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2025年金融市场互联峰会:智能体AI与金融未来
Refinitiv路孚特· 2025-07-08 04:00
Core Insights - The 2025 Financial Markets Connectivity Summit hosted by LSEG gathered over 400 leaders and innovators from the financial ecosystem to discuss pressing issues in finance and technology [1] Group 1: Customer Experience Transformation - The summit opened with a keynote by Nej D'Jelal, emphasizing the revolutionary enhancement of customer experience in financial services [2] - AI is becoming a core component of financial workflows, enabling smarter, faster, and more autonomous decision-making across front, middle, and back offices [4] - The importance of interoperability, cloud infrastructure, and engineering mindset is highlighted as essential for building scalable and integrated systems [4] Group 2: AI and Automation in Financial Services - A roundtable discussion featured experts discussing how AI and automation are reshaping customer engagement in financial services [5] - The need for interoperable platforms was emphasized to ensure seamless workflows and reduce barriers in customer interactions [5] - Companies are moving towards intent-driven experiences where AI can anticipate customer needs and provide personalized insights in real-time [5] Group 3: AI Adoption in Investment Banking - A discussion focused on how banks and fintech companies can collaborate to integrate AI into daily workflows for investment bankers [8] - The shift from open prompt models to customizable, context-aware AI agents is noted, enhancing productivity and providing targeted insights [8] - The use of quantifiable metrics to track AI's impact on trading execution, research analysis, and customer service is becoming increasingly common [8] Group 4: Data and Relationships in Trading - A roundtable led by David Rickard explored the dynamic role of data and relationships in an increasingly automated trading environment [11] - Despite the acceleration of AI and electronic trading, the importance of trustworthy relationships and market intuition remains critical [11] - Recent market dynamics, including macroeconomic uncertainties and the rise of portfolio trading, were discussed, along with strategies companies are adopting to stay competitive [11] Group 5: The Role of AI in Economic Transformation - Andrew Busch's keynote highlighted the accelerating role of AI in driving real economic change, emphasizing that generative AI is already delivering tangible benefits [13] - Companies that can interpret macro signals in real-time will gain a competitive advantage in the evolving financial landscape [13] Group 6: LSEG Workspace Experience - Attendees experienced the LSEG Workspace, developed in collaboration with EPAM Systems, designed to meet the growing demands of financial professionals [16] - The platform integrates LSEG's premium content, advanced analytical tools, and efficient collaboration features, addressing inefficiencies caused by fragmented systems [16] - LSEG Workspace aims to enhance productivity, clarity of information, and collaboration in the financial services sector [16]
LSEG 数据与分析业务荣获数字银行家杂志「2025 Digital CX Awards」两大奖项
Refinitiv路孚特· 2025-05-12 04:46
"LSEG 数据与分析业务在服务财富管理行业方面经验深厚且表现卓越,始终致力于通过其解决方案赋能理 财顾问、帮助客户打造卓越投资体验。LSEG数字财富解决方案融合了行业领先的数据、小部件功能和 API,不仅显著改善了投资者的使用体验,还通过先进的分析技术和无与伦比的数据能力,帮助投资者排除 干扰,快速获取相关且有价值的洞察。" Digital CX奖项是全球唯一的金融业数字化客户服务专业评选活动,旨在表彰全球领先的金融机构和解决方 案提供商在推动数字客户体验创新与卓越发展方面做出的杰出贡献。参与评奖机构来自全球各地,充分体现 了全球协作与共同承诺在推动金融生态系统进步中的重要作用。 LSEG财富管理解决方案 为顾问和投资者创造个性化体验 近期, LSEG 数 据 与 分 析 业 务 财 富 管 理 解 决 方 案 荣 获 数 字 银 行 家 ( The Digital Banker ) 颁 发 的 2025 Digital CX Awards 奖 项 : 客 户 分 析 与 洞 察 解 决 方 案 杰 出 奖 ( Outstanding Customer Analytics and Insights Solu ...