Expert.ai

Recorded Webinar: The Buy-side Trading Desk of the Future

The buy-side trading desk is facing a structural reckoning. Decades of siloed systems for equities, FX and fixed income have created what COOs increasingly describe as a “silo tax” – duplicated headcount, fragmented data, and operational overhead that is harder to justify now that the underlying workflows have, in functional terms, converged. Thirty years of...

Find out more

Top 13 Client Onboarding Solutions in Capital Markets

Streamlining the Onboarding Lifecycle: A Comparative Analysis of 13 Leading Capital Markets Solutions For institutional broker-dealers, asset managers and investment banks, client onboarding has transitioned from a straightforward administrative function into a complex operational bottleneck. The combination of fragmented global regulatory mandates, ultimate beneficial ownership transparency laws and multi-jurisdictional compliance protocols has steadily increased the...

Read More

Data Management Summit, New York City

Now in its 17th year, Data Management Summit (DMS) NYC returns in September 2027, to explore how to use data and AI to drive measurable business outcomes - reliably, repeatedly and at scale.

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...