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. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. Harnessing Data and AI: Richard Quigley on the Future of Energy Commodities

    01/28/2025

    Harnessing Data and AI: Richard Quigley on the Future of Energy Commodities

    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

    22 min
  7. Pioneering the ipushpull Web App Experience: Innovation, Flexibility, and Customer-Centric Design

    11/19/2024

    Pioneering the ipushpull Web App Experience: Innovation, Flexibility, and Customer-Centric Design

    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

    26 min
  8. Commodity Trading: From Paper to Digital – What’s Next?

    09/24/2024

    Commodity Trading: From Paper to Digital – What’s Next?

    In the first episode of ipushpull's Commodities Pod, Andrew Capewell (Head of Product) and Robert Kingham (Technology & Sales) discuss the current state of the commodities market and how technology is shaping its future. Drawing from their extensive experience, they explore the slow adoption of digital tools and what it will take to drive efficiency and automation in this traditionally manual space. Key Discussion Topics: Overview of commodity market challenges and inefficienciesWhy some markets still rely on traditional methods (e.g., paper and phone)The impact of fragmented communication tools on traders and brokersHow emerging technology can streamline trading and decision-makingThe role of human interaction in commodity markets vs. digital solutionsData control and privacy concerns in trading platformsFuture trends and technology adoption in the commodities spaceTune in to hear industry insights on how technology is transforming commodities markets. #commodities, #chatbots, #fintech, #trading, #workflow, #automation For more information go to: https://ipushpull.com For more information go to: https://ipushpull.com

    29 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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