Editor's pick
France’s NeoXam Sets up UK Team to Win Local Business
Data management and reconciliation provider NeoXam has launched a dedicated team in the UK, bringing sales and servicing closer to UK clients to win more local business and strengthen its global footprint. The French company, who’s software and technology helps companies oversee and manage more than 25 trillion euros of assets, has begun with a...
Top Blogs
FactSet Expands Alternative Data Offering Through Carbon Arc Partnership
FactSet has partnered with alternative data platform Carbon Arc to integrate more than 500 data assets from over 60 providers into its Workstation and AI ecosystem, expanding the range of information available to investment professionals through existing research and analytical workflows. Announced on 10 November, the agreement covers datasets spanning credit card transactions, retail foot...
Agentic AI Growth Continues Amid Operational and Compliance Warnings
The slow rollout of multi-agent artificial intelligence systems and growing concern over the risks of poorly governed AI models suggest current iterations of the technology may be testing the limits of its effectiveness – even as financial institutions press on with deployments. A survey by French IT consultancy Capgemini found that the emerging use of...
Asset Managers Have A Data Problem That AI Alone Cannot Solve
By Gus Sekhon, VP Strategy, FINBOURNE Technology. For all the billions spent modernising investment technology, one question continues to linger for asset managers around what exactly do they own and where the risks lie? While it may sound straightforward, the reality is that across the investment industry right now, producing a complete picture of portfolio...
Latest briefs
PitchBook Renames Acquired Lumonic Unit PitchBook Lens
Private capital market intelligence provider PitchBook’s recent acquisition Lumonic is to become PitchBook Lens though remain a standalone platform whose customer data will remain separate from the parent company. “As PitchBook Lens, our job stays the same: build the tools our customers need and keep making their work easier,” said Kevin Hsu, chief executive officer…
Bloomberg’s BQuant Augmented with AI Assistant
Bloomberg has launched a domain-grounded conversational artificial intelligence coding assistant, BQuant Assistant, that is integrated into BQuant Desktop and BQuant Enterprise. The tool enables users to write code, construct applications and accelerate data analysis using natural-language prompts. The assistant operates directly within the Python environment to generate code, answer questions, query datasets and run scripts…
Symbol Master Launches API for 35 Data Endpoints
Symbol Master, which provides standardised options symbology and reference data for the financial services industry, said its API solution has been approved for full production utilisation. The API Dashboard provides a single interface that gives clients access to 35 data API endpoints to retrieve data, query historical ranges and check data availability. Access can be…
Precisely Configures MCP for SAP Workflow Automation Integration
Precisely has released its Automate Model Context Protocol Server and native OData support in Precisely Automate, enabling artificial intelligence assistants and applications to interact with SAP’s automation workflows through a standards-based interface while supporting specific architectural requirements. The company said the MCP comes as organisations face pressure to move away from legacy scripting approaches toward…
SimCorp Axioma Risk Software Adopted by Canada’s Fiera Capital
Asset manager Fiera Capital has selected SimCorp’s Axioma Risk software for risk analytics and portfolio construction. The integration provides the Canada-based firm with risk management systems and factor models for investment strategies. Axioma Portfolio Optimizer assists investment teams to construct portfolios and align decisions with client objectives. “With Axioma, Fiera Capital is strengthening how risk…
EY and Watershed Collaborate on Sustainability Metrics for Investors, Regulators
Sustainability artificial intelligence company Watershed has forged an Aliance with Ernst & Young to assist companies in measuring and reporting environmental impact to satisfy investor expectations and regulatory demands. The collaboration pairs Watershed’s platform with EY’s advisory, implementation and programme management services. Derek Przybylo, EY-Watershed Alliance Leader, EY US said: “The alliance… helps organisations move…
S&P Global’s Visible Alpha Now Accessible via MCP
S&P Global’s Visible Alpha data is now available through the S&P Global AI Data Portal, enabling artificial intelligence applications supporting the Model Context Protocol to access broker consensus estimates, financial line items and segment data directly. The integration provides direct, structured query access to extract information from sell-side broker models. Peter Licursi, Head of AI…
MarketAxess Pricing, Deal Data Feeds Available Through Arcesium
Arcesium has integrated electronic trading platform MarketAxess Holdings’ CP+ algorithmic pricing engine and TraX transactional data into its Aquata and Opterra software platforms. Mutual clients can access pricing, liquidity and transaction data across fixed income workflows without custom integration. Ena Gordon, head of data & analytics product at MarketAxess, said: “By integrating our proprietary data…
Precisely MCP Connects Products to AI-Powered Data Management
Precisely has built a Model Context Protocol (MCP) server that enables the connection of multiple products across its portfolio with artificial intelligence agents, assistants as well as data management and customer communications capabilities without the need for custom integrations. Organisations can maintain existing security and governance controls within artificial intelligence operations by linking agents to…
CUSIP Collaborates with MSCI on Private Markets
CUSIP Global Services has begun a collaboration with MSCI to expand coverage to late-stage, venture-backed private companies among its security identification numbers. MSCI provides access to data on US-domiciled private companies with at least one share class. The collaboration supplies attributes including domicile jurisdiction, dividend details, company name, asset type, and sector classifications alongside identifiers….
Moody’s Harnesses Allvue Data for Private Credits Stress Indicator Model
Moody’s Corporation’s launched the Moody’s Analytics EDF-X Private Credit Model to measure credit risk for the private credit market using performance data supplied by Allvue Systems. The model evaluates private credit performance by tracking indicators of borrower stress such as covenant waivers and payment-in-kind arrangements. Moody’s Analytics Chief Executive Christina Kosmowski said: “By combining Allvue’s…
Gresham Clients Given Access to New Reconciliation Product
Control Studio, an artificial intelligence-enabled application for Gresham’s Control reconciliation product has been launched, enabling business users to create and maintain reconciliation controls without requiring coding or technical configuration skills. The software uses generative artificial intelligence to translate business requirements into configuration rules for matching, validation and exception workflows. “Control Studio puts the people who…
Fitch Adds BMI Data to its Fitch Nexus MCP
Fitch Solutions has introduced BMI data to its Model Context Protocol connector, Fitch Nexus along with expanded capabilities for its CreditSights and Fitch Ratings Research & Data units. The connector links data into enterprise workflows, delivering authenticated and source-attributed credit insights through a single interface. The platform functions as a hub accessible through clients’ internal…
Bloomberg Unveils CLO Data Service
Bloomberg has launched a collateralised loan obligations data solution, delivering reference datasets for market participants through the Bloomberg Data License. The launch connects enterprise loan-level data with regulatory, liquidity and credit risk datasets. “Bloomberg is making it easier for clients to understand how the security, its collateral and the corporate borrower fit together in one…
Smartstream Updates Reconciliation Service with Agentic AI
Smartstream is to introduce a new version of its Smart Reconciliations Premium updated with agentic artificial intelligence that investigates, progresses and resolves reconciliation exceptions autonomously under centralised governance. This development follows market pressures such as compressed settlement cycles and rising audit expectations, the data solutions provider for financial institutions and enterprises said. “This release puts…
Latest people
QualityAI Names New UK Managing Director
Data engineering and assurance company QualityAI has appointed Kenny Small as Managing Director for the UK to oversee regional operations. Small, who has worked at QualityAI for 13 years, previously served as Global Leader and Senior Vice President of the Enterprise practice. He will report to Chief Executive Andrew Duncan and is based in the…
Arcesium Appoints New President, Revenue and Commercial
Arcesium has appointed Brian Rosenberg as President, Revenue and Commercial to oversee client development, partner development and go-to-market strategy. Rosenberg previously worked at Wilshire Indexes as President and Chief Revenue Officer, and held positions at Qontigo, FTSE Russell, LSEG, SunGard, MSCI and RiskMetrics Group over 20 years. The role involves reporting to Chief Executive Gaurav…
Gresham Appoints Former Allvue Leader as Chief Product & AI Officer
Gresham Technologies has named Davit Harutyunyan as Chief Product & AI Officer to lead product strategy, management, innovation and AI. Harutyunyan previously worked as Head of Product, Platform & Innovation at Allvue Systems and held leadership roles at Fidessa and CQG during two decades in capital markets technology. Gresham chief executive Spiros Giannaros said that…
New CFO Named at Rimes
Rimes has appointed Amir Mirza as Chief Financial Officer to oversee growth strategy, capital allocation and operational performance at the data management and investment intelligence solutions provider. Mirza joins Rimes with more than 25 years of technology experience after previously working at Loadsmart and Datalot as CFO and spending almost two decades in investment banking…
New CEO Appointed at Hexaware
Hexaware Technologies has appointed Vivek Jetley as CEO Designate to assume the CEO role at the IT services company on October 28. Jetley worked at EXL for 20 years, serving as partner at Inductis before its 2006 acquisition and holding leadership roles including president of analytics, insurance, healthcare and life sciences businesses. Jetley replaces outgoing…
SimCorp New Appointments Charged with Advancing Portfolio Management Platform
SimCorp has named Gareth Morris as Head of Portfolio Management and Trading, charged with leading development of the company’s SimCorp One’s portfolio management and trading capabilities. Morris, who previously worked on BlackRock’s Aladdin business for 16 years, will be joined by Kate Ryan, who was appointed Head of Product Design to drive the design system…
Former Barclays Leader Appointed President of AI Software Firm 73 Strings
73 Strings, a provider of artificial intelligence software for private capital valuation, has appointed former Barclays leader Eamon O’Dwyer as president to oversee execution and operational capabilities. O’Dwyer previously spent more than 10 years at Barclays in roles spanning digital strategy, product development, sales, partnerships and innovation. He later co-led several financial technology companies. Based…
Gomez Named as New CEO by ISS STOXX
ISS STOXX has named Virginia Gomez as its next chief executive effective on August 3. Gomez has more than 20 years of leadership experience and served as president of North America at Dun & Bradstreet, executive vice president of product and portfolio management at TransUnion and in leadership positions at LexisNexis and PeopleFluent. Gomez will…
Precisely Appoints New Executives
Precisely has appointed Vinesh Vis as chief revenue officer to drive sales execution and customer growth, and Jane Gilson as chief business officer to manage commercial growth frameworks. Vis joins from Smarsh, where he worked as chief revenue officer and general manager, following revenue leadership roles at Oracle and other private and public technology companies;…
Gresham Names Spiros Giannaros to Replace Mark Hepsworth as CEO
Gresham has appointed Spiros Giannaros as chief executive to succeed Mark Hepsworth at the enterprise data automation company for financial services firms. Giannaros previously spent more than 25 years in capital markets software, serving as chief executive at Charles River Development and partner at Markit, where he led the business that Gresham acquired in 2026….
Fenergo Names Lekshmi Nair as CRO
Client lifecycle management specialist Fenergo has appointed Lekshmi Nair as chief revenue officer to lead the global go-to-market organisation and commercial operations. Nair previously worked at Finastra, formerly Misys, where she held roles in software development, delivery, platform sales and enterprise leadership before serving as global chief revenue officer for lending. Based in London, Nair…
Former Quantexa Risk Head Patel Hired by AI-Specialist Galytix
Galytix, an AI firm for financial institutions, has hired former Quantexa leader Roshni Patel as chief growth officer, charged with accelerating global expansion. Patel previously worked at Quantexa as global head of risk solutions, following more than 20 years at KPMG, Lloyds Banking Group and Moody’s Analytics. As chief growth officer, he will manage global…
Xceptor Names Former Pershing Leader Dalla Brookshire as New CPO
Xceptor has appointed former Pershing and Vanguard leader Sareena Dalla Brookshire to the newly created position of chief product officer to help the capital markets data automation specialist advance its artificial intelligence product programme. Dalla Brookshire, who has almost two decades of experience working in capital markets, is based in New York and will focus…
Finastra Governance Chief Elected to DAMA International Leadership Team
Finastra’s global head of data governance, Peter Vennel, has been elected vice president at data management professional group DAMA International. Vennel will serve a three-year term focusing on global strategy and member support for the association. The position involves chairing the Governance and Nominations Committee and participating in the Finance Committee to provide organisational oversight….
GLEIF Appoints Former Finoa Chief to New COFO Role
The Global Legal Entity Identifier Foundation has appointed Michaela Fleischer as its inaugural chief operating and financial officer. Fleischer previously served as COO at Finoa and held leadership positions at Deutsche Bank, N26, Holvi and Revolut. Based in Frankfurt am Main as managing director of GLEIF Germany, Fleischer reports to the chief executive and oversees…
Featured
FEATURED WEBINAR
Upcoming Webinar: Building and Scaling Data Products and Marketplaces to Deliver ROI
Date: 10 December 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Financial institutions hold some of the richest data in any industry, but much of it is hard to find, hard to trust and slow to reach the teams that need it. As they scale their AI and analytics programmes,…
FEATURED EVENT
Data Management Summit, New York City
Now in its 17th year, Data Management Summit (DMS) NYC returns in September 2027, to explore how to use data and AI to drive measurable business outcomes – reliably, repeatedly and at scale.
FEATURED GUIDE
Regulatory Data Handbook 2026 – Fourteenth Edition
Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material…
Top White Papers
Generative and Agentic AI in Financial Markets: From Pilot to Platform
Financial markets are at an inflection point in their relationship with artificial intelligence. The question is no longer whether to invest, it is how quickly institutions can move from experimentation to operational deployment, and what separates the firms that are scaling from those still stuck in extended pilot phases. The gap is wider than most...
The Integrated Data Overlay Approach to Solving Banks’ Data Challenges
Banks are under intense pressure from a variety of quickly evolving trends. Clients want more from them; market volatility is challenging their trading strategies; and regulator scrutiny is deepening. In response, regional banks and large banking organizations (LBOs) are offering more products to clients and promising ever-more automated access to a greater array of asset...
From volatility to visibility: The fixed income intelligence shift
Fixed income markets are undergoing a fundamental structural shift, transforming how institutions price risk, govern data and make decisions at scale. The convergence of cloud-based delivery, AI-enabled analytics, expanding private credit markets and heightened regulatory scrutiny, is redefining what ‘confidence’ means in fixed income workflows. Access to third-party pricing and valuations alone is no longer...
Events and webinars
Upcoming Webinar: Building and Scaling Data Products and Marketplaces to Deliver ROI
Date: 10 December 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Financial institutions hold some of the richest data in any industry, but much of it is hard to find, hard to trust and slow to reach the teams that need it. As they scale their AI and analytics programmes,...
AI in Data Management Summit New York City
Now in its second year, the AI in Data Management Summit NYC explores what changes when AI becomes part of the data management operating model.
Find out more
Data Management Summit, London
Now in its 17th year, Data Management Summit (DMS) London returns In April 2027, to explore how to use data and AI to drive measurable business outcomes reliably, repeatedly and at scale.
Find out moreAwards
Capital Markets Technology Awards APAC
A-Team Group is proud to unveil the winners of this year’s Capital Markets Technology Awards APAC. Now in its second year, this program highlights the exceptional technology providers and financial institutions driving the next wave of innovation across the Asia-Pacific financial ecosystem.
