Many financial organizations use Bloomberg downloads to capture Bloomberg messaging for SEC, FCA and FINRA compliance.  Though these processes have been in place for many years, the introduction of AI platforms like Microsoft’s Copilot means that the capture mechanisms in place should be revisited so AI can fully leverage the messaging and market information.  Bloomberg […]

The excitement surrounding AI and Microsoft’s Copilot is now meeting the impasse of siloed content. Though IT teams have been working hard to integrate disparate repositories of data, such efforts often meet with user resistance and licensing. Perhaps the easiest (and fastest) solution is to transfer the critical content from platforms like ServiceNow, Bloomberg or […]

Meeting transcripts are the latest features to be added to communication platforms such as Microsoft Teams and Zoom. Compliance Officers must assess the benefits and risks to their organizations. In a recent forum on the National Society of Compliance Professionals (“NSCP”), we advised that transcripts (as well as meeting recordings) should be archived separately from […]

The DataParser Messaging Schema for normalizing collaboration data is being formalized for GitHub distribution.  New AI and text analytical programs have transformed institutions’ ability to improve corporate compliance, add value to client interactions, and deliver unprecedented operational efficiencies. Properly formatted proprietary content, whether email, documents, collaborative chats or text messaging, is the grist for these […]