-
Summary
Inconsistent Company data - One of the most persistent challenges across all financial segments are “Disconnected systems”; inconsistent naming, and manual linking undermine analytics, increase operational risk, and slow decision-making.
This 60-minute webinar will explore how enterprises can move beyond traditional fuzzy matching by combining persistent identifier infrastructure with AI-driven entity resolution to reliably link entities, securities, and instruments across systems and regions.
What we’ll cover
- Why rules-based and fuzzy matching break down as data volume, complexity, and change accelerate
- How cross-reference architecture creates a stable identifier spine, and how AI automates and validates entity linking with confidence and transparency
- How our models adapt across companies, securities, people, and assets, and deliver a 15–30% uplift in matched records with significantly less manual intervention
Why it matters
- 81% of IT leaders say data silos hinder digital transformation
- 75% of organizations struggle to integrate insights across systems
- 87% of data scientists spend more time cleaning data than building model
Speakers
S&P Global Market Intelligence
Lance Risi
Director, Cross Reference Solutions
Lance has been with S&P Global for 25 years, primarily working on the industry leading Cross Reference mapping solution for clients around the globe. Lance is from NYC, graduated from University or Vermont, lived in Colorado for 17 years, and now lives in Arizona. Lance is an avid runner and cyclist and has run 14 marathons.
S&P Global
Suraj Shah
Co-Head, Terahelix
Sought-after Data Engineering, DevOps & Agile practitioner, with a specialty in enterprise big data, business process automation, real-time application monitoring and tools development spanning over a decade in financial services technology. Successfully delivered data-led solutions paired with modern site reliability operating models at Credit Suisse and Deutsche Bank.
S&P Global
Jack Steenkamp
Co-Head, Terahelix
With 15+ years in financial services tech at UBS and Credit Suisse, Jack is a seasoned software engineer and technical director. Previously consulting across telecoms, pharma, and energy sectors, his expertise is diverse. At UBS and Credit Suisse, Jack led key implementations in big data reporting and aggregation platforms, showcasing his technical skill and leadership.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.