Finalto publishes ‘Power of Data’ white paper for brokers, regulators, and vendors

Rick Steves

“We are thrilled to bring our extensive knowledge on data best practice into the public domain and continue to contribute to this evolving sector.”

Finalto has published the next installment of its Finalto Broker Series, this time covering ‘The Power of Data’, which explores the role of data in the modern brokerage sector.

The renowned provider of trading and liquidity solutions to the financial brokerage space is determined to share the knowledge its team has accumulated through decades of experience to promote industry education, with a focus on the essential role of data in modern brokerage firms.

Finalto wants to provide open access to its experience with data-oriented best practices for the financial community to the benefit of brokerage firms but also for regulators, technology providers, and the wider financial industry.

Finalto’s David Hastings is a key contributor to ‘The Power of Data’

A key contributor to this edition was David Hastings, Data Sales Manager at Finalto and former Bank and Financial Institution Liaison Officer for the ACI, who has accumulated a wealth of experience around the practical application of data in the financial services industry.

The Power of Data‘ is now available for industry professionals looking to gain in-depth perspective at the ever-increasing significance of data in the brokerage landscape. Topics explored in this whitepaper include the role of data in risk management, meeting evolving compliance expectations, market analysis, and customer segmentation.

David Hastings, Data Sales Manager at Finalto, commented: “We are thrilled to bring our extensive knowledge on data best practice into the public domain and continue to contribute to this evolving sector.”

Compliance expectations, market analysis, and customer segmentation

The publication highlights the intricate relationship between data management and regulatory adherence, explores the challenges faced by brokerage firms in ensuring that data practices meet the stringent requirements of financial regulators, and offers insights into best practices for data compliance.

Additionally, the white paper examines artificial intelligence and machine learning, two of the most transformative technologies in data analytics, and explores how these technologies can provide brokerage firms with enhanced analytical capabilities for more precise market forecasts and trading strategies.

Lastly, the Finalto paper on the power of data unpacks how it can be leveraged to create personalized services for clients, which not only meets their specific needs but also fosters long-term relationships. This chapter looks at potential future developments and how these changes in technology and regulation may impact data management practices.

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