Finalists Announced for the American Financial Technology Awards 2014
The AFTAs are scheduled to take place on the evening of December 8 in New York City, at the Marriott Marquis on Times Square. Click here to view last year's winners; if you require any information about the awards, please contact us here.
Best Global Deployment
• ITG ─ Posit Alert Upgrade
• Bank of Montreal ─ BMO Skyway, delivered through Xignite's cloud
• State Street ─ State Street Global Exchange
• Citi ─ Citi Futures, Clearing and Collateral
Best Risk Management Initiative
• BNY Mellon ─ Enterprise Risk Initiatives
• Janus Capital ─ eQuantum Risk Platform
• MFS Investment Management ─ Global Portfolio Modeler (GPM)
• State Street ─ State Street Global Exchange
Best Analytics Initiative
• Citi ─ Citi Futures, Clearing and Collateral
• Deutsche Bank ─ The Dirty Data Team
• Fannie Mae ─ Fannie Mae Vega Analytics Initiative
• ITG ─ ITG Analytics
• Morgan Stanley ─ Matrix QSI (Quantitative Solutions & Innovations)
Best Reporting Initiative
• Bank of America Merrill Lynch ─ Mercury
• Morgan Stanley ─ Implementation of AxiomSL Platform
• Morgan Stanley ─ Strategic Client Reporting (SCR)
• JP Morgan ─ JP Morgan Markets: My Reports
Best Cross-Asset Trading Initiative
• Interactive Brokers ─ Trader Workstation (TWS)
• JP Morgan Markets ─ JP Morgan Nexus Platform
Best Data Management Initiative
• Bank of Montreal ─ BMO Skyway, delivered through Xignite's cloud
• Barclays Wealth and Investment Management ─ Rollout of SS&C's e-Investor Platform
• Citi ─ Client Experience Desktop Manager
• Fidelity Investment Management Technology ─ Implementation of Infosys' CDE platform
• MSD Capital ─ Implementation of IVP's Polaris Platform
Best Cloud Initiative
• Bank of Montreal ─ BMO Skyway, delivered through Xignite's cloud
• BNY Mellon ─ BNY Mellon eXtreme Platform
• Irish Life Investment Managers ─ Deployment of ITG Trade Operations Outsourcing
• Northern Trust ─ Northern Trust Internal Cloud
• Northern Trust ─ Technology Infrastructure
Best Infrastructure Initiative:
• Bank of America ─ Band 7
• ConvergEx Group ─ ConnEx
• EBS ─ EBS Direct
• Fannie Mae ─ Fannie Mae Big Data and Analytics Infrastructure
• Northern Trust ─ Technology Infrastructure
• Société Générale ─ Desktop Scavenging
Most Cutting-Edge IT Initiative
• Bank of America ─ Mainframe Cost Reductions
• IEX Group ─ True Price
• Fannie Mae ─ Collateral Underwriting
• Morgan Stanley ─ Matrix
• Société Générale ─ Business Activity Monitoring
Best OTC Trading Initiative
• Citi ─ Citi Futures, Clearing and Collateral
• MarketAxess ─ MarketAxess SEF
Best IT Integration Initiative:
• BMO Global Asset Management ─ Implementation of SimCorp Dimension
• Blackstone ─ BX Workflows
• Pershing ─ Managed Investments Team
• Union Bank ─ Finance Transformation Project
Best Mobile Strategy Initiative:
• Citi ─ Citi Client Rapport
• JP Morgan ─ JP Morgan Markets
Merrill Lynch ─ Merrill Lynch Clear
• Morgan Stanley ─ Matrix Mobile
• Pershing ─ NetX360
• Vanguard ─ Vanguard Financial Advisor Services - Mobile
Best Compliance Initiative
• BNY Mellon ─ AIFMD
• Morgan Stanley ─ Implementation of AxiomSL Platform
Best Technology Executive, Buy Side
• Uche Abalogu ─ UTIMCO
• Dayna Corlito ─ BTG
• Mary Kotch ─ AIG
• Bill Murphy ─ Blackstone
• Pete Petersen ─ Causeway Capital
Best Technology Executive, Sell Side
• Dov Katz ─ Morgan Stanley
• Michael McGovern ─ Brown Brothers Harriman
• Tim Wood ─ FBR & Co.
Best IT Team
• Blackstone
• BNY Mellon
• Société Générale
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More on Awards & Rankings
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Most innovative market data project/initiative—firmfact
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Best market data newcomer (vendor or product)—Octaura
Octaura’s Insights Platform is an integrated market intelligence and analytics offering purpose-built for the leveraged loan market.
Best market data provider (broker)—Fenics Market Data & Analytics
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Best evaluated pricing service provider/vendor—Infront
Infront Quant supplies independent, cross‑asset valuations with a “white‑box approach”, offering level 1 and 2 transparency.
IMD & IRD Awards 2026 winner’s interview—Smartstream
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Best reference data integration vendor—Gresham
Gresham’s AI-native EDM Suite combines data from disparate sources and systems and provides user-firms with a single point of integration across the data life cycle.
Best ESG data initiative—Bloomberg
Bloomberg’s Impact and Allocation dataset provides investors with a consistent means of assessing how proceeds are being deployed and what outcomes issuers report.