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The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Webinars

Recorded Webinar: Client onboarding and KYC: the data management challenges

Client onboarding and Know Your Customer (KYC) processes are imperative to regulatory compliance and building competitive advantage, but how much progress is the industry making in transitioning onboarding from a disjointed process run across many functions to an holistic operation spanning the enterprise? New approaches and technologies are available, so how best can you implement...

Recorded Webinar: The Reference Data Utility: How and Why Goldman Sachs, JP Morgan Chase and Morgan Stanley are on board

The topic of a utility model for reference data management is not new. But now we have a real world example in the form of the Reference Data Utility, based on SmartStream’s platform and backed by three founding partners: Goldman Sachs, JP Morgan Chase and Morgan Stanley. Listen to this important webinar to hear first...

Recorded Webinar: How to Track Data Lineage for Enterprise Data Management

Data lineage, the ability to track the source and lifecycle of your reference data, is becoming increasingly important as regulations call for greater transparency and risk managers require confidence in the data feeding their models. What regulations are driving the need for data lineage, what do you need to be able to demonstrate, and what...

Recorded Webinar: Adding Intelligence to Electronic Execution for Best Execution Under MiFID II

MiFID II’s provisions for best execution promise to be more rigorous than its predecessor’s. They also will be applied to a host of relatively illiquid and potentially more complex asset classes. Compliance will be challenging. This webinar looks at the emerging requirement for truly smart order routing under MiFID II’s best execution rules: Approaches to...

Recorded Webinar: Next Generation Technology for Data Quality

What impact are next generation technologies having on data management today, and what is the outlook for further implementation and process improvements. We explore technologies such as automation, cloud computing, a managed services model, and applying the distributed model of blockchain to address data quality and management issues. The need for new technologies Potential of...

Recorded Webinar: MiFID II – Practical Considerations for Gainful Compliance

The EU’s Markets in Financial Instruments Directive (MiFID) II is set to be top of the trading technology agenda for 2016. It’s impact will be more granular, prescriptive and onerous than the original MiFID regulation, raising business and technology challenges for those financial institutions affected, which need to be resolved within a tight deadline. Listen...

Recorded Webinar: Solvency II – Now the pain begins. How to fix your Solvency II workarounds

Many insurance companies and asset managers scrambled to meet the January 2016 implementation deadline for Solvency II. But now the pain begins as firms look toward longer-term solutions to managing data for reporting and compliance to take place of the short term workarounds. We discuss how January went and what the outlook is for the...

Recorded Webinar: BCBS 239

With only weeks to go until BCBS 239 takes effect on January 1, 2016, large banks within the scope of the regulation are making final preparations for compliance. Some may be more than ready on the day, others less so, but all could benefit from implementing the principles of the regulation. The webinar will consider:...

Recorded Webinar: Client and Entity Data for Client Onboarding

With enticing figures such as annual savings of $5-$20 million per firm being widely quoted, should we be looking at a collaborative approach to harmonising data management for entity and client data for client onboarding and KYC processes? How would it work, what are the obstacles and how can we address them, and how will...

Recorded Webinar: Practical Uses of Big Data in Financial Services

All data managers are concerned about big data and what it means for them, but there’s little in the way of practical advice for how to make the most of the opportunities it may bring. We delve into some real-life examples of how big data can be used at financial institutions to ease data management...