Editor’s pick
S&P’s Capital IQ Pro Flagship Offers Visible Alpha with View to Expansion
Behind every stock analyst’s financial forecast report is a detailed data model that tracks the company so that they can arrive at a view on that asset. Until about eight years ago it was difficult to prise open those reports to understand the thinking behind the headline numbers. Visible Alpha helped change that. Founded by...
Top Blogs
Data Usage Rights Patent is Music to the Ears of VendEx Boss
Richard Clements has a talent for explaining highly technical concepts in ways that make them sound as easy as listening to your favourite song. Which is apt, considering that the chief executive of VendEx, a vendor and data cataloguing technology provider, explains his company’s latest innovation with a guitar perched on a stand beside him....
Data Hurdles, Expertise Loss Hampering BCBS 239 Compliance
A combination of data management hurdles, talent shortages and poor succession planning are bedevilling banks as they struggle to respond to a long-standing risk data aggregation directive – even after repeated European Central Bank (ECB) criticism of their compliance shortfalls. The Basel Committee on Banking Supervision’s Principles for effective risk data aggregation and risk reporting...
Data Concern Over EU’s Streamlining of Green Regulations
Financial institutions may have to rely more heavily on their data teams and vendors to surface sustainability risks in their portfolios after the European Union watered down some of its key corporate ESG reporting regulations. The EU’s Omnibus package announced earlier this year is intended to streamline the compliance processes for regulations including the Corporate...
Latest briefs
DMI Euro Award Winner WeeFin Raises €25m in Funding Round for ESG Platform
ESG data management startup WeeFin has raised €25 million in a Series B funding round to help develop its SaaS platform for the financial services sector. The Paris-based startup, which won last year’s Data Management Insight Euro Award for Best Data Management Initiative for ESG, said the capital injection was led by BlackFin Capital Partners,…
Duco Updates Financial Firms’ Reconciliation Maturity Model
Financial data automation specialist Duco has updated its Reconciliation Maturity Model, which guides institutions through the process of streamlining their reconciliation functions. The model helps firms establish their level of maturity in moving from manual to automated operations and then shows them how they can get to the next level. Duco said that an organisation…
Apex to Accelerate Ascend on Google Cloud
Apex Group, a global financial services provider, has signed a deal with Google Cloud to fast-track the development of its Ascend trading, clearing and custody tool. The New York-based company said it would use Google Cloud’s tools to build an integrated artificial intelligence stack, infrastructure and other tools for data, security and communication. Apex Ascend…
Snowflake Hosts JPX’s J-Quants Pro Market Data
JPX Market Innovation & Research’s J-Quants Pro market data sets are now available on Snowflake, giving clients access to Japanese financial market data and analytics. The new access channel for J-Quants Pro data will complement its API and SFTP connectivity provisions.
Bloomberg Unveils AI-Powered Document Search Tool
Bloomberg has added a generative artificial intelligence module to its research functions, enabling users to query company documents using conversational language. AI-Powered Document Insights has been built out from the data Behemoth’s AI-Powered Earnings Call Summaries and works alongside its AI-Powered News Summaries. The latest model enables the search and summarisation of documents from a…
S&P Global Extends ESG Data Offering with Snowflake
A new public and private entity ESG data service is available to clients of S&P Global Market Intelligence on the Snowflake platform, extending a tie-up between the two companies. Part of S&P Global’s Enterprise Data Management (EDM) Insights Platform, the Global Entity Linking and ESG Data Management Services offering enables clients to clean and map…
Thai Identity Tech Firm Finema Named Latest Asian Virtual GLEIF Issuer
Finema, a Thailand-based digital identity technology company, has become the first Southeast Asian issuer of the Global Legal Entity Identifier Foundation’s verifiable Legal Entity Identifiers (vLEI). As a Qualified vLEI Issuer, Finema will be responsible for providing the digital equivalent of GLEIF’s ISO-recognised identity recognition and validation certifier to participating companies in the region. The…
SIX Builds API to Accelerate Database and Security Master Updates
SIX, the data aggregator and operator of financial exchanges in Switzerland and Spain, has launched a new API to accelerate the update of databases and security masters. The faster data transfer system is designed to enable clients to access and process larger volumes of information, reducing the total cost of data ownership, the Zurich-based organisation…
GoldenSource Leads Australian Pension Fund’s Digital Transformation
GoldenSource has built an investment data management infrastructure for Australia’s Aware Super, one of the country’s largest superannuation funds, providing the enterprise data management company with a foothold in a country that is forecast to become the world’s second-largest pension market. Under the first phase of the so-called Project Odin, GoldenSource has deployed its SaaS-based…
Private Market Data Giant Dun & Bradstreet’s Acquisition Agreed for $7.7bn
Venerable private markets data and analytics giant Dun & Bradstreet has agreed to be acquired in a US$7.7 billion deal that will be partly funded by a debt and equity. Californian investment private-equity firm Clearlake Capital’s acquisition will take the 184-year old Wall Street company private four years after beginning its second spell as a…
SimCorp Axioma Users Have Access to Yield Book Fixed Income Data
Yield Book’s securitised debt analytics have been incorporated into SimCorp’s Axioma risk management system. The partnership builds on the Danish fixed-income data integration provider’s collaboration with Yield Book’s parent LSEG Analytics. Users of SaaS-based Axioma will now have access to in-depth risk data, said Allen Zimmerman, Managing Director, Head of Americas at SimCorp. “This partnership…
Mosaic Smart Data Acquired by AI Insights Specialist Behavox
Mosaic Smart Data, which provides institutional investors with tools to mine insights from their transaction data, has been acquired by artificial intelligence insights company Behavox. London-based Mosaic’s software, which provides liquidity discovery for over-the-counter markets to clients including JPMorgan and ING, will be deployed to enrich Behavox’s trade surveillance technology, which is undergoing customer testing….
Snowflake Provides Access to OpenAi Models in Expanded Microsoft Collaboration
Users of Snowflake’s Cortex AI platform now have access to OpenAI’s models through an expanded partnership with Microsoft, enabling them to create artificial intelligence data agents to streamline workflows. Described by Snowflake as a “watershed moment”, the new capabilities will be available by the integration of Snowflake Cortex AI with Microsoft’s Azure OpenAI Service in…
Quantexa Raises Further $175m for AI-led Decision Intelligence Offering
Quantexa has raised a further US$175 million, boosting estimated market valuation for the UK-based decision intelligence solutions provider to $2.6 billion. The company said the additional money will be used to “progress against its mission to help enterprises and government agencies across multiple markets stay ahead in the race for AI-driven DI”. The latest series…
GLEIF Names Chinese Certification Authority as vLEI Issuer
The China Financial Certification Authority (CFCA) has been announced as the first Chinese overseer of virtual identifiers created by the Global Legal Entity Identifier Foundation (GLEIF). The CFCA has become a Qualified vLEI Issuer (QVI) in the Global LEI System. VLEIs are used to verify the digital identities of companies and assets in financial transactions….
Latest people
NeoXam Names New Director to Drive UK, Irish and African Growth
NeoXam has named Mark Johnson as Managing Director of the United Kingdom (UK), Ireland and Middle East and Africa (MEA) regions, supporting the data management and investment technology company’s broader global expansion plans following its acquisition of EZOPS a year ago. Johnson, a 25-year veteran of the financial software industry, will deploy his experience in…
Finbourne Names New Americas Sales Head Amid Expansion Plans
Finbourne Technology has appointed former SS&C Advent executive Marc Flamini to head its sales operations in the Americas as the investment data and technology provider seeks to expand its international customer base. Flamini has been hired to leverage his 23 years experience at SS&C Advent, where he acquired a “track record of building strategic relationships…
Clearwater Expands Private, Alternative Markets Coverage With New Appointment
Clearwater Analytics has named Yuriy Shterk as its global head of alternatives as the provider of software-as-a-service (SaaS)-based investment management, accounting, reporting, and analytics solutions responds to growing institutional demand for private and alternative markets data. Shterk has spent 25 years in financial services and joined Clearwater from Allvue Systems, where he was chief product…
Rimes Appoints Former SimCorp Leader Greg Nuckowski
Rimes has appointed Greg Nuckowski as the data-as-a-service provider’s global head of professional services, hiring him from SimCorp. Nuckowski brings “deep expertise in scaling professional services organisations”, said Rimes chief operating office Gus Macfarlane. The new executive spent 20 years at SimCorp, leading its Professional Services business in North America.
Finastra Appoints Chris Walters as New Chief Executive
Financial software provider Finastra has named Chris Walters as its new chief executive, replacing Simon Paris, who steps down after almost a decade at the company’s helm. Walters joins London-based Finastra from Plurasight and Avantax, where he was chief executive. He has also held senior positions at McKinsey and Bloomberg.
Finbourne Appoints New Sales Head to Lead Asia Expansion
Investment data and technology provider Finbourne Technology said it has bolstered its presence in Asia with the appointment of Peter Edwards as head of sales for the region. A former BNY Mellon Eagle sales specialist in Asia, Edwards has been tasked with leading the company’s expansion in the region from Singapore. He’ll be responsible for…
SIX Names Sibbern as New CEO
SIX’s head of exchanges Bjørn Sibbern has been named the successor to chief executive Jos Dijsselhof. Danish national Sibbern will take the reins of the Swiss data and trading venue operator on January 1. He joined the company a year ago and has more than two decades experience in capital markets, including roles at Nasdaq…
Rimes Hires Banking Data Expert Naidoo to Manage Matrix Platform
Rimes has appointed Neal Naidoo as head of investment platform solutions and will lead development of the data management and investment services firm’s Matrix Investment Management Platform. Naidoo, has more than two decades of experience in financial engineering, quantitative analytics and data science at banks including Barclays and Deutsche Bank. He said he aims to…
Broadridge Appoints New AI Leader for Internal Operations
Artificial intelligence (AI) specialist Alix Jules has been appointed to lead Broadridge Financial Solutions’ AI business transformation unit at its New York headquarters. Jules will be responsible for improving efficiency and productivity at the FinTech provider. With a track record in leading AI-linked initiatives at Google, IBM and Verizon Business, Jules’ experience makes him a…
Finbourne Appoints New Chief Operating Officer
Investment data management technology provider Finbourne Technology has appointed FinTech specialist Francesca Lubbock as its new chief operating officer, based in London. Formerly holder of the same role at ZoomInfo, Lubbock will focus on scaling Finbourne’s business processes and optimising performance, the company said. She also joins the company’s Senior Leadership Team, which oversees implementation…
Syniti Appoints New EMEA Vice President
Syniti has promoted Alyssa Sliney to senior vice president of the Europe, Middle East and Africa region at the enterprise data management company. Sliney joined the US-based company two decades ago and most recently held the position of senior delivery partner, where she oversaw the quality and governance of Syniti’s Knowledge Platform and its master…
ESG Book Names RegTech Veteran Fitzpatrick as New Chief Executive
ESG Book has named Justin Fitzpatrick, the founder and executive of several UK-based RegTech companies, as its new chief executive replacing global sustainability leader Daniel Klier. The Germany-based data and tech company, which made headlines in 2021 when it put a large part of its ESG database on a free-to-use platform, said Fitzpatrick has “deep expertise…
AccessFintech Appoints Ex-JPM Data Leader Naveen as Product Chief
Financial markets data company AccessFintech has appointed Naveen TV as head of product to lead development of the UK-based company’s services on its Synergy data infrastructure. Naveen joined the real-time data feed provider from JP Morgan, where he was global head of data strategy and AI. In a 12-year career at the global bank he…
Fenergo Strengthens EMEA Presence with Appointment of Ruth Ormsby as MD in the Region
Fenergo, a provider of know your customer (KYC), transaction monitoring and client lifecycle management (CLM) solutions, has bolstered its presence in EMEA with the appointment of Ruth Ormsby as managing director in the region. Based in London, Ormsby is tasked with strengthening Fenergo’s presence in the corporate and institutional banking sector as it seeks to…
Rimes Relocates Global Head of Data Management Office to Manila
Rimes, a provider of enterprise data management and investment management solutions, has announced the relocation of Mark Sedgwick, global head of the firm’s data management office, to Manila in the Philippines. In addition to his existing position, Sedgwick will head up the growing Manila office. Rimes employs about 150 people in Manila and is looking…
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FEATURED WEBINAR
Upcoming Webinar: How to organise, integrate and structure data for successful AI
25 September 2025 11:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes 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…
FEATURED 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.
FEATURED GUIDE
AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook
AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond…
Top White Papers
Unleashing the Power of AI for Financial Institutions with Snowflake and Amazon Web Services
Financial institutions are among the largest users of AI, deploying it for a range of use cases that, while already wide, will broaden in the future. A report by the International Monetary Fund has forecast that institutional spending on AI will surge 29% to US$97 billion by 2027. The technology has become crucial to automation...
AI in Asset Management: Buy-Side Attitudes toward GenAI and LLMs
Since ChatGPT exploded onto the scene in late 2022, financial markets participants have been trying to understand the opportunities and risks posed by artificial intelligence and in particular generative AI (GenAI) and large language models (LLMs). While the full value of the technology continues to become apparent, it’s already clear that AI has enormous potential...
The Evolution of Outsourcing Data Operations for ESG and Private Assets
Financial institutions are grappling with a substantially changed operating environment that’s placing novel pressures on their data management processes. As organisations navigate a more volatile global financial picture, many are tacking towards a multi-asset business model that demands new capabilities and expertise. They are also having to bolster their regulatory compliance capabilities, as new disclosure...
Events and webinars
Upcoming Webinar: Best practice approaches to data management for regulatory reporting
13 May 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management...
Upcoming Webinar: How to simplify and modernize data architecture to unleash data value and innovation
15 May 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The data needs of financial institutions are growing at pace as new formats and greater volumes of information are integrated into their systems. With this has come greater complexity in managing and governing that data, amplifying pain points along data pipelines....
AI in Capital Markets Summit London
The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.
Find out moreAwards
Data Management Insight Awards Europe
Introducing the winners in the Data Management Insight Awards Europe 2024!. These annual awards recognise leading providers of data management solutions, services and consultancy to capital markets participants within Europe.
