Ventura Management Associates, a boutique advisory firm focused on reference data and client information data strategy, has partnered with On-Course Advisors to launch a client relationship management (CRM) forum.
According to Ed Ventura, president of Ventura Management Associates, the semi-annual CRM Forum will be aimed at bringing together industry participants to discuss best practices relating to CRM. To find out more visit Ventura Management Associates
Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management has never been greater. Financial institutions must ensure accuracy, consistency, and timeliness in their...
Financial institutions are investing in modern technology architectures to bolster the flexibility and scalability of their data management processes as the number of use cases for that information, and the volume of data they ingest, expands. They are also seizing on the latest architectures to strengthen data governance in response to the growing complexity of...
Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...