Webinar

Bvault – Expand Your Reach on Communications Data and Surveillance

On Demand
Duration: 29 Minutes
Original Date: March 01, 2023

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How can you ensure your firm is utilizing high-quality, regulation-compliant data? How can you minimize the risk of regulatory fines for your firm? The Bloomberg Vault team will answer these questions while demonstrating how to integrate a compliance and surveillance solution designed to help global financial services firms. Join us for this compliance webinar to learn how Bloomberg Vault can capture, archive and analyze your e-communication, trade, and voice data while streamlining workflows, reducing risk and meeting regulations.

Speakers

Rob Houghton

CEO and Founder

Insightful Technology

Company Founder, CTO and technical evangelist, Rob brings his vast experience from working globally for IBM and HP, now leading the Insightful Technology group specialising in it’s own trademarked mobile voice recording platform Soteria™ which currently supports 150+ Global Banks linking IT Infrastructure to Carrier grade solution platforms, delivering compliance, surveillance, efficiency and managed service. Rob is also instrumental in harnessing the company's R&D unit to work with new clients and VC funded technical projects where the group expertise is leveraged into new directions to address client specific requirements.

Leigh Moody

Commercial Officer

Insightful Technology

Leigh is responsible for the sales, execution and revenue growth of the company’s commercial business. He is passionate about relationships and working with customers to delivery true value. This is powered by close partnerships with customers that are driving business outcomes through digital transformation. Leigh joined insightful Technology having spent years in senior sales roles at a number of global technology firms, including Truphone which is where he first met Rob.

Perry Goetz

Head of Vault/ICAD Product

Bloomberg

Perry has been the Global Head of Bloomberg's Compliance and Data Solutions business since September 2022. Prior to this role, he was the Global Head of Compliance and Regulatory Sales, a role he held for 4 years. Perry has held several other leadership roles in Bloomberg Product Sales, including Global Head of both the Electronic Trading and Trade Order Management Solutions businesses. In addition, Perry served as a Sales Manager in Bloomberg's Core Sales Division, overseeing various Tier 1 clients as well as the Canadian and Southwestern regions in the U.S. Prior to joining Bloomberg in September 2000, Perry worked in the Securities Finance Division at Donaldson, Lufkin & Jenrette, where he provided support for the Convertibles Trading and Exotic Options Desks.

Toby Lau

B-Vault (Risk / Compliance) Specialist, North Asia, Bloomberg

bloomberg

Toby is a specialist from Bloomberg Vault solution for the Greater China area. Vault is Bloomberg’s main communication archiving and surveillance service; widely adopted by clients across the Globe. Toby has extensive experience collaborating with a diverse range of clients including both sellside and buyside communities, central banks, exchanges and regulators. Prior to joining the Bvault team, Toby has over 17 years of experience as a relationship manager and head of buyside sales. Toby holds a Bachelor degree in Marketing / Business Communications from Toronto Metropolitan University.

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