Financial Technologies International (FTI) has chalked up two wins for its StreetReference reference data management platform. Investment manager Franklin Templeton will integrate StreetReference into its existing implementation of FTI’s StreetBooks client records data store. Meanwhile, M&G Investment Management will use StreetReference as part of its so-called Data Mart database of fixed-income securities terms and conditions. Data Mart will initially be M&G’s repository for all security-related data. The firm plans to add client and counterparty data later.
A-Team Insight Blogs
FTI Wins at Franklin Templeton, M&G
Digital transformation in the financial services sector has raised many questions around data, including the cost and volume of reference data required by each financial institution. Firms want to pick and choose the reference data they need to fulfil their requirements. Emerging solutions with the potential to decrease the cost of data and increase flexibility...
New York-based FundGuard, a pioneer of AI in investment management and asset services, has completed a $12 million Series A funding round. The company will use the funding for product development to meet increased regulatory demands for transparency and resilience in the fund administration segment. The company works with several of the world’s largest fund...
Now in its 11th year, the Data Management Summit USA Virtual explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.
This special report accompanies a webinar we held on the popular topic of The Data Management Challenges of Client Onboarding and KYC, discussing the data management challenges of client onboarding and KYC, and detailing new technology solutions that have the potential to automate and streamline onboarding and KYC processes. You can register here to get immediate...