterprise. StarCompliance’s platform monitors critical regulated employee activities such as personal trading, gifts and entertainment, political contributions and outside business activities to ensure ongoing compliance and mitigate the operational and reputational risk of non-compliance.
“We are
By George Ralph, RFA – We all know that cyber-attacks are not only more prevalent but they are increasing in ferocity, becoming ever more ambitious and overt. The latest culprits, Petya and WannaCry both used phishing attacks to spread malware through networks, and Petya rendered the user’s computer inoperable and gave hackers full access to the usernames and passwords stolen from the computer.
Here is a set of top tips to prevent your firm being an easy target for cybercriminals:
1) Get your paperwork in order
Documented policies and procedures safeguard business data, systems and networks and allow you to
Below is an excerpt from Eze Castle’s whitepaper, Is Hybrid Cloud Right For Your Firm?.
Download the full whitepaper here.
With its security, privacy, and performance, the private cloud has been the go-to option for financial and investment firms that require enterprise-caliber IT infrastructure. In most cases, that private cloud is professionally managed by a service provider solely focused on monitoring, managing, and maintaining that infrastructure to meet business requirements and compliance directives. Thus, firms benefit from seasoned, industry-experienced professionals who live and breathe financial IT.
For many firms, so-called public cloud infrastructures offer compelling opportunities and advantages. For
FTI Consulting has launched its Specialist Director Support Services offering in the Cayman Islands, following approval of a Companies Management Licence by the Cayman Islands Monetary Authority (CIMA) and the registration of individual directors under the local Directors Registration and Licensing Law.
FTI Consulting has one of the most active restructuring teams for distressed funds in the Cayman Islands and will complement its existing services to alternative investment funds with this offering. As one of a select few restructuring firms licensed and regulated by CIMA for the purpose of providing independent directors, FTI Consulting senior leaders in the Cayman Islands
Entoro Capital has launched a private securities platform, OfferBoard, targeting Energy/Infrastructure-focused accredited investors and qualified institutional buyers.
With OfferBoard, issuers are able to rapidly communicate and promote the distribution of their Energy-related investment offerings to the family office, institutional, international, private equity sponsor, and traditional Energy-sector investment communities. Issuers include companies and funds from the Exploration & Production, Oilfield Services, Renewables, Power, Midstream, and Downstream subsectors. OfferBoard Direct Deal Issuers are pursuing capital raises with targets between USD5 and USD100 million, while Fund Issuers seek capital investments from USD25 to USD500 million.

The OfferBoard platform provides participants with immediate, global access
By Matt Mulry, Dillon Eustace – Whether you’re looking to launch a private equity fund focused on venture capital, real estate, infrastructure, technology, energy, health care or art or a hedge fund focused on global macro, long/short equity, special situations, fixed-income or commodities the Cayman Islands is a great place to start.
There are many options available to the start up manager to establish a track record and build the scale required to attract capital from key institutional investors across the globe. The right first step will depend on the location of the manager, the nature of the initial investors,
New York-based PortfolioScience and Eze Software have joined forces to offer the marketplace a unique solution for fund managers: pre-trade compliance rules based on market risk.
The RiskAPI service, developed by PortfolioScience, is a fully hosted and customisable risk solution that integrates seamlessly with existing applications and programming frameworks to generate risk calculations for multi-asset, multi-currency portfolios and individual positions.
Eze Investment Suite, Eze Software’s straight-through processing solution for the entire investment lifecycle, culls inefficiencies and replaces innumerable manual operations tasks by streamlining portfolio analytics, modelling, trading compliance and risk, from idea generation to settlement. The Portfolio Science application adds
FinTech Studios, a cloud platform of AI-based financial information, FinTech apps and big-data analytic products operated in partnership with top FinTech startups, financial institutions, data providers and strategic partners, has raised USD1 million in Series Seed funding, led by KEC Ventures.
Jeff Parkinson, Managing Partner of KEC Ventures, will join the FinTech Studios board of directors.
FinTech Studios was founded in 2014 by Jim Tousignant, the Company’s CEO, who previously was co-founder and President of Multex, a leading online research and financial information platform that went public in 1999 and achieved a market cap of USD1.5 billion.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
