Financial Services

The post-pandemic era has ignited monumental changes in the global financial realm, forcing financial services institutions into unchartered territory when it comes to digitization. Many startups and more and more legacy financial services institutions are reaping the benefits of employing an Agile methodology to digitize at scale and address the customer expectations of today. Agility […]

Background FINRA has been collecting and disseminating fixed income transaction information through TRACE since 2002. Fixed income markets have continued to change dramatically since 2002, becoming more global while an increasing percentage of trades are made on or by electronic trading platforms. With the move to electronic trading and increased trade volume, FINRA has been […]

Live Connection Mode: Power BI Live Connection is one of the connection modes to connect the data source into Power BI, just like Import and Direct Query. As of now, some of the cloud data sources we can connect through Power BI Live Connection are: Azure Analysis Services SQL Server Analysis Services Tabular  SQL Server […]

Financial Advice Isn’t Just For The Wealthy. Oftentimes, when we think of financial advisors, the upper class and those planning for retirement are first to come to mind. In fact, in a survey conducted by MagnifyMoney, 42% of respondents (notably, 48% of women and 35% of men surveyed) indicated they believe financial advisors are “only […]

Finding the Right AI Service Provider in a Data-Driven World It is not easy for even the most advanced enterprises to master modeling, data, applications, and digital expertise. Having the ability to take advantage of AI’s full potential as its capabilities expand is becoming increasingly important each day. A decision made using AI-driven intelligence will […]

Paperwork is an integral part of most processes in the financial services industry. However, in addition to draining precious natural resources, it significantly contributes to wasted time and lagged productivity within institutions. Given these pitfalls, innovators of the digital age have worked for years to redefine the concept of paperwork and disconnected electronic documents, converting […]

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. The financial services industry must consider its customer experience game while also grappling with a sense of distrust from many communities […]

Would you trust an electrician who lived in the dark? A plumber who didn’t have indoor running water? A digital asset subject matter expert and program manager who didn’t own a non-fungible token? Toward solving that last one, I thought it would be helpful for our readers to see step-by-step, my screen as I acquired […]

Salesforce has launched a cloud-based service for the sale and creation of non-fungible tokens (NFTs). The first version of NFT Cloud was released in a limited pilot in mid-June at the Salesforce Connections conference in Chicago. Later this year, anticipated to be in October, Salesforce will make the product available to the public. This product […]

Data lineage is the process of understanding, recording, and visualizing metadata as it flows from the originating data source to consumption. Using a data lineage tool can expedite the processes, however, it is a common misconception that a data lineage tool can automatically generate data lineage between several applications with the push of a button. […]

Did you know that two-thirds of projects fail to meet their objectives, scope, timeline, and to deliver the desired ROI? This occurs due to a lack of technology and often a lack of proper adoption processes (Prosci, Best Practices in Change Management, 2018.) Organizational Change Management (OCM) makes all the difference in how companies embrace […]

A TRACE-eligible security does not include a debt security that is issued by a foreign, sovereign government or a money market instrument. A money market instrument is, other than a U.S. Treasury Security, a debt security that at issuance has a maturity of one calendar year or less, or if an agency or government-sponsored enterprise […]