Blog
Latest Industry Insights

Unlock bookkeeping efficiency with Sesame Data - and offset implementation costs with the Jersey Better Business Grant

For trust companies, efficiency and accuracy in bookkeeping are paramount. Yet, many trust companies in Jersey still rely on manual processes that consume valuable time and resources. Enter Sesame Data, an innovative solution designed to automate and streamline bookkeeping, offering unparalleled productivity gains and operational efficiency.

Ensure Faster API Integration With The Sesame Data Developer Portal

Top 5 Family Office Data Challenges in 2023

In recent years, a key driver of family office investment in technology has been the need to have immediate access to near real-time performance data, to uncover operational efficiencies and provide consolidated reporting to families.

The Top 5 Data Challenges for Trustees in 2023

Building a data-driven future for trust administration

Data-driven digital solutions have become table stakes for trustees. They are no longer a far-off, future project to which firms should aspire. Clients’ digital service expectations are evolving now, and trustees need to deliver.  

However, the way many trustees currently manage their data today is hindering their attempts at a full digital transformation. As the data environment gets more complex by the day, manual processes are no longer up to the task. 

The ultimate objective is the complete automation of repetitive trust administration processes. But that takes expertise and a sophisticated technology backbone that is inextricably linked to data management. It leaves trustees with a choice. Undertake the investment and implement the capabilities in-house, or partner with a specialist third party. Either way, it’s a decision that can’t be delayed. 

As trustees start their journey to a data-driven future, there are multiple complex data challenges they must overcome. Here’s how firms can go about solving them. 

Sesame Data: A one-stop-shop for your custodial data  

With the unrelenting effort that sourcing and standardising custodial data from multiple sources requires, a rest might seem like the last thing on your mind when conducting reporting. But it should be. No, we don’t mean lying down and taking a nap! We mean using a REST API capable of delivering all your custodial data into your internal systems in one standardised format, whenever you need it. 

5 Reasons You Need a Wealth Management API | Landytech

The investment management industry is one of the most data-intensive in the world. Yet with manual processes still commonplace, accessing and leveraging this vast data for efficient and robust front, middle, and back-office workflows is still not the norm. But things are changing. As the industry accelerates its digital transformation, the use of APIs to streamline data flows is becoming table stakes.