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

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Manage episode 494429488 series 3397005
Content provided by ipushpull. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ipushpull or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 494429488 series 3397005
Content provided by ipushpull. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ipushpull or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

25 episodes

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