Capital Markets FinTech Forum: Recent Episodes
ipushpull
The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sector. #fintech #data #automation #workflow
AI agents are already shaping execution decisions in regulated markets, but the industry still has no agreed way to identify them, authorise them or trace what they did.
Matthew Cheung, CEO of ipushpull, speaks to Rebecca Healey, Managing Partner of Redlap Consulting and author of the Mindful Markets newsletter. Rebecca co-chairs the FIX EMEA and FIX AI Working Groups, sits on the FCA and ESMA Secondary Markets Advisory Committees, and was Credit Suisse's first registered electronic trader for European cash equities.
The conversation covers the case for a verified legal entity identifier attached to every agent, why "know your agent" has to sit alongside know your customer, and why one-and-done model testing no longer survives contact with agentic workflows.
Rebecca also explains why FIX tag 527 is interpreted differently across sell side firms, what happens to MCP the moment a message leaves the building, and what the Mythos withdrawal exposed about operational resilience when a frontier model can disappear in days.
Discussed in this episode
- No LEI, no agent: linking agent identity to the firm's legal entity identifier
- KYA instead of KYC: intent, guardrails and the deterministic control envelope
- Runtime governance versus annual model risk sign-off
- Where FIX, ISO TC68, MCP, A2A and FIDO each fit
- Sovereign AI, Chinese open-source models and business continuity
- Why the trader's job gets more complex rather than disappearing
Follow Rebecca Healey:
https://www.linkedin.com/in/rebecca-healey/
For more information go to: https://ipushpull.com
Knowledge graphs have gone from a niche data architecture concern to the thing every boardroom is suddenly asking about. Tony Seale, known across LinkedIn as the Knowledge Graph Guy, has been making the case for over a decade, first at Deutsche Bank and then as the architect of the UBS knowledge graph.
In this episode he talks to David Jones, co-founder and CTO of ipushpull, about why relational databases lose the nuance that matters, what an ontology actually is once you strip away the mystique, and why large language models swing from expert to useless the moment they step outside their training distribution.
Tony explains the neural symbolic loop: LLMs now remove roughly 80% of the effort of building a knowledge graph, and the graph in turn gives the model an internal, verifiable structure to reason over. He is blunt about the limits. There is no AI fairy. The work is still hard, and the organizations that put it off are the ones that will struggle in what he calls phase three, the agentic web, where data moves across organizational boundaries on open standards.
Also covered: why your out-of-distribution data is the only thing left that is worth anything, why distributed identifiers and open standards are unavoidable, and why "context graph" and "agent memory" are mostly rebrands of work that has 30 years of research behind it.
For more information go to: https://ipushpull.com
In this episode of the ipushpull Capital Markets FinTech Forum podcast, Matthew Cheung sits down with Dr. Paul Dongha, Head of Responsible AI and AI Strategy at NatWest Group, to unpack what agentic AI actually means for banking, and why governance is what decides whether AI scales or stalls.
Paul has been thinking about AI agents since before most people had heard the term. He finished his PhD on AI agent reasoning and the alignment problem back in the 1990s, then spent almost three decades putting it to work inside seven banks.
Today he leads NatWest's efforts to deploy AI in a way that's safe, transparent, and auditable, and he leads the bank's collaboration with the FCA, where he's live testing agentic AI. Before NatWest he was Group Head of Data and AI Ethics at Lloyds. He's also co-author of Governing the Machine, How to Navigate the Risks of AI and Unlock Its True Potential, an FT book of the month, and he's about to launch a new course called Responsible AI in Practice.
In our conversation, we covered:
- Why AI governance is the unlock for scaling AI, not a compliance burden
- Why LLMs will become commodities, and the browser war that proves it
The levels of autonomy, from human in control to on the loop - The alignment problem he studied in the 1990s, still unsolved today
- Using customer data to bring back the bank manager who actually knew you
- Why agents should be treated as tools, not given employee logins
- MCP as a base layer, and the governance checks still missing
- How the EU AI Act and FCA consumer duty fit what firms were doing anyway
- Why AI literacy matters most, and taking the hype with a pinch of salt
Connect with Dr. Paul Dongha:
https://www.linkedin.com/in/paul-dongha/
Resources:
https://www.amazon.co.uk/Governing-Machine-navigate-unlock-potential/dp/139942629X
https://maven.com/georgiana-marsic/ai-governance-framework
For more information go to: https://ipushpull.com
The EU AI Act isn't GDPR. It's product safety law.
In this episode of the ipushpull Capital Markets FinTech Forum podcast, Matthew Cheung sits down with Rosie Nance, Senior Knowledge Lawyer at Norton Rose Fulbright, to unpack what the EU AI Act actually is, how it sits alongside existing regulation, and what the rise of agentic AI means for financial services firms operating across the UK, EU, and US.
Rosie is part of Norton Rose Fulbright's data, cyber, and AI regulation team, advising financial services clients on AI Act compliance, specific use case rollouts, and the wider governance programmes needed to navigate a fast-moving regulatory landscape. She shares how firms should be thinking about provider vs deployer roles, high-risk use cases, and the multi-stakeholder effort now required to ship AI responsibly.
In our conversation, we covered:
- EU AI Act as a product safety framework
- High risk AI use cases in finance
- Data governance and audit trails for AI
- Regulatory landscape across regions
Resources:
https://www.insidetechlaw.com/new-artificial-intelligence
For more information go to: https://ipushpull.com
Data is the real moat. Frontier models are becoming a commodity.
In this episode of the ipushpull Capital Markets FinTech Forum podcast, Matthew Cheung sits down with Alvin Wang Graylin, Digital Fellow at the Stanford Digital Economy Lab and co-author of The Enterprise AI Playbook: Lessons from 51 Successful Deployments
With over 35 years of experience across AI, semiconductors, immersive computing, and cybersecurity at HTC, Intel, IBM, and Trend Micro, four founded startups, and investments in 100+ early-stage firms, Alvin shares the findings from a five-month Stanford study of 51 enterprise AI deployments across 41 organisations and 9 industries on how AI is actually being adopted inside large organisations.
In our conversation, we covered:
- Why MIT's "95% AI failure" headline collapsed under deeper methodology
- Why data, not model choice, is the durable enterprise moat
- The productivity gap between full automation and human-in-the-loop
- Why two-thirds of successful AI rollouts started as failures
- Why HR, legal, and compliance are the biggest internal blockers to enterprise AI
- Why 65% of white-collar work in the US, UK, and East Asia is exposed to AI
Resources:
- https://digitaleconomy.stanford.edu/p...
- https://open.substack.com/pub/abundan...
- https://www.youtube.com/watch?v=pZXs0entv-c
- OurNextReality.com
Follow Alvin Wang Graylin: https://www.linkedin.com/in/agraylin/
ABOUT US:
ipushpull is a cloud-based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross application secure, audited, access-controlled live data sharing, collaboration, and workflow automation.
The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications and services.
For more information go to: https://ipushpull.com
In this episode of the ipushpull Capital Markets FinTech Forum, Robert Kingham, Head of North America Sales, ipushpull, sits down with Tim Flynn, IT Leader at Koch Energy Services.
Tim is a seasoned technology leader with over 20 years of experience delivering trading and risk management solutions in the energy markets. Currently leading technology for Koch Energy Services’ natural gas trading and marketing business
In this conversation, we explore:
- What was trade capture like before automation
- How does Trade Capture & Booking turn chat into booked trades
- How does AI trade capture improve compliance and auditability
- Where is AI automation heading next for traders
For more information go to: https://ipushpull.com
In this episode of the ipushpull Capital Markets FinTech Forum, Matthew Chung, CEO of ipushpull, sits down with Deniz Mace-Jones, Global Head of Rates and Credit Products and Electronic Distribution at UBS.
With extensive experience across electronic trading and fixed income markets, Deniz shares valuable insights into how trading desks, technology, and regulation are transforming the landscape of global markets.
In our conversation, we covered:
- Evolution of fixed income electronification over the past decade
- Impact of MiFID II and Dodd-Frank on trading structures
- Differences between rates and credit markets
- How automation is reshaping sales and trading workflows
- Unlocking insights from unstructured data in trading chats
- Role of AI in enhancing efficiency and decision-making
- The future of market electronification and human expertise
ABOUT US:
ipushpull is a cloud-based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross application secure, audited, access-controlled live data sharing, collaboration, and workflow automation.
The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications and services.
For more information go to: https://ipushpull.com
What is your chat strategy report:
https://ipushpull.com/report/what-is-...
In this episode of the Capital Markets FinTech Forum, Matthew Cheung (CEO, ipushpull) and Steve Grob (Founder, Vision57) have an in-depth conversation about how recognizing the strategic value of chat can drive success for companies that embrace it.
In our conversation, we covered:
- The growing compliance risks and regulatory challenges
- Why messaging platforms like WhatsApp and Signal remain widely used despite compliance concerns
- The agentification of workflows and how agents are being used across capital markets
- The future of AI agents and the steps you should be taking today
ABOUT US:
ipushpull is a cloud-based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross application secure, audited, access-controlled live data sharing, collaboration, and workflow automation.
The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications and services.
For more information go to: https://ipushpull.com
In this episode of the Capital Markets FinTech Forum, Scott Brown (former bond trader) sits down with Andrew Capewell, Head of Product at ipushpull, for a candid look at why chat remains the last untapped gold mine on the trading desk.
Drawing on Andrew’s deep product expertise and Scott’s first-hand trading experience, the conversation unpacks how unstructured chat is costing firms millions, and how new solutions are turning messy conversations into actionable insight.
Together, they explore:
- Why so much valuable trading data gets buried in chat logs
- What it really takes to structure chat in a way traders will actually use
- ipushpull’s approach
- Future: voice, AI & full-market capture
- The biggest cultural and technical challenges standing in the way
If you’re curious about where trading communication is headed, this conversation is your guide to the next wave of chat-driven innovation in finance.
ABOUT US:
ipushpull is a cloud-based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross-application secure, audited, access-controlled live data sharing, collaboration, and workflow automation.
The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications and services.
For more information go to: https://ipushpull.com
What is your chat strategy report:
https://ipushpull.com/report/what-is-your-chat-strategy-download
In this episode of Capital Markets FinTech Forum, Matthew Chung (CEO of ipushpull) sits down with Damian Sasso (Group Product Manager at PolyAI) to explore the past, present, and future of chat platforms in financial markets.
With over two decades of experience across Bloomberg, Symphony, and Refinitiv/London Stock Exchange, Damien shares a rare behind-the-scenes look into how communication tools have evolved to become mission-critical infrastructure in the world of trading and finance.
In our conversation, we explored:
- How Bloomberg Chat (IB) became the gold standard for financial messaging
- What makes a chat platform actually valuable to traders and institutions
- Why chat data is the most underutilised asset in finance
- What the next generation of “AI-first” chat platforms could look like
ABOUT US:
ipushpull is a cloud-based real-time data sharing and workflow automation platform. Used across sell-side and buy-side, and front to back office, ipushpull improves workflow efficiency by allowing cross-application secure, audited, access-controlled live data sharing, collaboration, and workflow automation.
The API first platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications and services.
For more information go to: https://ipushpull.com
In this episode of the ipushpull podcast, Andrew Capewell, Head of Product at ipushpull, speaks with Richard Quigley, CEO and founder of Ventriks, about his 25-year journey in the energy commodities data space. They explore the evolution of data management, the role of AI in transforming the industry, and the opportunities and challenges posed by emerging technologies like blockchain and quantum computing.
Key Topics Covered:
- Richard Quigley’s Career Journey – From petroleum economist to leading data management innovations.
- Ventriks’s Cloud-Native Platform – Eliminating technical debt and enhancing scalability.
- AI in Data Management – Leveraging AI for automation, anomaly detection, and rule-based frameworks.
- Emerging Technology Trends – The future impact of AI, blockchain, and cybersecurity challenges.
Tune in for valuable insights into the future of data management and technology innovation.
fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In this episode of the ipushpull podcast, Andrew Capewell (Head of Product) is joined by David Jones (CTO) and Neil Wetherill (Head of Technical Sales) to discuss the development and impact of the new ipushpull web app.
Key Talking Points:
- Customer-Centric Design: How client feedback shaped the app's configurability and streamlined workflows, enabling faster prototyping and tailored solutions.
- Innovative Features: Highlights of the app’s advanced workflow capabilities, white-labelling options, and integration of best-in-class tools like AG Grid.
- Enhanced Efficiency: How configuration, not code, accelerates deployment, improves user experience, and reduces time to market.
- Future Vision: Exciting plans for 2025, including interactive data visualisation, advanced analytics, and deeper client customisation.
Tune in to hear how ipushpull is revolutionising workflow technology with its cutting-edge web app.
compliancetech, #compliance, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In the first episode of ipushpull's Commodities Pod, Andrew Capewell (Head of Product) and Robert Kingham (Technology & Sales) discuss the current state of the commodities market and how technology is shaping its future. Drawing from their extensive experience, they explore the slow adoption of digital tools and what it will take to drive efficiency and automation in this traditionally manual space.
Key Discussion Topics:
- Overview of commodity market challenges and inefficiencies
- Why some markets still rely on traditional methods (e.g., paper and phone)
- The impact of fragmented communication tools on traders and brokers
- How emerging technology can streamline trading and decision-making
- The role of human interaction in commodity markets vs. digital solutions
- Data control and privacy concerns in trading platforms
- Future trends and technology adoption in the commodities space
Tune in to hear industry insights on how technology is transforming commodities markets.
commodities, #chatbots, #fintech, #trading, #workflow, #automation
For more information go to: https://ipushpull.com
For more information go to: https://ipushpull.com
In this episode of the Capital Markets Forum, Matthew Cheung, CEO of ipushpull, sits down with Eren Erman, Head of Compliance Technology at TP ICAP, to discuss the evolving landscape of compliance technology. They explore the latest trends, challenges, and opportunities in communication monitoring, AI integration, and regulatory tech. Listen in as they dive deep into how technology is transforming compliance in the capital markets and beyond.
Key discussion points:
- Evolution of communication channels in compliance: from voice to social media.
- The increasing role of AI in transcription and surveillance technology.
- Real-time monitoring vs. traditional T+1 compliance.
- Challenges of transcribing industry-specific jargon and nomenclature.
- How large language models like OpenAI are enhancing transcription accuracy.
- Governance of e-communications (emails, SMS, Teams chats) vs. voice communications (Cloud9, WhatsApp).
- Record-keeping and communication monitoring across regulated and non-regulated industries.
- Opportunities to leverage compliance data for broader use cases like risk management and market analysis.
- Emerging trends in compliance technology, including targeted surveillance, AI-powered chatbots, and biometric monitoring.
Tune in for a fascinating look into the future of compliance technology!
compliancetech, #compliance, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
Join host Steve Grob, founder of Vision57, as he explores the groundbreaking collaboration between Mike Powell, CEO of Rapid Addition, and Dan Eccleston, co-founder of ipushpull. This insightful conversation delves into how their combined technologies are revolutionising trading activity monitoring, enabling traders to be more proactive and place more trades with greater efficiency. Discover the future of trading technology and the tangible benefits for traders, service desks, and broking desks. Points discussed:
Key Features and Benefits:
- Real-time trading activity monitoring by Rapid Addition
- Enhanced data delivery and workflow integration by ipushpull
- Instant notifications and alerts that allow traders to be more proactive
Use Cases and Applications:
- Service desks monitoring their order routing services to ensure smooth operations
- Broking desks ensuring they don’t miss trading opportunities with timely, actionable alerts
- Automating client messaging using configurable alerts to maintain constant communication
Standards and Interoperability:
- The role of financial standards and the flexibility of modern APIs in handling diverse data formats
- The synergy of structured and unstructured data to deliver enriched information to users
Tune in to discover how Rapid Addition and ipushpull are setting new standards in trading activity monitoring, ensuring traders can operate with increased efficiency and responsiveness in a data-driven market.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In the podcast episode of "What is your Chat Strategy?" featuring Dan Eccleston, Co-Founder of ipushpull, and Saleem Bhatti, Professor at St. Andrews University, they delve into the evolving landscape of chat technologies and data security. Topics covered:
- Evolution of Communication Systems: Saleem discusses the shift from traditional methods like written documents and voice calls to a multimodal approach, incorporating voice, video, and text-based communication.
- Data and Message Security: Discussion on the distinction between security and privacy, the potential privacy issues within secure ecosystems, and the ownership of content in business communications.
- Technological Advances and Privacy: Exploration of the challenges in balancing end-to-end encryption with the need for data access in regulatory contexts, and the potential privacy risks involved.
- Impact of AI and Data Ownership: Insight into the murky issues surrounding data privacy and ownership with AI systems like ChatGPT, especially concerning user-generated content and training data.
- Energy Consumption and AI: Discussion on the environmental impact of large-scale AI computations and the need for more energy-efficient hardware and greater user awareness of resource usage.
- Future of Communication Technologies: Predictions on the continued importance of text-based communication, the integration of rich media, and the ongoing evolution of chat platforms.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In this podcast episode of "What is your Chat Strategy?" featuring Dan Eccleston, Co-Founder of ipushpull, interviewing Peyman Mestchian, Director of Research at UCL, they explore the transformative impact of AI and chat platforms on financial markets. Topics covered:
- Evolution and Accessibility of AI: Peyman discusses the history and recent accessibility of AI, particularly large language models, driven by data availability, hardware advancements, and AI techniques.
- AI in Financial Markets: Challenges in ensuring accuracy and reliability of AI outputs for trading and risk management, and the importance of robust data governance.
- Regulatory and Compliance Challenges: The need for model governance, transparency, and explainability in AI applications to prevent biases and ensure accurate outputs.
- Decision Intelligence: Introduction to decision intelligence, blending AI and business intelligence for enhanced decision-making, with examples from financial and medical sectors.
- Adoption of External AI Models: The debate between building in-house AI models versus licensing third-party solutions, highlighting trends and competitive advantages among large financial institutions.
- Real-Time Data Integration: Challenges and benefits of delivering real-time information for trading and risk management through chat platforms.
- Future of AI in Financial Markets: Predictions for AI's impact over the next 3-5 years, emphasizing opportunities, risks, and the need for policy development and risk management to address data bias and misinformation.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In the podcast episode of "What is your chat strategy?" featuring Matthew Cheung, CEO of ipushpull, and Andreas Hoff, Head of Product at Trayport, they delve into the evolving landscape of chat technologies in the commodities and energy markets. Topics covered:
- Chat Platforms in Trading: Andreas highlights the dual nature of chat platforms used amongst traders and brokers: industry-specific platforms like Bloomberg, Refinitiv, IceChat, and Symphony on the one hand, and consumer chat platforms like WhatsApp and WeChat on the other.
- Evolution of Commodities Markets and AI Integration: Andreas discusses the traditional reliance on chat and voice in commodities markets and the growing interest in integrating AI technologies, like chatbots and large language models, to automate voice and chat workflows.
- Trayport's AI Strategy: Discussing Trayport's approach to AI, Andreas describes their customer-centric methodology, focusing on solving client problems through prototyping and close collaboration with customers.
- Future Trends in Large Language Models: Looking ahead, Andreas predicts an increase in the use of large language models for extracting structured information from chat messages and automating recommendations.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In this episode of the ipushpull podcast "What is your chat strategy?", Neil Weatherall, Head of Technical Sales at ipushpull, interviews Roy Kirby, Head of Core Products at SIX. The discussion centres around the recent launch of the SIX BOT, a Symphony chatbot developed collaboratively by SIX and ipushpull. This bot is designed to automate and streamline the corporate action processes, providing access to information on over 70 corporate action event types to the Symphony community's 600,000 financial professionals. Topics covered:
- Customer-Centric Technology Strategy: Emphasis on utilising technology to simplify and improve customer experiences.
- Concept of Self-Service Data: Empowering users to directly access and retrieve data for better efficiency.
- Data Entitlement and Security: Importance of managing data access within organisations to maintain security and regulatory compliance.
- Adoption of AI and Large Language Models: Exploring AI and LLMs for improved customer interaction and data provision.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
This panel session at FinJS featured insights from David Jones (CTO, ipushpull), Mohana Rajaram (GoTo Market Director - Banking, Salesforce), and Nick Pedersen (Global Head of Digital, NatWest). The discussion focused on the integration and impact of AI and large language models (LLMs) in financial services, emphasising data quality, workflow automation, and the role of generative AI.
Topics covered:
-Generative AI in Financial Services: Impact on trading, sales, and customer service.
-AI in Workflow Automation: Use of AI for structuring unstructured data in financial workflows.
-AI Implementation Challenges: Issues like data privacy, regulatory compliance, and explainability of AI models.
-Strategic Data Management for AI: The need for comprehensive data strategies to optimize AI benefits.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
Join us for an insightful interview with Matthew Cheung, CEO of ipushpull, hosted by Tyler Pathe of Fintech Futures.
Topics covered:
-Examples of GenAI-based workflows ipushpull has developed for the capital markets industry
-The growing value of data across the trade management lifecycle
-ipushpull's approach to combining AI with traditional data mapping and parsing tools
-How ipushpull has integrated AI with chat platforms to drive huge efficiencies in capital markets
Don’t miss this opportunity to gain valuable insights from a leading industry expert!
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
Matthew Cheung, CEO of ipushpull, engages in a fascinating conversation with Michael Maurer, a Data Analytics and AI Solutions Specialist at Microsoft. They delve into the evolving world of AI and its integration in business, specifically focusing on Microsoft Teams as a groundbreaking tool. Maurer sheds light on how AI, through Microsoft Copilot, is transforming human-computer interactions, making them more natural and intuitive. Topics covered:
- Chat and Teams Integration. Microsoft Teams serves as an entry point for AI and how it's being integrated with chat GPT and other large language models.
- AI and Data Governance. Maurer highlights the importance of AI in data governance and how AI can serve as a conversation starter, leading to more effective data management and usage.
- No Code Development and API Integration. We look at the challenges and opportunities in no-code development and API integration in regulated industries with complex data environments.
chatgpt, #chatbots, #llm, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
Get ready for an insightful podcast episode where Brad Levy, CEO of Symphony, shares his thoughts on the ever-evolving landscape of messaging and communication platforms. In this discussion, we'll explore the changing dynamics of direct messaging, the growing role of chatbots, and the impact of AI, setting the stage for the future of digital communication. Here are the key takeaways from our engaging conversation:
- Direct Messaging Evolution. Brad discusses the evolution of direct messaging from AOL and Yahoo Chat modern messaging apps, WhatsApp, Snapchat and LinkedIn.
- Trends in chatbots. The rise of chatbot usage and its role in automating workflows and supporting humans.
- AI and Large Language Models. Symphony's acquisition of Amenity Analytics has strengthened its data solutions.
- The Broad Communication Ecosystem. The proliferation of chat providers and their integration into the broader communication ecosystem.
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
In this ipushpull podcast episode, Steve introduces the topic of hybrid working and its significant growth in recent years. He is joined by Neil, Head of Technical Sales at ipushpull, and Jack, a Junior Developer. The episode aims to explore their experiences and shed light on what it's like to work for ipushpull in a flexible working environment. In this episode, they cover:
- Neil discusses how flexible working makes for more productive sales, due to increased flexibility and efficiency in client interactions.
- Jack, based in Barcelona, discusses how ipushpull's goal-focused approach to work emphasizes the importance of delivering work efficiently.
- The hosts delve into the advantages of hybrid working, including personal autonomy, time management freedom, and being present for family and personal responsibilities.
- The significance of meetups and gatherings for the remote and hybrid workforce highlights how they facilitate knowledge sharing, team building, and better alignment on company goals.
Overall, the ipushpull podcast provides insights into the benefits, challenges, and dynamics of hybrid working at ipushpull, showcasing the company's successful adoption of flexible work practices. #hybridworking #flexibleworking #remoteworking #fintech
For more information go to: https://ipushpull.com
In this podcast, Matthew Cheung, CEO and Imran Ahmed, Lead Web Developer at ipushpull discuss the role of chatbots and artificial intelligence (AI) in Financial Markets. There's been a meteoric rise in the use of ChatGPT but what does this mean for financial institutions? We look at the following:
- How we got here, a quick history of AI and why it's now set to take off
- Key players in the market looking to scale the adoption of AI
- The practical use cases of ChatGPT in financial markets
- Where ipushpull is investing in generative AI
- The benefits of investing early for financial institutions looking at AI and chatbots
chatgpt, #chatbots, #fintech, #ai, #workflow, #automation
For more information go to: https://ipushpull.com
We talk to Rob Friend, Product Director at Symphony and Simon Coughlan, Technology Director at ETD (formerly Euromoney TRADEDATA) about how chatbots are transforming the world of work and enabling faster routes to market for new product offerings.
In this podcast you'll learn about:
- Symphony chatbots and the key use cases across the back and front office for financial institutions
- How ETD quickly built their reference data chatbot in Symphony
- Bringing products to market faster with chatbots versus traditional applications
- Overcoming data accessibility and complex workflow integrations
- The future of chatbots with the advancement of Artificial Intelligence and NLP.
buyside #sellside #datavendor #chatbots #chat #workflowautomation
For more information go to: https://ipushpull.com
Returning to share his thoughts on the past year, Toby is delighted to be joined by Matthew Cheung, CEO of ipushpull.
Whilst acknowledging last year's challenges and professional difficulties, Matthew can't help but be optimistic about the future, recognising the fortunate position FinTech is in. Seeing the potential for growth, countless opportunities, and the ability to break numerous boundaries, Matthew shares his positive take on a post-Covid marketplace.
Listen to Matthew Cheung, CEO who shared insights on the latest technology trends impacting the broking sector. Neil Weatherall, Head of Technical Sales discussed the priority use cases brokers are investing in now to help scale client services. Learn how to reduce friction from manual unstructured pre-trade activity to improve your client experience, reduce operational risk and boost liquidity.
Learn how J.P. Morgan, Goldman Sachs, Insight Investment and TP-ICAP are approaching the digitisation of pre-trade client workflows. Also hear from market infrastructure providers like CurveGlobal, Symphony and ipushpull are facilitating this by improving price discovery and building liquidity through standardisation, automation and live data.
In an ipushpull webinar hear from an expert panel from NatWest Markets, Maystreet, Euromoney TRADEDATA and the Investment Association discuss the importance of Data-as-a-Service in facilitating remote working and accelerating digital initiatives within the financial markets industry. Learn how ipushpull partner firms use Data-as-a-Service to share data from any application with their clients.
ipushpull was proud to host Google Cloud, Parameta Solutions (TP ICAP Data & Analytics), Morningstar and Ultumus in a panel discussion on approaching the challenge of the last mile of data delivery. Hear how these different data vendors embrace Data-as-a-Service and integrate data into client workflow.
Live data drives decision-making in financial markets. Traditionally, traders, brokers and data services firms have taken a tactical approach to their live data sharing requirements, connecting systems with in-house development projects, often combined with off-the-shelf technologies not designed for reliable live data sharing across teams and locations.
Excel is ubiquitous with a presence on every desktop in financial services and, therefore, should be considered as part of a digital and platform strategy to enhance the client experience by delivering data to clients in a format they can easily use. Using cloud technologies and open-source standards, Excel can be made extensible and interoperable with other services and apps on the desktop and cloud.
Hear from Julien Dugat, Fixed Income Execution Platforms & Digital Sales at NatWest Markets and Bradley McNee, Product Manager for EMEA Rates Global Broking at TP ICAP in a roundtable discussion with Matthew Cheung, CEO of ipushpull. Both will share their experience delivering live data to teams and clients by leveraging existing technology infrastructure such as Excel and other application channels. We will explore the key use cases for trading and broking firms and the benefits on offer.