Agentforce, the GenAI Agent by Salesforce
Publications
Articles, research and insights.
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Article - 11 minutes read
The Next Generation of Indexing Strategy: Direct and Custom Indexing
In 2021, the indexing industry is once again at the frontier of a new evolution: Direct and Custom Indexing. With the exploding popularity of personal investment platforms, it should come as no surprise that investors are looking for platforms that offer hyper-personalized options.
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Article - 11 minutes read
China enters a new era of data protection and privacy
2020 marked a year of great change in China's approach to data protection and privacy – how will these changes impact companies seeking to enter China's vast digital economy.
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Article - 7 minutes read
T+1 Accelerated Settlement: Key Factors and Next Steps for Adoption
The timeline for T+1 adoption released by the DTCC (Depository Trust & Clearing Corporation) and lessons learned from previous efforts to reduce settlement periods highlight the key factors necessary for a successful transition at an industry level and the next steps firms must take.
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Article - 9 minutes read
Human Trafficking Background and Impacts on Financial Institutions
Due to the increase in technology capabilities, human traffickers have become smarter which has made identifying Human Trafficking red flags even more imperative for Financial Institutions. Negligence in correctly identify Human Trafficking could lead to negative reputational risk and large fines.
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Article - 9 minutes read
Data Masking: Challenges and Opportunities
Data masking is the process of hiding original data with modified content. Actual data is hidden by random characters to protect sensitive data from third parties. In this article, we will take a look at the challenges associated with implementing data masking and the opportunities that it presents.
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Article - 9 minutes read
United States Sanctions Landscape: Quarterly Updates Q1 2021
The sanctions regulatory landscape is ever-evolving and full of frequent changes, with impacts on all U.S. persons and entities. [1] In this article, we provide a snapshot of U.S. sanctions activity, which occurred in the first quarter of the year.