An Event With
How Capital Markets Teams Are Using Data and AI to Serve Clients Smarter
Date: June 25, 2025
Time: 10:00 AM (EDT) | 3:00PM (BST)
Location: Virtual
Date: June 25, 2025
Time: 10:00 AM (EDT) | 3:00PM (BST)
Location: Virtual
This panel will explore how sales, trading, and research teams across asset classes are leveraging data and AI to better engage clients, deliver insights, and drive value. We are interested in your real-world experience—challenges you’ve faced, what has and hasn’t worked, and how you see things evolving.
We are not expecting you to mention any specific products or vendors (including ours), but you’re welcome to share relevant examples from your own toolkit or experiences.
What are the biggest challenges your teams face today in delivering personalized, value-added service to clients across asset classes?
Rationale: Opens the discussion with practical, relatable issues across fixed income, equities, FX, or commodities.
Talking points: Coverage bandwidth, fragmented systems, lack of visibility into client needs, pressure for speed or customization.
There’s more data than ever—trade activity, inquiries, inventory, research—but much of it goes underused. What’s worked, what hasn’t, and where are the gaps today?
Rationale: Brings attention to real-world friction in making data actionable.
Talking points: Workflow issues, tech/tool limitations, data silos, difficulty linking client behavior with follow-up.
Where have you seen AI or automation meaningfully improve how your teams engage with clients—whether in sales, trading, or research?
Rationale: Highlights successful use cases of AI or smart tools.
Talking points: Prioritization of outreach, product recommendation engines, automated alerting, research tagging.
How are your teams integrating AI-driven tools into the client coverage workflow—without losing the human touch that client relationships depend on?
Rationale: Addresses concerns around balancing automation and personal service.
Talking points: Augmenting human judgment, keeping conversations tailored, freeing time for higher-value tasks.
What role do you see for LLMs and generative AI in helping internal teams—and even clients—access insights from research and data more effectively? Follow-up: What challenges have you encountered in trying to achieve this—whether from limitations in existing in-house or vendor tools, or from regulatory or compliance concerns?
Rationale: Brings in the cutting edge of AI while grounding it in operational realities.
Talking points: Research retrieval, summarization, internal knowledge search, regulatory constraints.
Looking ahead, what kinds of capabilities or tools do you think will be essential for capital markets teams to stay competitive in how they serve clients?
Rationale: Forward-looking insights into team and tech evolution.
Talking points: Real-time client insights, predictive analytics, seamless integration, flexibility.
What needs to change—culturally, operationally, or technologically—for these tools to deliver their full value?
Rationale: Addresses internal roadblocks and conditions for successful AI/data adoption.
Talking points: Data governance, change management, cross-desk collaboration, trust in AI-driven output.
Time | Overview |
---|---|
10:00 AM EDT – 11:00 AM EDT
3:00 PM BST – 4:00 PM BST |
Webinar |
Q&A to follow |
This invitation does not constitute gifts/entertainment and there is no entrance fee and no preparation required. Should you have additional questions or are unable to register online, please reply to [email protected] and a member of our team will be happy to assist you.