Planning Of Financial Management Approaches

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Delegates also heard how they could deal with the impact of regulations on liquidity and collateral management. By adopting a strategic and agile approach ... as “another plank” in the strategic planning of financial firms, said Constantin Cotzias.

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“Our approach is different,” says Schillinger. “We wanted to keep the details from the scoring process ... Another high-profile user is AMTD Group in Hong Kong, which uses the platform for its financial planning services. And Privé has more than 1,700.