In this episode of the ipushpull Capital Markets FinTech Forum, Robert Kingham, Head of North America Sales, ipushpull, sits down with Tim Flynn, IT Leader at Koch Energy Services.

Tim is a seasoned technology leader with over 20 years of experience delivering trading and risk management solutions in the energy markets. Currently leading technology for Koch Energy Services’ natural gas trading and marketing business

In this conversation, we explore:

- What was trade capture like before automation
- How does Trade Capture & Booking turn chat into booked trades
- How does AI trade capture improve compliance and auditability
- Where is AI automation heading next for traders

For more information go to: https://ipushpull.com

In this episode of the ipushpull Capital Markets FinTech Forum, Matthew Chung, CEO of ipushpull, sits down with Deniz Mace-Jones, Global Head of Rates and Credit Products and Electronic Distribution at UBS.

With extensive experience across electronic trading and fixed income markets, Deniz shares valuable insights into how trading desks, technology, and regulation are transforming the landscape of global markets.

In our conversation, we covered:

• Evolution of fixed income electronification over the past decade
• Impact of MiFID II and Dodd-Frank on trading structures
• Differences between rates and credit markets
• How automation is reshaping sales and trading workflows
• Unlocking insights from unstructured data in trading chats
• Role of AI in enhancing efficiency and decision-making
• The future of market electronification and human expertise

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-...


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