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Fenergo Enhances Client Lifecycle Management with Data Integration Manager

Fenergo has enhanced its client lifecycle management solution with the addition of Data Integration Manager, a rules-based data interface designed to ease the problems of using multiple data sources for applications such as client onboarding, Know Your Customer (KYC) and Anti-Money Laundering (AML). The company has integrated three DTCC data services used for these kinds…

Feature: Sizing the Problem and Finding Solutions for Risk Data Aggregation

Risk data aggregation became a hot topic after the financial crash in 2008, when it became clear that banks did not have the necessary risk information readily available to understand their exposures to counterparties and inform regulators of their positions. Senior managers were making poor decisions based on poor data and supervisory regulators failed to…

Calypso Adds Portfolio and Risk Management Functionality to Trading Platform

Calypso Technology has extended its trading and collateral optimisation platform with the integration of real-time portfolio and risk management functionality. The integration aims to support growing numbers of investment managers trading both derivatives and cash securities. The complete solution, Portfolio Workstation, builds on existing Calypso capabilities in areas such as pricing and position keeping to…

A-Team Webinar Considers Collaborative Solutions for Client Onboarding

Collaborative industry solutions for client onboarding and Know Your Customer (KYC) processes promise banks significant benefits in terms of reduced cost and increased efficiency, but the practical implementation of these types of solutions is equally challenging in an environment where banks are at different stages of process automation and manage both similar and different customer…

Thomson Reuters Details Build Out of Org ID Managed Service for KYC

Thomson Reuters is building out its Org ID Know Your Customer (KYC) managed service – winner of this year’s A-Team Award for Best KYC & Client On-Boarding Solution – with the addition of nearly 2,000 entity records a month, plans for geographic expansion, and expectations of signing an additional six deals for the service in…

Recorded Webinar: Client and Entity Data for Client Onboarding

With enticing figures such as annual savings of $5-$20 million per firm being widely quoted, should we be looking at a collaborative approach to harmonising data management for entity and client data for client onboarding and KYC processes? How would it work, what are the obstacles and how can we address them, and how will…

Avox Sets Out Development Plans for 2016

Avox has set out its development plans for 2016, including the introduction of a sanctions screening service, support for MiFID II compliance and enhancements to its managed and Know Your Customer (KYC) services. The company, a specialist in entity data services, will also work with its parent DTCC and other subsidiaries, such as Clarient and…

New York City Data Management Summit Discusses Data as a Business Asset and Introduces A-Team’s BCBS 239 Handbook

Data governance, risk data aggregation, regulatory challenge, utility models, data architecture, Know Your Customer (KYC), data as an asset and machine learning were just some of the data management topics discussed at last week’s A-Team Group Data Management Summit in New York City. The conference also hosted the introduction of A-Team’s BCBS 239 handbook, which…

Smart Order Routers: Transparency Clashes with Broker Proprietary Model

How do you strike a balance between providing transparency into smart order routing so that buy-side firms can understand how their orders are routed and can meet their best execution obligations, whilst protecting the intellectual property of the sell side firms providing order routing services? That’s a question that traders, asset managers and smart order…

Smart Machines: A $10 Trillion Capacity Windfall or a $10 Trillion Jobs Deficit?

By Adam Devine, VP Product Marketing, WorkFusion Predictable, monotonous data work costs the United States, Canada and Europe over $10 trillion of human intelligence each year, and that number is growing. You know the kind of work: a data analyst sitting in front of two screens, one flashing an endless stream of unstructured content, the…