Automation
PE money tips the ‘scale’ for growing vendors
The IMD Wrap: For many businesses, being able to take the next step toward success involves the ability to scale. Max looks at two recent fundraising deals that speak volumes about where the industry is headed.
Technical and regulatory questions surround Europe’s T+1 move
The EU roadmap mirrors the UK’s goal of an October 2027 move. With more than two years to prepare, firms must consider how to implement the non-prescriptive guidelines and weigh where to automate.
Unleashing the power of data and technology in an age of digital transformation
How Bloomberg is helping its Apac clients’ digital transformations across system interoperability, decision-making and automation
Tech vendors, exchanges see gains from GenAI code assistants
CME Group and others report their experiences using code assist tools to generate code, support tech migrations, and speed up testing, and support functions.
Everything’s a chatbot. Soon, your sales trader might be, too
Morgan Stanley, Citi, and Kepler Cheuvreux are among firms considering making their internal AI assistants available to clients.
ICE’s snowball effect: Intercontinental Exchange keeps leash tight on infrastructure
Voice of the CTO: Stuart Williams talks about why the exchange has been so adamant about “controlling” its infrastructure and technology, and how that helped it manage intense market volatility.
Deutsche Bank delivers AI, client insights with ‘muscle memory’
Voice of the CTO: The German bank is taking finely honed skills and capabilities and deploying them for new and emerging use cases.
The European T+1 effect on Asia
T+1 is coming in Europe, and Asian firms should assess impacts and begin preparations now, says the DTCC’s Val Wotton.
BNP Paribas explores GenAI for securities services business
The bank recently released a new web app for its client portal to modernize its tech stack.
Experts say HKEX’s plan for T+1 in 2025 is ‘sensible’
The exchange will continue providing core post-trade processing through CCASS but will engage with market participants on the service’s future as HKEX rolls out new OCP features.
Unleashing the power of data and technology in an age of digital transformation
How Bloomberg sees digital transformation and the strategies it employs to solve data and technology pain points for its clients.
FX automation key to post-T+1 success, say custodians
Custody banks saw uptick in demand for automated FX execution to tackle T+1 challenges.
Observations and lessons to learn from the move to T+1
The next few years will see other jurisdictions around the world look to North America for guidance on transitioning to shorter settlement cycles.
Asset manager Saratoga uses AI to accelerate Ridgeline rollout
The tech provider’s AI assistant helps clients summarize research, client interactions, report generation, as well as interact with the Ridgeline platform.
Case study: Data distribution—NeoXam DataHub
NeoXam DataHub automates the data management process, allowing data to be easily integrated and distributed, and allocation across the organization efficient and flexible.
BNY uses proprietary data store to connect disparate applications
Internally built ODS is the “bedrock” upon which BNY plans to become more than just a custodian bank.
A tech revolution in an old-school industry: FX
FX is in a state of transition, as asset managers and financial firms explore modernizing their operating processes. But manual processes persist. MillTechFX’s Eric Huttman makes the case for doubling down on new technology and embracing automation to…
Driving effective transaction cost analysis
How institutional investors can optimize their execution strategies through TCA, and the key role accurate benchmarks play in driving more effective TCA.
BlackRock, BNY see T+1 success in industry collaboration, old frameworks
Industry testing and lessons from the last settlement change from T+3 to T+2 were some of the components that made the May transition run smoothly.
Can the EU and UK reach T+1 together?
Prompted by the North American migration, both jurisdictions are drawing up guidelines for reaching next-day settlement.
T+1 shift sees out-of-hours human resourcing costs spike by as much as 20%
New research finds that trading firms are experiencing increased labor costs—which could be a boon for outsourced trading.