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by Frank Caccio | Apr 18, 2023 | Digital Asset Management
FollowFollow OpsCheck has helped crypto-fintech company Quoine improve customer support, operations, and compliance. The solution has also made Head of Customer Support Jason Gunn’s job much easier. Gunn uses OpsCheck to assign and share tasks with the Japan-based...
by Frank Caccio | Mar 23, 2023 | Investment Firms
FollowFollow Professionals in financial operations, especially in accounting, live by checklists. That means they use Excel. But Excel checklists tend to become messy. As accountants know, they must be rolled forward constantly. In fact, accounting and financial...
by Frank Caccio | Mar 16, 2023 | Compliance Management
FollowFollow Before taking advantage of OpsCheck, everything at ViewTrade Securities required a meeting. Whether in their offices in southern Florida or northern New Jersey, managers met with their teams to assign tasks. Teams met with each other before reporting...
by Frank Caccio | Mar 6, 2023 | Investment Firms
FollowFollow In 2019, hedge fund asset manager East Lodge Capital wasn’t using any software as an operational management tool. Then the pandemic happened. Now leaders at the London-based firm overseeing more than $ 1 billion use OpsCheck “religiously,” said Chief...
by Frank Caccio | Feb 27, 2023 | Investment Firms
FollowFollow Franklin Templeton is a global investment firm with teams based all around the globe. The firm had been using the follow-the-sun approach for important tasks, handing off checklists and deadlines from office in office in one time zone to another as each...
