FTF Exchange Podcast
Our knowledge is your power
T+1: Why ‘Fix Your Data First’ Might Be Wrong
Most financial firms have been told the same thing: clean up your data before you layer AI on top, or automation will only magnify the mess. But Steve Shillingford, CEO and founder of DeepSee, sees it differently. While we should always be looking for cleaner data, that’s a never-ending battle. Better to put effort […]
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A.I. Isn’t the Risk… Missing the Boat Is
What’s the bigger risk in 2026: adopting A.I. … or waiting too long? In this episode of the FTF Exchange Podcast, Maureen Lowe chats with Toby Glaysher, chairman of Finbourne Technology (and a 2025 FTF News Award winner for Best Data Management Solution), to flip the usual artificial intelligence conversation on its head. Instead […]
FTF PODCAST 01 DIANA SHAPIRO MOV
The Client Reporting Toolbox: What to Add, What to Fix
Most firms can generate strong performance data internally. Fewer can deliver it to clients efficiently, at scale, and without adding more manual work. In Part 2 of our podcast series with FactSet, Maureen Lowe is joined by McKay Marschalk and David Mellars to open up the modern “reporting toolbox” and break down what actually belongs […]
FTF PODCAST 01 DIANA SHAPIRO MOV
AI for Performance Teams: Where Firms Are Winning (and Getting Stuck)
Most firms know they should be using AI for performance measurement. Fewer know how to actually do it without breaking something—or losing their team's trust in the process. In this episode, Sean Murray and David Mellars from FactSet get into the real implementation challenges. We talk about what it takes to build trust in […]
FTF PODCAST 01 DIANA SHAPIRO MOV
From Sticky Notes to Success Stories: What It Really Means to Mentor the Next Generation of Capital Markets Professionals
Most people think mentoring means having all the answers — but what if the real power lies in asking the right questions? In this episode of the FTF Exchange Podcast, Janice Kitzman of Cascade Compliance shares a refreshing, real-world perspective on mentorship. From bridging generational gaps to guiding tech adoption, she unpacks the habits and mindset that turn mentoring into meaningful career development, for both mentors and mentees. Whether you're in Ops, compliance, or just starting out, this conversation is for anyone ready to grow through connection, not correction.
FTF PODCAST 01 DIANA SHAPIRO MOV
When Robots Help Write Your Client Reports: A.I. at Alliance Bernstein
In this episode, AllianceBernstein experts share how AI is transforming fixed income strategies, streamlining operations, and turning complex data into actionable client insights.
FTF PODCAST 01 DIANA SHAPIRO MOV
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