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
5 November 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has...
Large language model (LLM) builder Anthropic may have the solution to assuaging financial institutions’ doubts about generative artificial intelligence deployment in their analytics and decision-making workflows, having created a model that has been designed specifically for the industry. Claude for Financial Services, part of the San Francisco-based company’s Claude for Enterprise suite, comprises capabilities that...
Following the success of the 15th Data Management Summit NYC, A-Team Group are excited to announce our new event: AI in Data Management Summit NYC!
Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...