INDATA
David Csiki
Bio
David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company’s flagship product, NYFIX, a FIX broker network.
Recent Posts by David Csiki:
How Private Cloud Platforms Support Fiduciary Data Privacy
Firms are managing and using greater amounts of sensitive investment data. With this comes significant responsibility for compliance and fiduciary data privacy. Securing this information and being able to administer […]
Common Performance Attribution Reporting Gaps for Growing Investment Firms
As investment firms expand, they often encounter performance attribution reporting gaps. With growth in portfolios to manage, strategies to execute, and data to analyze, reporting can quickly become a considerable […]
AI Governance for Compliance Monitoring: Controls, Audit Trails, and Human Review
Leveraging artificial intelligence (AI) in the investment industry has delivered efficiency and insights. It’s also become a tool for compliance monitoring. For it to be effective and consistent, AI governance […]
Monitoring Multi-Portfolio Investment Operations with Centralized Reporting
Key Takeaways Centralized reporting for investment management supports efficient operations by streamlining and automating once manual tasks. Data silos are often the biggest obstacle to gaining visibility across performance. Using […]
How Internal Reporting Transparency Reduces Operational Risk
Key Takeaways Establishing internal reporting transparency provides many benefits to firms, including greater efficiency, accountability, and visibility. Data integrity and accuracy are key barriers to transparent reporting, but organizations can […]
What Executives Need from Investment Management Dashboards
Key Takeaways An executive dashboard for investment management offers visibility across the firm in snapshots. The data highlighted in investment dashboards drives actionable insights that ensure decision-making is data-driven. The […]
Where Front-to-Back Office Integration Breaks Down During Growth
Key Takeaways Disconnected investment management systems create challenges around visibility and efficiency. Integrated front-to-back office systems eliminate data siloes with a single source of truth. Firms can make data-driven decisions […]
Data-Driven Decision-Making for Investment Management Firms
Key Takeaways Data-driven decision-making represents the future of investment management because it supports better performance and operational improvements. Siloed data is often the biggest challenge for firms to use data-driven […]
Which Investment KPIs Belong in Real-Time Dashboards?
Key Takeaways Real-time KPI dashboards offer clear, transparent views into operations and performance. Customizable investment management metrics can include performance, risk, compliance, asset allocation, and more. The best use cases […]
From Data to Decisions: How Modern Platforms Enable Strategic Conversations with Clients
Key Takeaways Data-driven conversations create trust and loyalty with clients. For firms to leverage data-driven discussions, they’ll need a connected technology ecosystem. AI is a critical tool for data-driven interactions, […]
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