• 2018/09/25

During the initial period of FATCA and AEOI reporting deadlines, financial institutions were faced with a multitude of challenges, including a short time frame for compliance, which greatly impacted their approach to operating models. Given that it's been a few years since the first FATCA and AEOI reporting cycle, FI's are now able to reflect, review and shift focus away from those initial challenges and begin working toward process and operational improvement goals. Essential questions being:

  • What have tax professionals learned from their experience?
  •  How can FI's change their operating models to answer these challenges?
  •  Are FI's ready to face upcoming challenges in areas of tax?

The increasing demand to respond to challenging market environments with frequent regulatory changes coupled with a relentless drive for cost reduction, means that FI's are under tremendous pressure to deal with these challenges whilst maintaining the return on existing software  investment. In response to this our webinar aims to help FI's re-engineer their current tax operating models to address these demands, including data quality and digitalization.

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This 60 minute session covers:

  • The reporting context: global transparency tax initiatives
  • Best operating models
  • Outsource, build, buy or SaaS
  • Trends and next steps
  • Fabrice is a professional with 20 years’ experience providing software and services in the financial sector. Fabrice is Director at BearingPoint. He joined the company in 2003 and he is currently head of FiTAX BearingPoint’s tax software. He is responsible for the team as well as the software development, delivery and implementation projects of FiTAX modules. FiTAX covers regulatory tax reporting regimes such as QI, FATCA, CRS/AEOI and DAC6/MDR.

  • Remi joined BearingPoint in 2011 and is the deputy product manager of the FiTAX reporting solution. He is an expert in regulatory tax reporting regimes such as QI, FATCA, CRS and DAC6. He supported many FiTAX software implementation projects at financial institutions in the U.S., Europe and Asia.

FiTAX

Regulatory tax reporting solution

Regulatory tax reporting solution

Generate your tax reports with FiTAX - our proven software solution that fulfills the requirements of the CRS, FATCA and the Intergovernmental Agreements (IGA), QI, QDD and DAC6/MDR.

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