Arbor Advisory Group, LLC’s Post

In the age of AI and big data, IR professionals face both opportunities and challenges. Key takeaways from Jonathan Neitzell's article: Data deluge: 90% of all data ever generated was created in the last two years. Skills needed: Business knowledge, understanding of data sources, statistical expertise, tech savvy, and organizational awareness. Importance of storytelling: Numbers alone don't drive decisions; context is crucial. OODA loop for IR: Observe, Orient, Decide, Act - a framework for processing information effectively. From questions to predictions: Connect qualitative themes with quantifiable KPIs. Factor analysis: Understand what's truly driving stock performance. Integrated insights: Blend diverse data inputs into a cohesive decision-making system. The key to success? A disciplined process that turns boundless data into actionable insights and compelling narratives for investors. #InvestorRelations #AI #DataAnalytics #CorporateStrategy

🤔 📊 Did you know? Over 80% of institutional investors see huge opportunities in enhanced data management, yet only 41% have made significant progress. Get insights from State Street's research. Download the white paper today! 🔽 http://spr.ly/6046exsOe #Data #AI #BankingTech #FinTech

Capital markets are more competitive than ever, with quant researchers and analysts climbing the same mountain to find new ways of generating alpha 🧗 In a recent blog, Senior Pre-Sales Engineer Alex Weinrich reveals how high-performance data analytics is giving leading firms a competitive edge. He also breaks down the must-have features of any advanced analytics platform, including: 🔹Real-time processing 🔹Time-series support 🔹Comprehensive data integration 🔹AI and machine learning  Want to stay ahead of the curve? Click on the link in the comments to check out the full blog! #CapitalMarkets #DataAnalytics #QuantResearch #AI #Fintech #AlphaGeneration #RealTimeData 

++ AI Adoption in Financial Services Faces Roadblocks, Says ActiveOps Survey ++ A new global survey conducted by ActiveOps reveals the pressing challenges that operations teams in financial services face with data management and decision-making, amidst the rising influence of AI. The survey, which involved over 850 operations leaders across seven countries, sheds light on the widespread difficulty in accessing timely and reliable data, essential for critical business decisions. #techafricanes #africa #southafrica #artificial #intelligence #financial #services #data #critical #business #decisions

🚀 Check out my latest Forbes article. In this story, I dive into how Morningstar is setting the benchmark for #AI adoption on an #enterprise scale. With insights from Lee Davidson, Morningstar's Chief Data and Analytics Officer, we explore how Morningstar leverages AI to drive innovation, enhance decision-making, and lead the financial services industry into the future. You will learn more about the strategies and technologies that are reshaping the way we think about AI in large organizations. Lee Davidson was the keynote speaker at the Omaxn event titled Optimizing Data Supply Chains from End-to-End, which took place on July 16, 2024 https://lnkd.in/gCakeNih Michael Claussen, Michael O'Leary, Steven Kaplan, Michael J. Franklin, P33 Chicago, 1871, ActiveCampaign, Chicago Innovation, Abin Kuriakose, Brad Henderson, Betsy Ziegler, Fred Hoch, TechNexus Venture Collaborative, World Business Chicago, Luke Tanen, Rashid Bashir, Jed Taylor, The Grainger College of Engineering, HPA, Franco Patano, Madison Gooch, Ganesh Jayaram, Michelle Gansle, Mike Edmonds, Mani Gopalakrishnan, Jason VandeBoom, Jing Liu, PhD #AI #Innovation #EnterpriseAI #Morningstar #DataAnalytics #Forbes #AIadoption

All AI applications will need data that speaks to core business objectives. Successful companies should recognize that Data is oxygen, not exhaust. Really cool to see our own journey to this end highlighted below. Big thanks to Pete Wilkins for taking the time to get to know Morningstar.

"If stakeholders trust a business’ data, then there are tremendous opportunities for growth using AI and playing a role in areas like climate change. Recognizing this opportunity will take engagement, transparency, and humility — the human efforts that will help drive progress.” To keep humility at the forefront in this new era of #AI is an interesting perspective. We live in a data-driven world – data and analytics drive our decisions, innovation, and progress, not just for businesses, but also for employees and consumers. I love this question from the article, “How do organizations close that trust gap and build and maintain the stakeholder trust critical to advancing the work?” What do you think? https://bit.ly/3W0E6jz

McKinsey released this article on GenAI - https://lnkd.in/gXxvmgTn 65% of companies now use #generativeAI regularly, but many have not seen significant impact yet. Companies need well-defined #operatingmodels to scale #genAI effectively, focusing on #datamanagement, #governance, and #compliance. Implementing #genAI in components allows for flexibility and alignment with business goals, though only a few companies have adopted this model. Q: Where are you in your #journey to #genAI adoption and what #benefits have your realized? Quinte Financial Technologies #dataanalytics #banks #creditunions #financialinstitutions

🌟 𝐋𝐮𝐜𝐤 𝐚𝐧𝐝 𝐝𝐚𝐭𝐚: 𝐓𝐰𝐨 𝐭𝐡𝐢𝐧𝐠𝐬 𝐞𝐯𝐞𝐫𝐲 𝐠𝐫𝐞𝐚𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐧𝐞𝐞𝐝𝐬, 𝐛𝐮𝐭 𝐧𝐞𝐢𝐭𝐡𝐞𝐫 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐟𝐮𝐥𝐥𝐲 𝐜𝐨𝐧𝐭𝐫𝐨𝐥 Last week was dedicated to #AI, filled with remarkable events and insights. So, my dear readers, bear with me as I share the second post in my AI series, this time focused on #finance (and yes, you may have guessed from the title, it’s inspired by Jim Simons, the man who “solved the market"). Attending last week’s event hosted by the Swiss Finance + Technology Association (SFTA) at CV Labs on AI-powered innovations in Wealth & Asset Management and listening to Prof. Dr. Alois Knoll’s presentation on the evolution of AI in #WealthManagement made me reflect on this legacy and the future ahead. 𝐅𝐫𝐨𝐦 𝐞𝐚𝐫𝐥𝐲 𝐪𝐮𝐚𝐧𝐭 𝐦𝐨𝐝𝐞𝐥𝐬 𝐭𝐨 𝐀𝐈-𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐬𝐢𝐠𝐡𝐭 The 1980s brought the rise of quantitative finance, where #algorithms processed data to reveal patterns invisible to human analysts, revolutionizing #trading and risk management. This laid the groundwork for today’s AI-powered systems. Fast forward to today, AI is embedded in finance, driving: 💡 Predictive analytics: Offering actionable insights from earnings reports to social media trends 💡 Hyper-personalization: Tailoring financial advice to individual goals and risk appetite 💡 Real-time operations: Automating fraud detection and compliance These tools not only transform trading and investment strategies but also tax planning and compliance. Yet, human judgment remains crucial to balance these insights with long-term priorities, as discussed in my last post. 𝐀𝐧𝐝 𝐬𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐭𝐡𝐞 𝐚𝐧𝐬𝐰𝐞𝐫𝐬 𝐚𝐫𝐞 𝐬𝐢𝐦𝐩𝐥𝐞... ...but the questions are complicated to quote Dr. Seuss. As the Hitchhiker’s Guide to the Galaxy reminds us, if we rely too unreflectively on machine outputs, the answer to complex questions, like the ultimate question of life, the universe, and everything, risks becoming simply 42. At this point (and the audience of the event knows why) thank you for your fabulous speech Daniel Seiler! The challenge does not lie in finding answers but in asking the right questions, a task that is often more complex than it seems. AI, for all its power, cannot yet understand the “why” behind decisions. As we integrate these systems into finance, it is our responsibility to define clear purposes, ensuring AI fosters trust and serves humanity. From quant models to AI and #QuantumComputing, the history of finance shows how technological leaps redefine the industry. As we move forward, the key question is not only what these technologies can do, but 𝐰𝐡𝐲 we use them and 𝐡𝐨𝐰 they align with the principles that guide us. 💬 How do you see AI shaping finance? Christian Jedlicka and Alois Knoll it was an honour meeting you and I am really looking forward to our next conversations. Agnieszka (Aga) Zacharjasz Janina Vinklere Anna Boniecka Thomas Schmidt it was a pleasure exploring AI with you.

AI is revolutionizing data analysis for investors, but are you ready to seize the opportunities? State Street's white paper reveals 5 essential steps for COOs to stay ahead. Don't miss out – download for free now! 🔽 http://spr.ly/6047extYF #AI #FinTech