Citi
Barclays Joins Swift's KYC Data Utility Project
Barclays and 10 other banks are working with Swift to establish a central source of know-your-customer data
BYOD, Mobile Offer Banks a Chance to ‘Get Cool Again'
As bring-your-own-device (BYOD) strategies grow inside banks, mobile data management has also emerged as a pressing issue, according to panelists at this year's North American Trading Architecture Summit.
Citi Rolls out Pricing Tool on Bloomberg App Portal
Citigroup has made a new electronic block pricing tool available on Bloomberg's App Portal, to allow traders to request bespoke prices for block orders as part of their workflow on the Bloomberg Professional service.
SEFs and OTC Trading special report
April 2014 - sponsored by: Tradeweb; Thomson Reuters
Quality's Governing Principles
Data governance efforts, in early stages for many firms, require navigation of the divide between business and IT units, as well as cost, data quality and value concerns. Michael Shashoua reports on a discussion held during a March 6 webcast
Deltix, Citi Team on Development & Back-Testing Solution for Algo Trading
Software provider Deltix is partnering with Citi to deliver an integrated algorithmic trading solution for research and execution of automated foreign exchange (FX) strategies.
The data governance culture -- webcast
Inside Reference Data gathered leading industry experts for a webcast on March 6, 2014 to discuss how financial trading firms are managing data governance considerations in light of increased management focus.
Swift Partners with Major Banks on KYC Utility
Swift plans to launch a central utility for know-your-customer data later this year and is working with six major banks, who are sharing their views on the processes, documentation and data needed
Sutton Takes Customer Data Role at HSBC
Julia Sutton has left Deutsche Bank to take a role within group customer data strategy at HSBC
ParFX Adds JPMorgan, Citi as Founder Banks
ParFX has announced that JPMorgan and Citi have joined the foreign-exchange (FX) platform as founding members, bringing the total to 14.
Eley Appointed GoldenSource CEO, Meriton to Focus on Utilities
After 12 years as CEO, Mike Meriton will now serve the company as vice chairman, driving its strategic activities in relation to the creation of utilities. Former Pivot CEO John Eley has been chosen to succeed him
Anthony Malakian: When the Love is Gone
In a world of new technologies—where evolution happens at breakneck speeds—Anthony says that buy-side firms need to employ new strategies when managing their third-party relationships. Perhaps they can learn a lesson or two from their sell-side brethren?
AFTAs 2013: Best Data Management Initiative—Citi
The disciplines and processes that fall under the data management moniker are the best examples of tasks for which no finish line exists. It is a given that all financial services firms need to cost-effectively manage their data, whatever its prefix—big,…
Quality's Matrix
Data quality improvement efforts—even those aimed at making the process simpler—are proving to be a complex mix involving different actions for different types of data, regulations to contend with, and management issues to be grasped. Michael Shashoua…
Updating the data quality toolbox -- Webcast
Inside Reference Data gathered leading industry experts for a webcast on December 17, 2013 to discuss what financial trading firms are doing to improve data quality and the measures they are taking in light of increased reporting rules and regulation.
MAT Design Seen as Strange by FCMs, SEFs
Panelists on a recent Waters webcast regarding the future of over-the-counter (OTC) derivatives reform discussed the US Made Available to Trade (MAT) rules, saying that the design of the regulation was perplexing.
Banks Consolidating Screen Real Estate on Their Platforms, Says Waters USA Panel
The three keys to real estate are location, location, location. The three keys to keeping customers on your front end technology? Real estate, real estate, real estate. As in, screen real estate. There's only so much space to go around, and any provider…
BYOD Not a Given, Even as BlackBerry Flounders
There was a time in the not-too-distant past when BlackBerry dominated on Wall Street. As the Apple iPhone—and to a lesser extent, Android—gains ground, though, firms are advancing bring-your-own-device (BYOD) strategies, even as some pull back.
Senior Technologists Discuss the Drive Toward Standardization, Automation
At this year's Waters USA conference at the New York Marriott Marquis in Times Square, a panel of C-level technologists from across the industry discussed their drive toward standardization and automation, while contemplating new cost structures to help…
Global OTC Market Reform: Where Next After the US? -- Webcast
WatersTechnology gathered leading industry experts for a webcast on December 5, 2013 to discuss how financial trading firms are dealing with global reform of the OTC derivatives market.
IBOR Breakfast Briefing: People and Patronage Part of the Puzzle
Panelists at Waters' recent breakfast briefing on the investment book of record (IBOR), discussed practical methods of implementing an IBOR system at a buy-side firm, saying that while technology is important, the key to a successful project is often the…
Panel: Grasp Opportunities of Regulatory Complexities
The raft of current and upcoming regulations is creating opportunities as well as challenges for trading and investment firms in the Asia-Pacific region, though many outside of the largest firms are still not prepared for the data complexities and…
Citi to Mix Retail and Institutional Flow in Mexico
With its new Mexican order facilitation platform, Retail Price Improvement, Citi will provide full penny price improvement to retail investors, and ultimately institutional investors, on the Bolsa Mexicana de Valores (BMV).
The March of LEI Progress
The legal entity identifier still has its hurdles to clear for full implementation, as panelists in an October 18 webcast acknowledge. Michael Shashoua reports their concerns about private-public cooperation, federated system structure and onboarding and…