Webinar: Client Asset Protection for CASS 7 - The change in the Technology Paradigm for Client Money

FourthLine's webinar on the use of technological solutions to improve CASS compliance, held in partnership with Cashfac in June 2019, is available to view on demand.  


Firms are increasingly looking to technology solutions to help facilitate improved compliance to CASS rules, as they look to streamline processes to mitigate risks, whilst reducing time and costs for both clients and firms.

But how can you ensure that these technology solutions are right for your firm and effectively meet your CASS obligations?

This webinar, hosted in partnership with Cashfac, discusses:

  • The importance of Operational Resilience and Innovation & Data
  • The limit of technology solutions and why they are not always right
  • How to ensure technology solutions are effective in the context of CASS
  • The key elements required in Client Money systems - accounting, reconciliation, reporting and collections management.
  • Maximising the return on client money in this low interest environment

Enter your details below to watch a recording of this webinar.

 

Topics: Client Assets (CASS), Investment Management, Banking

August 8, 2019