Latest Reference Data Blogs

Adam Devine

Brute force can’t solve onboarding. Machine learning can. Here’s how.

Throwing headcount at the ubiquitous client onboarding problem hasn’t worked. It’s still a mess. Offshoring just sweeps the mess under the rug, and the expression, “misery loves company” is a good way of describing the impact of utility plays. Every onboarding solution on the market today just shifts the burden and expense of data analyst headcount to different places and P&Ls, and because every bank has a slightly (or very) different onboarding process, there will never be a single off-the-shelf solution for every bank. The key to reducing the risk and cost of onboarding is automating the manual, repetitive human work within every unique process. Are we suggesting that every financial institution kick off its own enormous custom IT project? Certainly not. That’s a well-worn page from 1998’s playbook. Cloud-based machine learning is the answer in 2015, and it’s radically improving the way data is collected, validated, and enriched.

Sarah Underwood

The European Securities and Markets Authority (ESMA) is canvassing market participants’ views on messaging protocols for transaction reporting under the Markets in Financial Investments Regulation (MiFIR) in a questionnaire with a response deadline of March 6, 2015.

Sarah Underwood

iMeta Technologies has integrated its Assassin entity data management platform with Avox’s recently released web services to deliver an automated solution for client onboarding and ongoing client data management.

Sarah Underwood

AIM Software has secured a contract to modernise data management at Netherlands-based KAS Bank, a specialist in securities services, risk control and reporting services that administrates over €400 billion in assets on behalf of clients in the pensions and securities industry.

Latest Q&A

To accompany our recent webinar on the Putting the LEI into Practice, we asked participants to give us their thoughts on the key discussion themes. Here is Marty Williams, Vice President, Reference Data Development, Interactive Data.

Reference Data Videos & Webinars

Video
The wave of LIBOR-inspired compliance requirements has particular implications for capital market participants. Proactive management of a firm’s risk and compliance environments is desperately needed to stay ahead of this wave.
See video
Audio

The past 12 to 18 months has seen the appointment of many chief data officers, in an apparent acknowledgment of the strategic importance of data to the financial institution. But what is the CDO’s role? Is it that of an evangelist or enforcer of internal data policies and procedures? Or something else entirely?

Reference Data Review Events

March 4, 2015 - 12:00am - 12:00pm
DMS London is THE event to be at for the London community of data management executives. If you are a senior manager involved in data or technology for the mid- to back-office at a trading firm,...
March 24, 2015 - 3:00pm
We plan to put the spotlight on this much overlooked but important regulation which has wide-ranging implications for risk data aggregation and reporting, data governance and data architecture.

Latest Research

A-Team Group recently held a webinar on the popular topic of Practical Approaches to Reference Data Feed Integration, discussing how firms should be approaching the challenge around data work flow and integration that's emerging as a major pain point as firms struggle to deal with managing change and maintaining data feeds, and what help is available to them.

A-Team Group recently held a webinar on the popular topic of The Data Management Challenges of Client Onboarding and KYC, discussing the data management challenges of client onboarding and KYC, and detailing new technology solutions that have the potential to automate and streamline onboarding and KYC processes.

Reference Data Review Poll

What is the main obstacle to achieving enterprise data management for risk and analytics?
Governance (lack of)
12%
Legacy technologies
18%
Lack of integrated data strategy across the organisation
71%
Total votes: 34

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