Technical Videos & Webinars

Webinar: AI-Driven Revenue Generation in Capital Markets


Artificial Intelligence (AI) is influencing every aspect of the global economy, including investment banking, by creating value across the organization in entirely new ways. AI technology uses its experience to adapt and improve over time, working faster and performing tasks with greater consistency and accuracy at marginal incremental cost.

Enhanced judgement uses AI to augment human intelligence by evaluating and elevating options for consideration and improving decision making. For example, next best-action services use cognitive insights technologies that draw on inductive modeling and research to produce timely insights on markets and clients that, in turn, provide AI-driven recommendations to financial advisors.

What are the key levers that Investment Bankers can use to derive specific and tangible benefits from AI and Machine Learning technology? How can AI help capital market professionals make informed decisions, consider new strategies and approaches, and ultimately provide better outcomes for both their clients and their business?

Watch this webinar to see how you can answer these questions for your organization.


Introduction Challenging times in Capital Markets

Solutions Addressing AI Powered Revenue Generation

Panel Using a Blend of Contextual Data and AI to Predict Opportunities in Capital Markets



VP, Customer Success

Miguel Rodriguez has been successfully supporting companies in the implementation of data science applications for many years. Based on his extensive experience, Miguel is regarded as one of the industry’s leading data science experts. He also works as a business mentor at the Swiss Startup Factory and advises young entrepreneurs on sales, business development and strategy. He holds a BSc in Business Administration from the European Business School.


Proposition Manager, Capital Markets

Sofia Spencer leads digital solutions for the Capital Markets & Advisory proposition at Thomson Reuters, the business that services M&A and capital raising professionals with data and workflow tools to support strategic corporate actions. She joined Thomson Reuters in 2003 and has held various roles, primarily in commercial management, regional business management and sales, based in London, Sydney and most recently Stockholm. She holds a Master of Science in Economics and Business Administration from the Stockholm School of Economics, Sweden.


North American Sales Director

Before joining Squirro, Eric was a Sales and Relationship Manager at TriOptima (NEX Group plc) selling triResolve, the market leading OTC derivatives reconciliation and collateral management platform. Previously he was an Investment Risk Analyst at UBS Global Asset Management, sitting in their Hedge Fund Solutions group. He holds a B.S.B.A in Finance from the Catholic University of America.

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