Capital Markets FinTech Forum

ipushpull
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The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sector. For more information on ipushpull head to https://bit.ly/3fKvY4n #fintech #data #automation #workflow #trading #brokers

  1. Inside NatWest's Approach to Agentic AI | Dr. Paul Dongha

    Jun 16

    Inside NatWest's Approach to Agentic AI | Dr. Paul Dongha

    In this episode of the ipushpull Capital Markets FinTech Forum podcast, Matthew Cheung sits down with Dr. Paul Dongha, Head of Responsible AI and AI Strategy at NatWest Group, to unpack what agentic AI actually means for banking, and why governance is what decides whether AI scales or stalls. Paul has been thinking about AI agents since before most people had heard the term. He finished his PhD on AI agent reasoning and the alignment problem back in the 1990s, then spent almost three decades putting it to work inside seven banks.  Today he leads NatWest's efforts to deploy AI in a way that's safe, transparent, and auditable, and he leads the bank's collaboration with the FCA, where he's live testing agentic AI. Before NatWest he was Group Head of Data and AI Ethics at Lloyds. He's also co-author of Governing the Machine, How to Navigate the Risks of AI and Unlock Its True Potential, an FT book of the month, and he's about to launch a new course called Responsible AI in Practice. In our conversation, we covered: - Why AI governance is the unlock for scaling AI, not a compliance burden - Why LLMs will become commodities, and the browser war that proves it The levels of autonomy, from human in control to on the loop - The alignment problem he studied in the 1990s, still unsolved today - Using customer data to bring back the bank manager who actually knew you - Why agents should be treated as tools, not given employee logins - MCP as a base layer, and the governance checks still missing - How the EU AI Act and FCA consumer duty fit what firms were doing anyway - Why AI literacy matters most, and taking the hype with a pinch of salt Connect with Dr. Paul Dongha: https://www.linkedin.com/in/paul-dongha/ Resources: https://www.amazon.co.uk/Governing-Machine-navigate-unlock-potential/dp/139942629X https://maven.com/georgiana-marsic/ai-governance-framework For more information go to: https://ipushpull.com

    43 min
  2. Governed Data as the Competitive Moat in the Agent Era - Regulation and What It Means for Markets

    May 21

    Governed Data as the Competitive Moat in the Agent Era - Regulation and What It Means for Markets

    The EU AI Act isn't GDPR. It's product safety law. In this episode of the ipushpull Capital Markets FinTech Forum podcast, Matthew Cheung sits down with Rosie Nance, Senior Knowledge Lawyer at Norton Rose Fulbright, to unpack what the EU AI Act actually is, how it sits alongside existing regulation, and what the rise of agentic AI means for financial services firms operating across the UK, EU, and US. Rosie is part of Norton Rose Fulbright's data, cyber, and AI regulation team, advising financial services clients on AI Act compliance, specific use case rollouts, and the wider governance programmes needed to navigate a fast-moving regulatory landscape. She shares how firms should be thinking about provider vs deployer roles, high-risk use cases, and the multi-stakeholder effort now required to ship AI responsibly. In our conversation, we covered: - EU AI Act as a product safety framework - High risk AI use cases in finance - Data governance and audit trails for AI - Regulatory landscape across regions Resources: https://www.insidetechlaw.com/new-artificial-intelligence For more information go to: https://ipushpull.com

    19 min
  3. The Model Is Not the Moat: Alvin Wang Graylin on the Stanford Enterprise AI Playbook

    May 7

    The Model Is Not the Moat: Alvin Wang Graylin on the Stanford Enterprise AI Playbook

    Data is the real moat. Frontier models are becoming a commodity. In this episode of the ipushpull Capital Markets FinTech Forum podcast,  Matthew Cheung sits down with Alvin Wang Graylin, Digital Fellow at the Stanford Digital Economy Lab and co-author of The Enterprise AI Playbook: Lessons from 51 Successful Deployments With over 35 years of experience across AI, semiconductors, immersive computing, and cybersecurity at HTC, Intel, IBM, and Trend Micro, four founded startups, and investments in 100+ early-stage firms, Alvin shares the findings from a five-month Stanford study of 51 enterprise AI deployments across 41 organisations and 9 industries on how AI is actually being adopted inside large organisations. In our conversation, we covered: Why MIT's "95% AI failure" headline collapsed under deeper methodologyWhy data, not model choice, is the durable enterprise moatThe productivity gap between full automation and human-in-the-loopWhy two-thirds of successful AI rollouts started as failuresWhy HR, legal, and compliance are the biggest internal blockers to enterprise AIWhy 65% of white-collar work in the US, UK, and East Asia is exposed to AIResources: https://digitaleconomy.stanford.edu/p... https://open.substack.com/pub/abundan... https://www.youtube.com/watch?v=pZXs0entv-c OurNextReality.comFollow Alvin Wang Graylin: https://www.linkedin.com/in/agraylin/ 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

    25 min
  4. Beyond the LLM: How Koch and ipushpull Automated Trade Capture from Chat

    12/17/2025

    Beyond the LLM: How Koch and ipushpull Automated Trade Capture from Chat

    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

    22 min
  5. The Evolution of Fixed Income Markets: AI, Data & Automation

    10/09/2025

    The Evolution of Fixed Income Markets: AI, Data & Automation

    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 decadeImpact of MiFID II and Dodd-Frank on trading structuresDifferences between rates and credit marketsHow automation is reshaping sales and trading workflowsUnlocking insights from unstructured data in trading chatsRole of AI in enhancing efficiency and decision-makingThe future of market electronification and human expertiseABOUT 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

    23 min
  6. Guardrails and Game Changers: AI Agents in Chat for a Competitive Edge in Financial Markets

    07/14/2025

    Guardrails and Game Changers: AI Agents in Chat for a Competitive Edge in Financial Markets

    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 challengesWhy messaging platforms like WhatsApp and Signal remain widely used despite compliance concernsThe agentification of workflows and how agents are being used across capital marketsThe future of AI agents and the steps you should be taking todayABOUT 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

    22 min
  7. The Next Data Goldmine on the Desk (and How to Tap It)

    06/30/2025

    The Next Data Goldmine on the Desk (and How to Tap It)

    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 logsWhat it really takes to structure chat in a way traders will actually useipushpull’s approachFuture: voice, AI & full-market captureThe biggest cultural and technical challenges standing in the wayIf 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

    21 min
  8. Inside Enterprise Messaging: Bloomberg IB, Agents, Bots & Beyond (w/ Damian Sasso)

    05/19/2025

    Inside Enterprise Messaging: Bloomberg IB, Agents, Bots & Beyond (w/ Damian Sasso)

    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

    55 min
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About

The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sector. For more information on ipushpull head to https://bit.ly/3fKvY4n #fintech #data #automation #workflow #trading #brokers

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