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

Ventura Management Associates and On-Course Advisors Launch Client Relationship Management Forum

Subscribe to our newsletter

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

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to organise, integrate and structure data for successful AI

Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are limited only by the imaginations of individual organisations. What they all require to achieve...

BLOG

Aumni Acquisition Thrusts CUSIP into Private Markets Space

CUSIP Global Services (CGS) has agreed a deal with data provider Aumni to bring yet more transparency to rapidly growing and economically important private markets. The venerable provider of issuer and asset identifiers will use Aumni’s data, drawn from charter documents for venture capital firms, to create a set of its CUSIP identification codes for...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

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,...