The future looks a lot more centralized, based on SIA's recent conference.
Technology spending in the securities business
should continue to increase at a rate of about 4% a year over the rest
of the decade, Marc Lackritz, president of the Securities Industry
Association, told the SIA Technology Management Conference in New York
June 21-23.
The conference focused on the increasing role of
technology in shaping the future of the securities industry. In his
opening address, Lackritz gave an historical overview and a perspective
on the industry and its acceptance of technological change, along with
increased compliance, from the 1990s to the present and beyond.
He pointed out that spending on technology waned in
the early part of this decade, following a historic climb in the
markets and associated technology spending, but has begun to rise again
since 2003. Lackritz also noted that, along with an increase in daily
trading volume on the New York Stock Exchange, an accompanying decline
in equity trading personnel seems to suggest that more investors are
turning to the Internet and other electronic means of trading in
equities. This shift has forced the industry to reevaluate the role of
technology in daily operations, from trading to compliance to risk
management and more.
Corey Booth, chief information officer for the
Securities and Exchange Commission (SEC), offered a different
perspective on the securities industry. From the SEC's viewpoint,
increased technology creates the need for increase regulation, Booth
said. Recent high-profile cases of fraud and/or conflicts of interest
have raised some new challenges for the SEC, he added.
Such things as investor interest in complex
products, competing and consolidating exchanges, innovations in
executive compensation, shifting profit pools, globalization of markets
and technological advances in communications and analysis tools have
prompted the SEC to shift its enforcement attention to some new areas,
he said. Of these Sarbanes-Oxley (SOX) implementation is at the top of
the list, Booth said, along with mutual fund, hedge fund, and market
mechanics regulation. The SEC has pledged to perform more corporate
reviews going forward, according to Booth. He also stressed the need to
better leverage technology as a tool of information for the public as
well as a tool of enforcement for the SEC.
At a luncheon meeting, the keynote speaker was
Jonathan Schwartz, president and chief operating officer for Sun
Microsystems Inc. Schwartz began by suggesting that technology alone is
not going to be enough to generate growth or savings in the securities
industry. He suggested that along with technological change, the
industry will have to effect a cultural change that embraces new
technology and finds new ways to leverage them for efficiency and
competitive advantage. He compared the technological revolution to the
electrical industry by pointing out that, in the beginning, electricity
was produced by small generators and placed in homes of the wealthy.
Over time, the industry evolved to a more cost efficient model, with
centralized power plants providing electricity to customers on a
per-usage basis.
Schwartz believes that this is the future of
computing in the financial services industry, where centralized server
farms will provide computing power to the industry based on usage
charges. This trend, for instance, is reflected in many popular
software products now being offered on an ASP platform (Web-based).
There are signs that this trend of technology
consolidation is already occurring. Raj Shah, chief marketing officer
of ClearCube Technology (www.clearcube.com), echoed Schwartz's
sentiments in an interview but suggested that a lower-cost alternative
might be available through ClearCube by the use of PC Blades, a
technology that removes the traditional PC from the desktop, shrinks it
and centralizes it in a secure data center (or dedicated computer
room), leaving only a monitor, keyboard, mouse and small user port at
the desk. By centralizing hardware, in the typical financial advisor's
office, compliance issues are easier to monitor as all storage is
centralized along with the computers themselves.
Shah also suggested that computer downtime could be
minimized with the use of spare blades that could be mirrored (cloned
software, operating system, etc.) and placed into the slot occupied by
the failed computer in only a few seconds. Compared with the
traditional steps in bringing in a tech person to work on a
malfunctioning computer, and suffering the extended downtime, PC Blades
offer a quicker solution with enhanced security and compliance
benefits. Shah said that computer upgrades are a snap (literally) with
interchangeable components on the PC Blades, making hardware upgrades
quick, easy and cheap. To be cost effective, a firm that maintains 20
or more computers in their offices may wish to consider ClearCube's
products.
Schwartz also discussed technology and security. He
suggested that the problems of hackers, e-mail spam, viruses, phishing
and other security issues will not be solved by software solutions
alone. Ultimately, the industry will have to embrace hardware solutions
that protect information. As an example, he pointed to cell phones and
ATM machines as examples of secure technologies that rely on hardware,
not software to protect user information.
In a press briefing following his speech, Schwartz
expanded on his comments concerning security, saying that he envisions
a retail computing grid, comprised of four individual grids-a usage
grid, a storage grid, a research grid and a display grid (in effect an
outsourced workstation). These grids would be secure and could be
tapped into by business, industry and universities to substantially
increase computing power and storage size, while reducing
infrastructure costs and heat dissipation issues associated with
housing massive computer servers onsite. He also defended Sun's
decision to open-source their operating system, Solaris 10
(http://www.sun.com/software/solaris/) by comparing it to Verizon
giving away cell phone handsets. The money is not in the software (in
Sun's case), but in the usage charges. Schwartz mentioned that by
taking this approach, Sun Microsystems is positioning itself in the
securities industry as a technology consolidator for the industry.
Most sessions at the conference supported the notion
that technology is only going to play a greater role in the financial
services industry going forward. Participants pointed out that the
largest firms in the country are already embarking on technology
innovations to streamline processes and make their respective
operations more efficient and, therefore more competitive. Financial
advisors should take to heart the lessons learned at this conference by
recognizing that, in order to stay competitive, they will have to adopt
similar (albeit scaled down) technological efficiencies in their
practices.
David Lawrence is a freelance writer
and monthly columnist for Financial Advisor magazine. He is also a
practice efficiency consultant and is president of David Lawrence and
Associates, a practice consulting firm based in Lutz, Fla.
(www.efficientpractice.com)