Abrigo Acquires 360 View for CRM Incorporation

Compliance and lending software provider Abrigo has acquired 360 View, incorporating the London-based company’s customer relationship management and marketing automation tools.

The acquisition follows a series of investments by the company, which serves financial institutions, to integrate customer data with risk management and lending solutions.

Raleigh, North Carolina-based Abrigo’s chief executive Jay Blandford said that the 360 View capabilities would transform customer data into actionable intelligence.

“Financial institutions are looking for smarter, more practical ways to grow,” Blandford said. “These capabilities will build on our holistic approach to data analytics – an important part of our corporate strategy – to better serve customers in an increasingly competitive banking market. Together, we will help banks and credit unions move from fragmented data to a cohesive approach and measurable results.”

The modular platform includes referral tracking, automated onboarding and portfolio-level profitability insights.

Solidatus Unveils Agentic AI Assistant for Data Lineage

Solidatus has launched the Solidatus AI Lineage Assistant, deploying agentic artificial intelligence to automate the creation and maintenance of data maps across enterprise estates.

The tool addresses regulatory requirements such as BCBS 239 and the EU AI Act by documenting data movement and transformations.
Philip Dutton, founder and chief executive of the data lineage software provider, said that the assistant enables teams to move at the speed regulators demand without sacrificing human oversight and accountability.

“Regulators and boards increasingly expect organisations to demonstrate not just what decisions were made, but exactly what data underpinned them, where that data came from, how it was transformed and whether it can be trusted,” said Dutton. “Delivering that level of evidence at the speed modern enterprises require means rethinking how lineage is built and maintained. Approaches that combine AI-driven automation with human validation are emerging as the practical path forward for producing lineage that is fast to generate and defensible under scrutiny.”

The software ingests unstructured documentation, including legacy spreadsheets and images, to generate queryable records and audit trails.

SimCorp Unveils Factor Aggregation Tool for Quants

SimCorp has introduced the Axioma Factor Library Suite to aggregate fundamental, technical and macroeconomic factors into a single data resource for asset managers and hedge funds, among other users.

The library includes exposures for 50,000 securities across 90 countries with historical data dating back to 1997. Users can access the data through the Axioma Risk Model Machine or via the Snowflake platform to integrate research into existing investment pipelines.

Ian Lumb, head of analytics product management at the financial technology provider said the suite provides proprietary factor research to give clients a broader universe of signals for investment strategies.

“By offering access via Snowflake, we enable seamless integration into client workflows and automation, allowing them to easily incorporate our research into existing investment processes and confidently design strategies that reflect their unique investment identity,” Lumb said.

Factor libraries allow quantitative managers to test hypotheses and build bespoke risk models by combining equity styles with macroeconomic drivers.

SimCorp also announced that it had appointed Debbie Townley as chief people officer to manage its workforce and culture strategy.

Townley previously spent 18 years in human resources roles at BlackRock, Brooks MacDonald and GAM Investments, where she also served as chief people officer.

Based in London, Townley reports to chief executive Peter Sanderson.

Datamaran ESG Regulation Monitoring Software Up and Running

Datamaran has created standalone regulatory monitoring software that combines artificial intelligence with expert-curated intelligence to track ESG regulations globally.

The platform provides continuous monitoring and automated alerts to help companies identify relevant legislative developments and coordinate responses across internal teams.

Marjella Lecourt-Alma, chief executive and co-founder of the AI-powered risk and governance provider, said that the product “gives leaders the clarity, foresight, and structure they need to move from reactive compliance to proactive governance by delivering relevant and timely AI-powered insights within a structured workflow”.

The system includes visual dashboards and applicability indicators to provide early warning signals from the policy proposal stage through to rule implementation.

CUSIP Enables Direct Requests for Carbon Market Identifiers

CUSIP Global Services has rolled out a direct request mechanism for voluntary carbon market (VCM) registries to obtain identifiers.

EcoRegistry is the first platform to integrate this process, linking listed carbon projects to the specific alphanumeric codes that CSG provides. This initiative follows a partnership with BeZero Carbon to establish unique identifiers aimed at improving the traceability of environmental assets.

CGS EMEA regional head Darren Purcell said the foundation of every financial transaction is the ability to accurately and instantly identify the underlying asset and its core structure.

“By incorporating VCM CUSIPs into the core registration workflow, EcoRegistry is helping to set a new standard for transparency and institutional rigour in the VCM ecosystem,” Purcell said.

The system uses a nine-character format to capture unique attributes of carbon credit initiatives throughout their lifecycles.

FINBOURNE Technology and Alkymi Partner to Launch Private Credit Risk Monitoring Solution

FINBOURNE Technology and Alkymi have formed a strategic partnership to provide an integrated credit risk monitoring solution specifically for the private credit industry. The collaboration combines Alkymi’s AI-powered document ingestion platform with FINBOURNE’s data management and analytics capabilities. The solution aims to help asset managers, lenders, and asset owners proactively identify emerging risks and improve operational control across complex portfolios.

The partnership addresses the limitations of traditional, manual credit monitoring, which often fails to detect issues until a covenant breach or default occurs. By automating the processing of borrower documents and financial data, the system allows for the early detection of deteriorating credit quality. Alkymi’s technology automates document verification and compliance tracking, while FINBOURNE provides a unified data environment that ensures bi-temporal accuracy and eliminates the need for manual reconciliation across front, middle, and back-office functions.

This integrated approach creates a single source of truth for investment operations, offering full auditability and flexible data models to support diverse credit structures. By streamlining the flow of financial metrics and covenant monitoring, the joint solution enhances transparency and enables more informed decision-making for private credit exposures.

Study Prompts TRG Screen Data Spend ROI Calculator

Data subscription management technology provider TRG Screen has released an interactive tool to model cost savings and efficiency gains.

The innovation builds on the findings of a study by research firm Hobson & Company that found firms that adopt purpose-built market data management technology saw triple-digit ROI, and reduced market data spend by an average of 10% and reference data spend by 25%.

Based on those findings, TRG Screen built its interactive ROI calculator, enabling firms to study their own data spend and identify where savings can be made.

“”This independent research validates what we see across our client base every day,” said TRG Screen chief customer strategy officer Nadine Scott. “When firms gain end-to-end visibility and control, the impact shows up quickly in reduced spend, reclaimed time and lower risk.”

FactSet Incorporates Kepler Cheuvreux AMR

FactSet has announced a partnership to integrate Kepler Cheuvreux’s aftermarket research (AMR) into its systems, incorporating equity research covering 1,000 stocks across 34 sectors into the FactSet interface.

The integration includes artificial intelligence tools to summarise and contextualise European equity data for users, the financial digital platform provider said.

Kendra Brown, Senior Vice President at FactSet, stated that the partnership strengthens the platform’s position through the largest independent research footprint in Europe.

The service adds to an existing repository containing reports from 1,800 brokers including Barclays and Deutsche Bank. AMR solutions provide financial professionals with historical and current analysis to assist with investment decision-making.

SimCorp Chosen as AllianceBernstein’s Investment Tech Provider

Investment management firm AllianceBernstein has selected SimCorp as its core investment technology partner in an agreement that will see the implementation of the SimCorp One platform to serve as front-to-back infrastructure for the firm.

This transition aims to provide investment teams with centralised, real-time data and proprietary tools for trading.

The firm’s platforms will be unified on a single investment platform to serve global clients, Karl Sprules, Chief Operating Officer of AllianceBernstein, said.

The multi-year phased rollout of the system is underway, starting with the core investment data platform.

Quest Unveils Data Platform to Automate Multiple Capabilities

Quest Software has launched the Trusted Data Management Platform featuring the Automated Data Product Factory, a software-as-a-service product that unifies data modelling, cataloguing, governance, quality and a data marketplace into a single interface.

The system uses artificial intelligence and natural language prompts to automate the creation of production-ready data assets for corporate use.

The platform is designed to deliver simplicity through automation by unifying multiple capabilities in a converged offering, chief executive Tim Page said.

Users can reduce the time required to create data products from weeks to days, potentially lowering delivery costs by 40 per cent, the company said.