About a-team Marketing Services

Data Management Insight Brief

Oracle Agentic Platform Targets Banks, Financial Companies

Oracle has launched a new agentic platform for the banking and finance sector, featuring applications and pre-built artificial intelligence agents designed to automate customer engagement and business processes across digital and branch channels.

The agents operate within an architecture that maintains human oversight for decision-making and ethical governance, the enterprise software and cloud services provider said.

“By combining domain specific AI, human-in-the-loop governance, and enterprise grade scalability, we’re enabling banks to drive proactive, hyper-personalised engagement while innovating responsibly and competitively,” said Sovan Shatpathy, senior vice president at Oracle Financial Services.

The system features specific tools for loan originations, application tracking and credit decision-making to improve operational speed.

Alkymi Builds Private Credit Data Extraction Tool

Alkymi, an AI-powered data specialist for private investors, has launched Alkymi Private Credit to automate the extraction of data from unstructured documents to assist with risk management and compliance within the private credit market.The release follows projections that the private credit sector will expand to US$5 trillion dollars by 2029, increasing the complexity of manual data processing.

“Private credit is scaling faster than the infrastructure that supports it,” chief executive Harald Collet said. “Alkymi Private Credit was built specifically to address this challenge, combining AI automation with enterprise-grade controls to give firms continuous visibility into their portfolios, including covenant tracking so they can modernise operations without compromising accuracy or regulatory requirements.”

The platform centralises inbound documents like loan agent notices and financial statements to produce structured datasets for portfolio and accounting systems.

ICE Benchmark Administration Recognised by ESMA Under EU Benchmarks Regulation

Intercontinental Exchange (ICE) said that the European Securities and Markets Authority (ESMA) has granted recognition to ICE Benchmark Administration Limited (IBA) as a third-country benchmark administrator under Article 32 of the EU Benchmarks Regulation.

“IBA is pleased to have been granted recognition by ESMA,” said Clive de Ruig, President of ICE Benchmark Administration. “This decision ensures IBA’s EU-based clients can continue to use the ICE Swap Rate® and the LBMA Gold Price without disruption and demonstrates our ability to apply robust governance and best-in-class technology to give market participants confidence in the information they depend upon.”

IBA is already authorised and regulated by the UK Financial Conduct Authority for benchmark administration and oversees a wider suite of benchmarks, including the LBMA Silver Price and ICE Term Reference Rates, which are currently outside the scope of EU BMR.

Bloomberg Compresses Delivery Times for Alternative Data

Bloomberg has launched Data Entitlements within the alternatives-focused ALTD function on its Terminal, integrating analytics from providers such as Placer.ai and Similarweb into the existing investment research platform.

The service reduces the delivery lag of key performance indicator estimates to between three and five days, Bloomberg said.

Richard Lai, global head of alternative data at Bloomberg, said the launch provides clients with “a multi-dimensional view of company performance and the ability to nowcast KPIs at a lower lag”.

Users can now access granular metrics, including web traffic and foot traffic data, alongside traditional financial reports and news. Alternative data consists of non-traditional information sets used by investors to evaluate company performance outside of standard filings and price feeds.

Fitch Solutions Offers Clients Credit Data via Snowflake

Fitch Solutions has launched a range of credit intelligence datasets on the Snowflake Marketplace, enabling market participants to access credit ratings and loan-level performance data directly within the Snowflake AI Data Cloud.

Initial offerings include US automotive and consumer unsecured debt metrics, with plans to add ESG data in the future.

Credit intelligence platforms provide quantitative and qualitative analysis to help financial institutions manage risk and identify investment opportunities.
“We’re making sure our most valuable datasets are available when and where our clients need them,” said Rachel Lojko, president of Fitch Solutions. “This evolution in our delivery model reflects clear client demand for seamless, cloud-native access as firms accelerate their analytics and AI strategies.”

The delivery model uses standardised formats to remove the requirement for custom data ingestion pipelines and manual integration.

Arcesium Buys Swedish Asset Management Tools Firm Limina

Arcesium has acquired Stockholm-based portfolio and order management systems provider Limina to create a platform for asset managers and hedge funds.

The transaction integrates Limina’s front-office systems with the financial technology firm’s existing middle- and back-office solutions.

“With the addition of Limina’s front-office solutions, Arcesium will expand its global client relationships, providing investment firms with the integrated technology they need to scale their strategies amid increasing market complexity,” said Arcesium chief executive Gaurav Suri.

The entire Limina team will join Arcesium, with the founder reporting to the president of product and technology.

Canoe Joins Confluence to Enhance Portfolio Management Data Offering

Alternative investment data specialist Canoe Intelligence has formed a partnership that integrates its Canoe Connect system with with Confluence Technologies’ Portfolio Analytics and Reporting Information System to automate data workflows for asset allocators.

The agreement combines artificial intelligence-driven document collection with advanced analytics to streamline reporting for private-market portfolios, enabling institutional investors to monitor asset performance and manage regulatory compliance through automated data processing.

“We are building this integration to serve institutional investors, including many mutual clients,” said Christopher Jones, chief revenue officer at Canoe. “Not only are we simplifying complexity, but we’re also offering flexibility in how they access our technologies so these investment professionals can focus on what matters — performance and results.”

Confluence also plans to release a version of this solution accessible directly through its existing interface.

Alteryx Integrates With BigQuery as it Widens Google Cloud Tie-Up

Alteryx has expanded a partnership with Google Cloud to integrate its services with the BigQuery data platform.

The collaboration introduces Live Query for BigQuery, a feature that allows users to build and execute analytics workflows directly within the data warehouse without moving information. This in-place approach aims to bridge the gap between where data resides and how business teams prepare it for governed operational use.

Ben Canning, chief product officer at Alteryx, said: “Through this collaboration and by leveraging Google Cloud, Alteryx is able to embed governed, repeatable logic directly into BigQuery, enabling the people who know the business best to create and maintain it.

“Alteryx helps ensure AI outcomes stay aligned with how the business operates, even as it evolves.”

The agreement also includes the launch of Alteryx One: Google Edition, which will provide native connectivity to Google Sheets and Google Drive through the cloud marketplace.

GenAI Yet to Dominate Quant Teams, Bloomberg Survey Finds

Generative artificial intelligence is yet to take a firm hold within investment research workflows, with more than half of quant-team professionals interviewed in a Bloomberg survey saying that had yet to implement the technology.

The study of 150 quant leaders found that machine learning is well established but 54 per cent hadn’t yet adopted GenAI. The authors said this was probably because of a lack of data readiness rather than a low appetite for the technology.

Notably, a large majority – 71 per cent – are focusing their AI capabilities on acquiring sector and industry-specific data, such as company key performance indicators. The report said this aligns with findings in the survey that quant teams are most commonly using AI for stock selection, content précis and thematic analysis.

Angana Jacob, Global Head of Research Data, Bloomberg Enterprise Data, said: “The survey points to a pivotal shift in investment research: progress with AI is increasingly shaped by data readiness rather than experimentation alone.

“Firms are prioritising sector-specific datasets for deeper company and industry context, alongside tick data and measures of investor expectations that capture how markets behave. Together, this reflects a move toward more context-rich inputs for alpha generation.”

Xceptor Accepted into Microsoft Agentic Launchpad Programme

Xceptor has joined the Microsoft Agentic Launchpad to accelerate the development of artificial intelligence systems.

The programme, created in collaboration with NVIDIA and WeTransact, provides resources and infrastructure to deploy autonomous agents at scale.
The provider of data automation for capital markets was one of 13 innovators selected from a pool of more than 500 applicants to receive technical enablement and market support.

Dan Reid, chief technology officer and founder, said that joining the launchpad helps the firm to fast-track plans for agentic AI while maintaining its commitment to security and governance.

Integration of these agents will focus on automating document extraction and addressing settlement failures within the existing software-as-a-service platform.