In one of the more infamous data breaches, the Department of Veteran Affairs exposed 26.5 million PII (Personally Identifiable Information) records of its military veterans and personnel when a laptop containing this data was stolen from the home of an employee. Imagine if this situation occurred at your fund, where your employee’s mobile device containing… Read More
Salesforce.com does more than just manage the sales process. Many of FinServ’s clients are evaluating Salesforce as a key pillar of their Front, Middle and Back office operations. Salesforce is a robust, configurable platform capable of handling your fund’s operational infrastructure needs at a fraction of the price and ramp up time of traditional offerings.Here… Read More
FinServ shares some key considerations and best practices from our hands on experience in developing and reengineering our clients compensation systems and processes. Read More
Is your business too dependent on excel? Here are some key warning signs that you may be at risk. Read More
Over the past decade, FinServ has served many of the top players in the alternative asset management industry across a variety of mission critical projects. This has given FinServ the unique perspective of seeing the pressing issues affecting the industry and how technology can be best utilized to meet the needs of the business. FinServ… Read More
Is your business converting to a new information system? Hear about some of our industry best practices. Read More
FinServ’s extensive experience in onboarding TPA’s for our clients has uncovered the following best practices for Hedge Funds and Private Equity firms to consider when onboarding a new Administrator Read More
