Wells Fargo Trust Management has gone live with Smartstream’s TLM Trade Process Manager, enabling it to automate exceptions processing for domestic trades. The system replaces a mostly manual process. TLM will be used to identify exceptions before T+3 as soon as the trade is executed. Wells Fargo previously used TLM but mainly for its straight-through-processing capabilities for cross-border trades.
Date: 17 March 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Financial institutions are evolving their data platform modernisation programmes, moving beyond data-for-cloud capabilities and increasingly towards artificial intelligence-readiness. This has shifted the data management focus in the direction of data unification, real-time delivery and automated governance. The drivers of...
The criticality of sanctions to the armoury of international relations has been amplified over the past decade as geopolitical and trade tensions have intensified. Since Russia’s annexation of Crimea in 2014 and its attempted full-scale invasion of Ukraine in 2022, governments around the world have increased sanctions on nations and entities by 700%, according to...
Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.
Welcome to the third edition of the Entity Data Management Handbook which is available for free download. In this updated edition we delve into the role entity data plays in the smooth running of financial institutions and capital markets, the challenges of attaining high quality data, and various aspects, approaches and technologies involved in managing...