Multi-Storey Library

Whitepaper Library

Explore, download, and read our growing library of whitepapers.  These long-form PDFs aim to showcase the key highlights from our ongoing discussions with industry leaders across our events and meetings.




Fees and Expense Management

Featuring views of industry leaders from Credit Suisse, Deutsche Bank, Danske Bank, Mizuho, ING, State Street, Citi, Helix, and SmartStream.

Fees and Expense ManagementWhitepaper.png

Efficient management of external fees and expenses, incurred within daily operations, is key to today’s financial institutions. The way forward lies in data-driven decision-making and delivering cost transparency, while the front-office, operations, network management, procurement, and many more departments throughout the organisation have a role to play too.


But how do you achieve maturity in dealing with brokerage, clearing & exchange (BC&E)? How do you facilitate strategic management of fees? Is it better to have the required technology and talent in-house or work with 3rd-party-vendors?

We gave banking leaders the opportunity to address current challenges in managing fees and expense management, and exchange best practices that are driving business profitability and cost-efficiency.


African Continental Free Trade Agreement

Featuring views of industry leaders from ABSA, Crowns Agent Bank, Afreximbank, ETG, Standard Bank, and Finastra

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From corporate treasurers, to banks, the implications of a fully utilised free trade agreement across Africa could lead to tomorrow's biggest opportunities, but are you ready today?

In response to this we gathered a panel of experts for a digital roundtable to discuss:

  • The priorities for corporate treasurers, how they will take advantage of the free trade agreement.

  • Some of the challenges that corporates and banks will face as a result of increased trade, then how new digital solutions can play a part as the market progresses.

  • What technologies the banks are looking at in order to support corporates’ needs, and how ready banks are to adapt to these needs and support trade.






Responding to Market Changes

Featuring views of industry leaders from UniCredit, Banco Sabadell, Silicon Valley Bank, JP Morgan Chase & Co., Erste Group, and Infosys Finacle

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When the COVID-19 crisis hit firms throughout the globe, the corporate world’s first reaction was to focus on survival: Free up cash and resources to keep the lights on and the doors open. Organisations rushed to secure cash and liquidity, so they could keep operations running amid the significant disruption that shook the market and overall economy.


In response to this, we brought together industry thought leaders to address current themes that are helping reshape virtual account management and cash management services for the better, including: 

  • Challenges Faced by Financial Institutions and Companies Around Cash Management

  • Priorities of Financial Institutions, Corporations, and the Banking Sector in a Post-Pandemic World

  • Use of APIs and Open Banking to Integrate Financial Services