Itiviti has appointed Gavin Welsh to the new role of executive vice president, head of customer success. Welsh will define and drive Itiviti’s customer strategy, overseeing customer relations and the company’s support offerings, and reporting to Itiviti CEO Rob Mackay. Welsh joins Itiviti with more than 25 years’ experience of fintech customer support, most recently as global head of client coverage at TradingScreen.
MiFID II sets transparency requirements for pre- and post-trade disclosure of order details, along with transaction reporting that identifies reference and post-trade data. The directive’s related MiFIR regulation extends pre-transparency rules to apply to depository receipts, exchange-traded funds, certificates trading on a venue, bonds and structured products trading on a regulated market, and emission allowances...
The open source Financial Instrument Global Identifier (FIGI), formerly the Bloomberg Global Identifier (BBGID), is coming closer to being a primary security identifier following its inclusion in the ISO 20022 external code set for financial instrument identification and its formal approval as a standard by the Object Management Group (OMG). The identifier is also starting...
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.
Client onboarding is central to the success of banks, yet it continues to present challenges and the benefits of getting it right are difficult to achieve. The challenges arise from siloed systems, manual processes and poor entity data quality. The potential benefits of successful implementation include excellent client experience, improved client acquisition and loyalty, new business opportunities, reductions in costs, competitive advantage, and confidence in compliance.