Case study
BMO’s cloud migration strategy eases AI adoption
The Canadian bank is embracing a more digital future as its cloud strategy makes gains and it looks to both traditional machine learning and generative AI for further augmentation.
The bank quant who wants to stop genAI hallucinating
Former Wells Fargo model risk chief Agus Sudjianto thinks he has found a way to validate large language models.
Man Group’s proprietary data platform is a timesaver for quants
The investment firm’s head of data delves into its alt data strategy and use of AI tools to boost quant efficiency.
Vanguard cautiously explores neural networks for alt data analysis
John Ameriks, head of Vanguard’s Quantitative Equity Group, explains the rationale behind dataset selection and how the group has been using machine learning.
Citi details API for HKEX’s Synapse
New pieces of technology, like Synapse, assist Citi in migrating clients to newer technologies, and newer ways to settle and clear more efficiently.
Alliances and experiments: Trading firms get innovative in 2023
Rebecca offers a recap of the year's most notable technology use-cases led by sell-side and buy-side institutions.
How Liontrust AM reimagined tech vendor partnerships to retain IP post-Majedie acquisition
Buying off the shelf can be cheaper and faster than building in-house, but giving up IP rights to critical platforms is a trade-off some firms aren’t willing to make.
JP Morgan fast-tracks market data licensing tools
The bank is developing solutions to help internal teams understand compliant usage and entitlements.
As asset managers look to Asia for alpha, analytics & visualization tools take center stage
PineBridge Investments uses economic and time-series data analytics provider Macrobond Financial to better its economics research, which supports its portfolio managers and the firm’s overall investment thesis.
JP Morgan AM develops AI quant tool that uses mind maps to build thematic funds
ThemeBot uses textual relevance and revenue attribution to construct a list of stocks, which is then verified by JPMAM’s active equity analysts.
Goldman taps alt data for economic forecasts during pandemic
Economists at the bank leveraged a combination of public and third-party data to make conclusions about the future during uncertain times.
Banking Experts: Tech Isn't the Whole Solution to Financial Crime
The industry and researchers are challenging the touting of privacy-enhancing technologies as a cure-all for KYC/AML failures, and advocating systemic reform.
Waters Wrap: How Cloud, APIs, and Open Source Are Changing the World of Fintech (And Blockchain's ZTA Play)
Anthony looks at how the lines that have traditionally defined the world of "fintech" are blurring. Also, can blockchain help with ZTA's advancement?
Transforming NLP: A Look at New Tools Being Used by Banks
The evolution of natural language processing is rapidly progressing. Jo Wright takes a look at BERT, one of the more game-changing innovations that is helping to transform the field of machine learning in the capital markets.
SmartStream Goes to Market With Fresh Air
Sibos 2019 was a significant event for SmartStream Technologies, marking the official launch of SmartStream Air, the firm’s cloud-native, AI-enabled reconciliations platform that is set to shake up the reconciliations industry. Victor Anderson caught up…
Desktop App Interoperability: On the Front Lines with RBC and OpenFin
Anthony Malakian spent several weeks with RBC Capital Markets and OpenFin to see how desktop app interoperability works in motion.
Asset Managers Chase Signals in ESG Noise
Machine learning can tell stories from large datasets to drive alpha, say quants.
Deutsche Bank's Joerg Landsch on Creating a Successful Innovation Lab
While speaking at this year’s North American Innovation Summit, Joerg Landsch ran through what he believes makes for a successful innovation lab.
Zurich Insurance Completes Two-Year Data Migration Effort
Project reduces cost and complexity at global insurance firm
AllianceBernstein Tames the Onboarding Beast
AllianceBernstein was struggling with its manually intensive onboarding process. It turned to Markit to answer the challenge. The result: Markit Document Exchange, which, as Anthony Malakian discovers, has proven to be something of a rarity in the…
