Raymond James US private client group has selected FactSet as its primary technology and market data provider. FactSet has worked alongside Raymond James to virtually deploy over 7,500 advanced wealth workstations to financial advisors throughout the US, providing advisors with FactSet’s content and analytics within a modern, web-based interface to reduce the firm’s dependence on locally installed applications.
Who owns AI governance in a capital markets firm – and is the Data Office structured to bear that weight? These questions sit at the heart of A-Team Research’s latest findings, presented here for the first time: the combined results of two landmark surveys examining the role of the Data Office in AI governance and...
California-based Alteryx has been helping financial institutions solve complex analytical tasks for more than a quarter of a century. Data Management Insight spoke to Jon Pexton, chief financial officer, to find out what drives the company and how its services benefit its clients. Data Management Insight: Hello Jon, when was Alteryx created and how does...
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 adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...