Chief Innovation Officer
Agentic AI comes to Bloomberg Terminal via Anthropic protocol
The data giant’s ubiquitous terminal has been slowly opening up for years, but its latest enhancement represents a forward leap in what CTO Shawn Edwards calls, “the way we should talk to the world.”
LLMs are making alternative datasets ‘fuzzy’
Waters Wrap: While large language models and generative/agentic AI offer an endless amount of opportunity, they are also exposing unforeseen risks and challenges.
Bloomberg expands user access to new AI document search tool
An evolution of previous AI-enabled features, the new capability allows users to search terminal content as well as their firm’s proprietary content by asking natural language questions.
Perceive, reason, act: Agentic AI, graph tech used to assess risk
Industry executive Jay Krish is experimenting with large language models to help PMs monitor for risk.
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.
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.
Study: RAG-based LLMs less safe than non-RAG
Researchers at Bloomberg have found that retrieval-augmented generation is not as safe as once thought. As a result, they put forward a new taxonomy to help firms mitigate AI risk.
Bank of America reduces, reuses, and recycles tech for markets division
Voice of the CTO: When it comes to the old build, buy, or borrow debate, Ashok Krishnan and his team are increasingly leaning into repurposing tech that is tried and true.
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.
Microsoft exec: ‘Generative AI is completely passé. This is the year of agentic AI’
Microsoft’s Symon Garfield said that AI advancements are prompting financial services firms to change their approach to integrating AI-powered solutions.
Inside the company that helped build China’s equity options market
Fintech firm Bachelier Technology on the challenges of creating a trading platform for China’s unique OTC derivatives market.
Banks urged to track vendor AI use, before it’s too late
Veteran third-party risk manager says contract terms and exit plans are crucial safeguards.
The murky future of buying or building trading technology
Waters Wrap: It’s obvious the buy-v-build debate is changing as AI gets more complex, but Anthony wonders how trading firms will keep up.
JP Morgan, Eurex push for DLT-driven collateral management
The high-stakes project could be a litmus test for the use of blockchain technology in the capital markets.
For AI’s magic hammer, every problem becomes a nail
A survey by Risk.net finds that banks are embracing a twin-track approach to AI in the front office: productivity tools today; transformation tomorrow.
On GenAI, Citi moves from firm-wide ban to internal roll-out
The bank adopted three specific inward-facing use cases with a unified framework behind them.
How a Chinese AI firm shook the tech world
DeepSeek’s AI model is the very ethos of doing what you can with what you have.
To unlock $40T private markets, Hamilton Lane embraced automation
In search of greater transparency and higher quality data, asset managers are taking a tech-first approach to resource gathering in an area that has major data problems.
DTCC revamps data distribution, collection efforts with cloud, AI
The US clearinghouse is evaluating the possibilities that cloud and AI offer to streamline the processes by which it collects and makes data available to market participants.
We’re running out of datacenters! (But maybe AI can help?)
The IMD Wrap: Datacenter and cloud adoption is being pushed to its limits by AI. Will we simply run out of space and power building AIs before AI figures out how to fix it?
Agentic AI and big questions for the technologists
Waters Wrap: Much the same way that GenAI dominated tech discussions over the last two years, the road ahead will feature a lot of agentic AI talk—and CIOs and CTOs better be prepared.