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 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

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

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