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The future of pricing and reference data: Unlocking AI’s potential in financial operations

 

The panel

  • Brad Franklin, Director, product management DSO—datafeeds and platform, FactSet
  • Eddie Hui, Director, product management, real-time prices and product development, FactSet
  • Marlene Dehart, Head of information security, Southern Bancorp
  • Alpesh Doshi, Managing partner, Redcliff Capital
  • Moderator: Victor Anderson, Global content director, WatersTechnology

Capital markets firms are currently at a crossroads, grappling with the complexities of managing pricing and reference data (PRD) against a backdrop of rapid technological advancement. As firms face mounting challenges, ranging from fragmented data sources and legacy systems to rising operational costs, artificial intelligence has emerged as a practical means of addressing these perennial pain points.

PRD remains a critical yet often overlooked component of financial operations, essential for normalizing security master files and enabling real-time insights. However, the lack of interoperability, outdated governance models and the absence of standardized AI data acceptance criteria have created barriers to efficiency and innovation.

This webinar explores how AI is reshaping the PRD landscape, allowing firms to address these challenges while preparing for the future.

Key topics under discussion:

  • Data complexities in investment operations: The challenges facing market participants in managing diverse datasets, ensuring interoperability and addressing increased total cost of ownership in financial operations
  • AI-powered insights for PRD: How AI is enabling advanced use-cases, such as price prediction, anomaly detection and proactive alerts, while addressing the industry’s evolving needs for governance and standardization
  • Operational resilience and cost reduction: Strategies for leveraging AI to automate data governance, reducing human capital costs and improving overall efficiency in financial workflows
  • The future of AI in PRD: Exploring the potential of AI to shape the future of financial operations, from compliance to advanced analytics, while simultaneously addressing the industry’s lack of standardized AI governance models

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