About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Coleman Research Connects Providers and Consumers with Exchange Platform

Subscribe to our newsletter

Coleman Research has introduced Coleman Exchange, a cloud-based software platform that helps research providers and buy-side research consumers manage key aspects of the research workflow. Research firms can use the platform for scheduling, managing subscriptions, and invoicing for analyst access and meetings. The platform also provides entitlements management, producing real-time reports that capture the consumption of subscription terms.

The model was initially based on the company’s Expert Network model to facilitate meetings. With Coleman Exchange, Coleman Research has extended the platform that it built internally to sell externally, making it simpler for sell-side firms to feed research content into the platform for distribution to buy-side customers.

Coleman Exchange connects Coleman’s extensive community of buy-side end users with a growing number of research analysts on a single platform, making it easier for sell-side members to market their analysts, track interactions, and demonstrate value.

According to Kevin Coleman, CEO of Coleman Research: “If you look at what is happening in global markets, the buy side is being asked to do more reporting, and the sell side has to look at how it is determining pricing and marketing – all out of MiFID II. So our platform facilitates compliance with the regulation for the buy side and provides the sell side with a new way to market and sell its research. The reason we can provide this is we have done over 200,000 phone calls and in-person meetings over the past 15 years so we understand the required workflows that need to take place between both the buy side and sell side.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: The future of market data – Harnessing cloud and AI for market data distribution and consumption

Market data is the lifeblood of trading, but as data volumes grow and real-time demands increase, traditional approaches to distribution and consumption are being pushed to their limits. Cloud technology and AI-driven solutions are rapidly transforming how financial institutions manage, process, and extract value from market data, offering greater scalability, efficiency, and intelligence. This webinar,...

BLOG

CFTC Outlines New Framework for Self-Reporting and Cooperation in Enforcement Cases

The U.S. Commodity Futures Trading Commission (CFTC) has issued new guidance on how it will evaluate self-reporting, cooperation, and remediation efforts when considering enforcement actions, marking a significant shift in how firms and individuals can approach regulatory violations—see CFTC Release Number 9054-25. For the first time, the CFTC’s Division of Enforcement has introduced a Mitigation...

EVENT

AI in Capital Markets Summit London

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

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...