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

Moderator

Panelists

  • Kimiya Minoukadeh Global Head of Quant Trading at ING
  • Rob Rowe Head of US Fixed Income Strategy/Managing Director at Citigroup
  • Robert Balch Head of Fixed Income EMEA at SMBC Nikko Capital Markets Limited
  • Nicole Miller Managing Director & Co-Head of Institutional Sales, Fixed Income, Currencies & Commodities at National Bank Financial – not confirmed yet

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.

Discussion topics:

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.

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.

Rationale: Highlights successful use cases of AI or smart tools.

Talking points: Prioritization of outreach, product recommendation engines, automated alerting, research tagging.

Rationale: Addresses concerns around balancing automation and personal service.

Talking points: Augmenting human judgment, keeping conversations tailored, freeing time for higher-value tasks.

Rationale: Brings in the cutting edge of AI while grounding it in operational realities.

Talking points: Research retrieval, summarization, internal knowledge search, regulatory constraints.

Rationale: Forward-looking insights into team and tech evolution.

Talking points: Real-time client insights, predictive analytics, seamless integration, flexibility.

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.

Agenda

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.