Actualidades

📅 – As the general regulatory framework is strengthening, Know Your Customer (KYC) aspects have become a major issue for financial institutions. In order to ensure compliance and minimise client…

📅 – OLIS is the central access point for monitoring all information and reporting on the services provided by CACEIS. CACEIS teams are constantly working to improve the user experience and a new invoice…

📅 – As part of its asset servicing activities, CACEIS opens more than 20,000 bank accounts each year for its clients. In order to improve efficiency and processing time, CACEIS is digitising the Account…

📅 – CACEIS Market Solutions is a comprehensive, end-to-end service that covers a full range of assets and markets, and is integrated with the group’s full product range. It is an integral building block…

📅 – Hoy en día se hace mucho hincapié en la experiencia del cliente: es una palabra de moda que se está extendiendo rápidamente por todo el sector. Pero a veces puede carecer de autenticidad.

📅 – El Plan a Medio Plazo 2025 de CACEIS, anunciado el verano pasado, establece que "la Responsabilidad Social Corporativa (RSC) y los principios ESG deben estar plenamente integrados en toda la cadena de…

📅 – Como parte de una estrategia regional, La Fiduciaria cambia de marca en Colombia, tal y como ya había sucedido en México y Brasil.

📅 – For the last couple of years, my team and I at CACEIS, have been focused on making climate change an important topic of consideration for pension schemes and asset managers by delivering insight…

📅 – The UK has ambitions to be a world leader in Green Finance. This includes how sustainable investment funds should be presented to consumers based on their sustainability characteristics. One of the…

📅 – 2022 was clearly an exceptional year for CACEIS. In our rapidly changing industry where investment is vital for overcoming regulatory, digital and environmental challenges, CACEIS demonstrated a…

📅 – Uptevia was created on 1st January 2023 in response to the shared desire of CACEIS and BNP Paribas to offer a specialised, enhanced and scalable range of services, as well as cutting-edge…