Category: Transparency

The State of AI in Financial Services

The State of AI in Financial Services

Join Mike Srdanovic, Chief AI Architect at Northern Trust, and Charles Morris, Chief Data Scientist for Financial Services at Microsoft as they explore the rapid advancements in AI technology and its impact on the financial services industry. Mike and Charles share a comprehensive overview of AI co-pilots and agents, regulatory challenges, and the evolving landscape of AI models, highlighting both current applications and future potential.

Key Highlights:

  • The ongoing adoption of AI in financial services and how it compares to other industries 
  • The role of co-pilot and agents and how they are enhancing productivity and revolutionizing workflows in the financial services arena 
  • The model ecosystem and the open source versus proprietary debate 
  • The challenges of regulation and safety 
  • The future of AI capabilities
  • And much more!

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Connect with Mike Srdanovic:

Collaborating for Client Success in a Complex Environment (Video)

Collaborating for Client Success in a Complex Environment (Video)

How do two leaders of a global banking institution work together to navigate the challenges of today’s financial landscape while providing the best possible client experience?

Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their unique perspectives on the asset servicing and asset management industries and discuss how they are collaborating across business lines to help our clients stay competitive in an increasingly complex environment.  

This episode will cover: 

  • Pete and Daniel’s career journeys and the many responsibilities of their current roles at Northern Trust
  • The relationship between investment operations and investment strategy
  • Emerging trends and potential untapped sources of value in the current environment 
  • How Pete and Daniel work together to best serve Northern Trust’s clients
  • What they’ve learned and admire about one another 
  • And more!

Connect with Pete Cherecwich:

Connect with Daniel Gamba:

Collaborating for Client Success in a Complex Environment

Collaborating for Client Success in a Complex Environment

How do two leaders of a global banking institution work together to navigate the challenges of today’s financial landscape while providing the best possible client experience?

Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their unique perspectives on the asset servicing and asset management industries and discuss how they are collaborating across business lines to help our clients stay competitive in an increasingly complex environment.  

This episode will cover: 

  • Pete and Daniel’s career journeys and the many responsibilities of their current roles at Northern Trust
  • The relationship between investment operations and investment strategy
  • Emerging trends and potential untapped sources of value in the current environment 
  • How Pete and Daniel work together to best serve Northern Trust’s clients
  • What they’ve learned and admire about one another 
  • And more!

Connect with Pete Cherecwich:

Connect with Daniel Gamba:

Exploring the Evolution of Gold and its Digital Future with David Tait

Exploring the Evolution of Gold and its Digital Future with David Tait

Join Gary Paulin, Head of Enterprise Client Solutions at Northern Trust, in conversation with David Tait, CEO of the World Gold Council. They discuss David’s vision for gold’s digital future, his work to develop a database of responsibly-sourced gold and ambition to create positive impact across the ecosystem, including a digital token, backed by gold.

Key highlights include David’s views on:

  • Digital Gold and his ambitions for the digitalisation and tokenisation of gold 
  • Gold Prices and what’s driving the recent surge in demand for gold 
  • Gold’s evolution as an asset class including his perspective on its role in portfolios 
  • Providing provenance to buyers and improving gold governance
  • Providing legitimacy to artisanal producers and removing bad actors from the ecosystem
  • His Personal Journey: Hear about David Tait’s inspirational journey, his 5 Everest climbs, charity work for the NSPCC, the challenge he was set by the Queen and the story behind the film “Sulphur and White”
  • And much more!

Resources:

  • David with the Queen’s 60yr flag on the summit in 2013: Photo 1 and Photo 2

Connect with Gary Paulin:

About Gary Paulin:

Connect with David SJ Tait:

Sulphur and White

About David SJ Tait:

David Tait was appointed CEO of the World Gold Council in November 2018.

During his 35 years in the financial services industry, David has worked for a variety of highly regarded firms, most recently as Global Head of Fixed Income Macro Products at Credit Suisse. Prior to that he held senior trading roles at both Credit Suisse and UBS Investment Bank.

David began his career trading at Goldman Sachs, and then moved to Credit Suisse before building considerable asset management experience as a Partner at Bluecrest Capital.

He is a member of the Financial Markets Standards Board (FMSB) Advisory Council and chairs FMSB’s Precious Metals Working Group.

David is also a major supporter of the NSPCC and has raised over £1.5 million by summiting Mount Everest on five occasions. He was the first person to traverse Everest from the North to South in 2007. He is an ex-trustee, Chair of the Rebuilding Childhoods Board and was awarded an MBE by the Queen for his services to the charity.

His life story has been made into the Julian Jarrold directed motion picture “Sulphur and White” starring Anna Friel, Dougray Scott, Mark Stanley and Emily Beecham. The Royal Premier was February 2020 and the proceeds will benefit the NSPCC.

Exploring Generative AI in Alternative Investments

Exploring Generative AI in Alternative Investments

Join Mike Srdanovic, Director of Enterprise Architecture at Northern Trust, and Phillip Mortimer, Chief Scientist at Accelex for an overview of large language models, generative AI and its potential applications in the financial services industry. The two delve into how generative AI has the potential to disrupt and shape the alternative asset space, and Phillip shares different ways Accelex is harnessing this technology to deliver innovative solutions to its clients. 

Key Highlights:

  • Learn about Accelex’s unique platform that skillfully transforms unstructured data into valuable structured insights
  • How Accelex’s AI-driven approach to document ingestion and data extraction goes beyond traditional methods for enhanced accuracy and efficiency
  • Understand how cutting-edge AI models are refining Accelex’s data processing, making complex tasks more straightforward and precise
  • Hear about the ongoing challenges within AI, as well as the exciting future of AI in financial services and the alternative investments space 
  • And much more!

Connect with Phillip Mortimer:

Connect with Mike Srdanovic: