Editor’s pick
GLEIF and Swift Reduce Cost of Reconciling Counterparty Data with Certified Mapping of MIC to LEI
The Global Legal Entity Identifier Foundation (GLEIF) has expanded its collaboration with Swift by providing certification for the mapping of Swift’s Market Identifier Code (MIC) to the Legal Entity Identifier (LEI). The resulting open source file will enable market participants that use GLEIF and/or Swift data to link and cross-reference key entity identifiers free of...
Top Blogs
A-Team Group Names Winners of Data Management Insight Awards – Europe 2022
Congratulations to the winners of A-Team Group’s Data Management Insight Awards – Europe 2022. These awards recognise both established solution vendors and innovative newcomers providing leading data management solutions, services and consultancy to capital markets participants across Europe. This year’s Data Management Insight Awards – Europe were presented by Olympic Athlete, Derek Redmond after a...
Bureau van Dijk wins A-Team Group awards for Best Entity Data Solution in Europe and the USA
Bureau van Dijk, a Moody’s Analytics company, has won awards for Best Data Entity Solution in A-Team Group’s Data Management Insight Awards Europe and USA. The awards celebrate leading providers of data management solutions, services and consultancy to capital markets participants. Bureau van Dijk’s entity data management solution, Orbis, was selected as a winner by...
GLEIF continues LEI push with mapping of S&P Global Company ID to the identifier
The Global Legal Entity Identifier Foundation (GLEIF) continues to promote use of the LEI through a collaboration with S&P Global Market Intelligence that certifies the mapping of the S&P Global Company ID to the LEI. GLEIF says links like this increase the value of the LEI by extending its connectivity to the world’s entity identifier...
Latest briefs
Rate of Annual Sanctions Growth Nears 15%, According to Refinitiv Report
The Russia-Ukraine war has caused rapid sanctions inflation since March in several autonomous sanctions programs, contributing to a sanctions inflation rate of 14.6% year on year, according to London Stock Exchange Group’s Refinitiv Global Sanctions Index (GSI). Refinitiv’s annual GSI white paper, the second edition of which was released last week, measures and analyses rising…
McObject Extends Capabilities of eXtremeDB in Version 8.3
McObject has released version 8.3 of eXtremeDB, a hybrid in-memory and persistent database management systems (DBMS) that can be used as an embedded database with or without SQL, a client/server database, and a distributed database. New features in eXtremeDB 8.3 include: server-side authentication when using eXtremeDB as a client/server DBMS; addition of authentication to the…
Financial Institutions Spend $1,500 to $3,000 to Complete One Client KYC Review
Financial institutions are spending millions of dollars every year inefficiently onboarding and maintaining clients, according to research from Fenergo, a provider of Know Your Customer (KYC) and Client Lifecycle Management (CLM) software solutions. A global study of over 1,000 C-level executives across corporate and institutional banks found that, on average, over half are spending between…
Know Your Customer and HAWK AI Partner to Strengthen Defence Against Financial Crime
Know Your Customer, a provider of modular digital client onboarding solutions, and Hawk AI, a provider of anti-money laundering surveillance technology for financial institutions, payment firms and fintechs, have made a strategic partnership that will build a stronger defence against financial crime. The partnership combines Know Your Customer’s digital onboarding and business KYC solutions with…
Snowflake Opens Operations in Mexico to Drive Latin America Customer Growth
Snowflake has opened operations in Mexico with a view to expanding its local and multinational customer base in the country and across Latin America. Sergio Sanchez Polo, country manager for Mexico and LATAM sales lead, heads up the operation and will be by hiring across Latin America with a focus on sales. Snowflake now has…
Novata and S&P Partner to Enable Collection and Management of Financial and ESG Data
S&P Global Market Intelligence has made a strategic partnership with Novata, provider of an ESG data platform for private markets. The partnership will provide private market investors with a solution that simplifies the process of collecting both financial and ESG data by making Novata’s platform available for S&P Global Market Intelligence customers to bridge ESG…
Copper.co Deploys Fenergo SaaS Solution to Streamline Client Onboarding
Copper.co, a provider of custody, trading and settlement services for digital assets, will deploy Fenergo’s SaaS-based client lifecycle management and anti-money laundering solution to onboard increasingly complex client ownership structures. With an excess of $50 billion in monthly notional flow across its infrastructure, Copper needs to automate its client onboarding process to cater for clients…
Linedata Partners Liquid Mercury to Offer Buy-Side Firms Crypto Market Access
Linedata, a provider of asset management technology, data, and services, is providing buy side asset managers with institutional grade access to crypto and digital asset order execution. This is made possible through a collaboration with Liquid Mercury, a digital asset and cryptocurrency trading technology provider, and its order execution management system.
Encompass Joins GLEIF Vendor Relationship Group
Encompass, a provider of automated KYC solutions, has become a member of the Global Legal Entity Identifier Foundation’s (GLEIF’s) vendor relationship group. The group was set up to help the GLEIF understand market and product requirements for Legal Entity Identifier (LEI) data. Stephan Wolf, CEO at GLEIF and co-chair of the vendor relationship group, says:…
Australian Fund Manager ISPT Selects SS&C for Performance Measurement
ISPT, one of the largest property fund managers in Australia, has chosen SS&C Sylvan for performance measurement. The solution was selected for its ability to process data automatically, calculate key returns, and provide robust analytical tools. It replaces an internally built performance measurement system.
Rockefeller Capital Management Up and Running with FactSet Workstations
Rockefeller Capital Management is using FactSet advisor workstations across the enterprise to drive advisor productivity. The arrangement provides Rockefeller advisors with access to comprehensive, multi-asset content, robust analytics, and global market data through FactSet’s web and mobile solutions. The collaboration is a milestone for Rockefeller as it plans to more than double its 450 advisor…
Broadridge Releases Blockchain-Based Multi-Jurisdictional Version of Private Market Hub
Broadridge Financial Solutions has released a multi-jurisdictional version of its private equity platform, Private Market Hub, based on blockchain technology, available to funds domiciled in North America, and designed to ease the complexities faced by asset managers with funds in multiple geographies. The hub was previously operational for funds domiciled in Guernsey Broadridge says its…
Raymond James Selects FactSet for Virtual Wealth Workstations
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…
Fairlight Asset Management Upgrades with SS&C Eze Eclipse
Fairlight Asset Management, a Sydney, Australia-based global equity manager, has selected SS&C Technologies Eze Eclipse to update is existing workflows and provide a front-to-back investment management platform. Fairlight is using the solution to optimise team activities, ensure compliance across global portfolios, and reconcile its full investment book of record on a daily basis.
Broadridge Opens APAC Headquarters Office in Singapore
Broadridge Financial Solutions has strengthened its presence in Asia-Pacific with a new office in Singapore that will be its APAC headquarters. The office brings together dedicated teams from product development, implementation and support, research insights, sales, marketing and finance. “To better serve clients in Asia-Pacific on their digital transformation journeys and enable them to simplify…
Latest people
ICMA Names Former HSBC Exec Georgina Jarratt as Head of Fintech and Digitalisation
The International Capital Market Association (ICMA) has named Georgina Jarratt as managing director, head of fintech and digitalisation, and a member of the executive committee. She joins from HSBC where she has worked since 2005 in roles including global programme director, global head of business transformation, global banking and markets, and most recently, head of…
NatWest Names Scott Marcar as Group Chief Information Officer
NatWest Group has announced that Scott Marcar will join its executive committee as group chief information officer from 5 September 2022, subject to regulatory approval, and reporting directly to CEO Alison Rose. Marcar joins from Deutsche Bank, where he was chief information officer for the investment bank. Marcar has over 25 years of technology experience…
Broadridge Hires David Turmaine as UK Lead for Consulting Services
Broadridge has hired David Turmaine as UK practice lead for its consulting services business. He joins Broadridge from Capco, where he was executive director with responsibility for driving digital transformation in the financial services industry. Turmaine’s career also includes a management role at Accenture, where he was an industry SME for Accenture post-trade processing. Prior…
Gresham Technologies Strengthens North America Sales Team
Gresham Technologies has named Rob McGowan as senior sales executive in North America as the company expands in the region following its June 2021 acquisition of Electra Information Systems. McGowan joined Gresham in the first quarter of this year and is based in the company’s New York office. He joined from Duco, and previously held…
FINBOURNE Names Robert Byrne as CTO
FINBOURNE Technology, provider of the LUSID cloud-native, API-first investment data management platform, has appointed Robert Byrne as chief technology officer. The company says the appointment marks the next phase of growth for the SaaS scale-up, which now stands at over 140 employees globally, and coincides with FINBOURNE’s recent expansion into North America and Asia Pacific….
Broadridge Names Stephan Müller as Managing Director for Germany
Broadridge has appointed Stephan Müller as managing director for Germany. Based in Frankfurt, Müller will join Broadridge’s international leadership team and will be responsible for leading and growing Broadridge’s overall business in Germany across all solution lines in its global technology and operations portfolio, and its investor communication solutions. He will also manage Broadridge’s Payments-as-a-Service…
Delta Capita Appoints Steven Hargreaves as Head of UK Consulting
Delta Capita, a capital markets consulting, managed services and technology provider, has appointed Steve Hargreaves as head of consulting, UK. The company’s mission is to reinvent the financial services value chain, with the role of the consulting business being to create long-term partnerships with financial services clients, design and deliver the change they need, and…
KX Expands Global Product Strategy Team
KX has added Malcolm (aka Barry) Johnson and Charles Gregory to its product strategy team for financial services. Johnson takes the role of business development strategist and Gregory vice president of product management. Their remit is to further develop the KX technology roadmap to deliver against the evolving analytics needs of financial services organisations. Johnson…
Encompass Appoints Banking Industry Veteran Doris Honold to Board
Encompass, a provider of Know Your Customer (KYC) and Anti-Money Laundering (AML) software, has appointed banking industry veteran Doris Honold to its board. Honold has over 25 years of financial services experience, working in various executive roles across Los Angeles, Frankfurt, Singapore, Tokyo and London, where she is now based. Her career includes 12 years…
SmartSearch Appoints Former Dow Jones Executive as CEO
SmartSearch, an anti-money laundering specialist using electronic entity verification, has named Guy Harrison as CEO with responsibility to drive the company’s strategic growth plan. Harrison joins from Dow Jones, where he was general manager of the company’s risk and compliance business. He takes over the CEO role from SmartSearch CEO and founder John Dobson, who…
NeoXam Names Former State Street COO as Managing Director for EMEA West
NeoXam has named former State Street COO France, Bruno Noyon, as managing director for the EMEA West region. Noyon joins NeoXam having most recently been managing director of IQ-EQ France and CEO of Equitis Gestion. Prior to this, he spent over 15 years as COO and senior vice president of State Street’s Global Servicing business…
Encompass Hires VP of Customer Success and Delivery
Encompass, a provider of automated Know Your Customer (KYC) solutions, continues to build its executive team with the addition of Nicola Pickering to the newly created role of vice president of customer success and delivery. She has worked across client success management, programme delivery and product design, and will be responsible for ensuring an evolving…
Encompass Strengthens Executive Team to Support Entry into North America
Encompass, a provider of automated Know Your Customer (KYC) solutions, has added two members to its executive team to support growth plans. Alan Samuels, previously head of products at the company, and Magalie Pimentel, former head of marketing, have been promoted to vice president, product and vice president, marketing respectively. As well as overseeing the…
Delta Capita Names Ex-Fenergo and Avox Exec Oliver White as Head of CLM Sales
Delta Capita, a provider of managed services, technology solutions and consulting, has appointed Oliver White as head of sales with a focus on the company’s Karbon end-to-end client lifecycle management (CLM) proposition. White joins Delta Capita from Enveil, where he opened and led the London office for the Washington-based privacy enhancing technology company. Prior to…
KX Names ex-TIBCO Executive Mark Bannon as President of Sales, North America
Mark Bannon has joined KX as president of sales, North America, with responsibility for the company’s growth in the region. He will partner the North America sales organisation across finance and other industries to meet growing need for ultra-high performance, real-time data analytics. Bannon joins KX from TIBCO and brings a mix of deep industry…
Featured
FEATURED WEBINAR
Upcoming Webinar: Taking a holistic approach to buy-side data management
Date: 7 February 2023 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes As data volumes and complexity continue to increase, buy-side data management is at an inflection point. Manual processes and data siloes are no longer fit for purpose, and firms need to take a more holistic approach to data management…
FEATURED EVENT
Data Management Summit New York City
Now in its 12th year, the Data Management Summit (DMS) in New York brings together the North American, capital markets enterprise data management community, to explore the evolution of data strategy and how to leverage data to drive compliance and business insight.
FEATURED GUIDE
Regulatory Data Handbook 2022/2023 – Tenth Edition
Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging…
Top White Papers
The Business Case for Master Data Management Transition Within Financial Institutions
Master data management ensures the creation of a “single source of truth” of information for banks and financial institutions that not only provides that the data remains intact but also makes it available and useable across the entire enterprise. Once the information foundation of golden data is established with MDM, the data can be used...
Achieving a 360-degree View of Risk with Data-Driven Insights and Strategies
Technology and data have reached a level of sophistication that is enabling financial institutions to calculate and manage the risks to which their activities and investments are exposed. Leveraging the two, however, is a challenge; if the data isn’t properly managed, the technology that identifies patterns and insights may be unable to operate optimally. One...
Driving Data Adoption Throughout an Organization via Self-Service
Financial institutions and corporations across the board are seeing value in the data sets they generate through their business activities. But harnessing this data to provide valuable insights for internal business teams can be a challenge. One approach is to adopt a self-serve data delivery model that empowers consumers and ensures they get access to...
Events and webinars
Recorded Webinar: S&P Recorded Webinar: Confidence and Clarity – Understanding Valuation Risk
This recorded webinar will help you to understand how valuations and pricing have evolved over the last couple of years in the post-crisis environment. In this session, you will hear different perspectives on how market participants have been tackling the valuation risk challenge from Paul Sharkey of Northern Trust, James Dimech Debono of KPMG, and...
Recorded Webinar: Ideas at the Edge – Managing Risk Information in the Siloed Enterprise
This webinar has passed, but you can view the recording here. Risk management has been accepted as the new imperative for financial institutions of all types and sizes. But for Tier 1 and Tier 2 banks and brokerages, the complexity of their organisations is presenting risk professionals with a thorny data management challenge: How to...
Recorded Webinar: What the LEI Means for your Firm
This webinar has passed, but you can view the recording here. This A-Team Webinar looks at the implications of the emerging legal entity identifier (LEI) for financial institutions as they address how to implement the new standard, and offers suggestions on best practices as the LEI becomes available. The industry initiative to develop and promote...
Awards
A-Team Innovation Awards
We are delighted to announce the call for entry/nomination phase in the much anticipated A-Team Innovation Awards 2023 is now open! These awards celebrate successful projects within financial institutions (both with vendor support and without) across the financial enterprise.
