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Treeno Blog
Friday, April 21, 2017
Posted by at 2:58 pm
Assessing risk as part of a client's financial portfolio is a task that wealth managers are used to completing on a daily basis. However, recent studies reveal that risk management for wealth and asset managers is starting to take a new turn towards the protection, accessibility, and transparency of data. In fact, satisfying the demand for safeguarding, accessing, supporting, collecting, and presenting data is now an essential task for wealth and asset managers. (more)
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Friday, April 14, 2017
Posted by at 8:00 am
Third Party Administrators (TPAs) are faced with the daunting task of internal auditing. Creating a documented process and a review checklist will simplify the audit to ensure employees are dotting their I’s and crossing their T’s. First, let’s ask a fundamental question. Why and when do you need to conduct an internal audit or put monitoring in place? (more)
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Friday, April 7, 2017
Posted by at 8:13 pm
People, processes, and technology, these are the three critical elements of a properly run claims department. However, on their own, these elements aren't enough to let you sleep soundly. Fortunately, with the addition of the following three qualities, your claims department can run smoothly and efficiently. (more)
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