Ventura Management Associates, a boutique advisory firm focused on reference data and client information data strategy, has partnered with On-Course Advisors to launch a client relationship management (CRM) forum.
According to Ed Ventura, president of Ventura Management Associates, the semi-annual CRM Forum will be aimed at bringing together industry participants to discuss best practices relating to CRM. To find out more visit Ventura Management Associates
Cloud-based services and processing have become essential to financial institutions as their data management demands have become more complex and expansive. Thousands of organisations have made the jump from their limited on-premises tech stacks to the near-infinite scalability opportunities of public and private clouds. They have also been motivated by the need to modernise their...
Rimes has built out its data management and investment intelligence offering to give clients a new unified suite of capabilities that can accelerate and scale their artificial intelligence-powered data and workflows. Intelligence Fabric for Capital Markets adds new functionality to the New York-headquartered company’s services, seeking to meet the increasingly complex data needs of asset...
Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.
Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...