The company unveiled a new corporate identity and unified product naming strategy using the “Smart” prefix.
The rebrand reflects growing demand for AI-powered data solutions in financial services and the company's expansion beyond its core business.
SmartStream
Technologies has unveiled a new corporate identity aimed at reflecting its
position in the data solutions market for financial institutions. The
London-based company, which serves more than 1,500 clients, including over 70
of the world's top 100 banks, announced the rebrand alongside a
redesigned website and updated solution naming conventions.
SmartStream Consolidates
Product Portfolio Under “Smart” Branding
The rebrand
introduces a unified naming strategy where each solution now carries
the “Smart” prefix, bringing the portfolio together
under one brand architecture. This replaces the previous Transaction
Lifecycle Management (TLM) naming convention that the company has used
for its reconciliation, cash management, and reference data products.
SmartStream
has built its business around automating reconciliation processes for
financial institutions since 2000, evolving from a dedicated
reconciliations provider to offer enterprise-wide transaction management
solutions. The company's products handle reconciliations,
reference data management, collateral management, and
corporate actions processing.
AI Integration Drives
Market Expansion Plans
Akber Jaffer, CEO of SmartStream
“We've
firmly established ourselves as a trusted partner to our customers,
consistently enabling mission-critical operations for
financial institutions and enterprises,” said Akber Jaffer, CEO
of SmartStream. “The timing of our rebrand is intentional as
it reflects a broader market shift where firms are unlocking new
value from their data, by combining human intelligence with
the evolution of AI technologies.”
The company
has embedded AI and machine learning capabilities across its solution
suite, including its Affinity technology that uses neural networks to
improve data matching rates. Major clients report auto-match rates
exceeding 97% with SmartStream's reconciliation services, compared to
industry averages of approximately 84%.
SmartStream
operates from centers in New York, London, Bristol, San Jose,
Mumbai and Bangalore, providing 24/7 support to clients across
global markets. Recent client wins include Deutsche Bank,
which moved its reconciliation services to SmartStream's managed service
platform in 2018, and Bank of South Pacific, which implemented the company's
reconciliation solutions in 2025.
The
company's Reference Data Services (RDS) division has also expanded its
regulatory compliance offerings, launching the RegRegistry Service in
April 2025 to help firms meet reporting obligations under regulations
like EMIR Refit. The service consolidates multiple regulatory data sources
into a single platform for financial institutions navigating
complex compliance requirements.
SmartStream
Technologies has unveiled a new corporate identity aimed at reflecting its
position in the data solutions market for financial institutions. The
London-based company, which serves more than 1,500 clients, including over 70
of the world's top 100 banks, announced the rebrand alongside a
redesigned website and updated solution naming conventions.
SmartStream Consolidates
Product Portfolio Under “Smart” Branding
The rebrand
introduces a unified naming strategy where each solution now carries
the “Smart” prefix, bringing the portfolio together
under one brand architecture. This replaces the previous Transaction
Lifecycle Management (TLM) naming convention that the company has used
for its reconciliation, cash management, and reference data products.
SmartStream
has built its business around automating reconciliation processes for
financial institutions since 2000, evolving from a dedicated
reconciliations provider to offer enterprise-wide transaction management
solutions. The company's products handle reconciliations,
reference data management, collateral management, and
corporate actions processing.
AI Integration Drives
Market Expansion Plans
Akber Jaffer, CEO of SmartStream
“We've
firmly established ourselves as a trusted partner to our customers,
consistently enabling mission-critical operations for
financial institutions and enterprises,” said Akber Jaffer, CEO
of SmartStream. “The timing of our rebrand is intentional as
it reflects a broader market shift where firms are unlocking new
value from their data, by combining human intelligence with
the evolution of AI technologies.”
The company
has embedded AI and machine learning capabilities across its solution
suite, including its Affinity technology that uses neural networks to
improve data matching rates. Major clients report auto-match rates
exceeding 97% with SmartStream's reconciliation services, compared to
industry averages of approximately 84%.
SmartStream
operates from centers in New York, London, Bristol, San Jose,
Mumbai and Bangalore, providing 24/7 support to clients across
global markets. Recent client wins include Deutsche Bank,
which moved its reconciliation services to SmartStream's managed service
platform in 2018, and Bank of South Pacific, which implemented the company's
reconciliation solutions in 2025.
The
company's Reference Data Services (RDS) division has also expanded its
regulatory compliance offerings, launching the RegRegistry Service in
April 2025 to help firms meet reporting obligations under regulations
like EMIR Refit. The service consolidates multiple regulatory data sources
into a single platform for financial institutions navigating
complex compliance requirements.
Damian's adventure with financial markets began at the Cracow University of Economics, where he obtained his MA in finance and accounting. Starting from the retail trader perspective, he collaborated with brokerage houses and financial portals in Poland as an independent editor and content manager. His adventure with Finance Magnates began in 2016, where he is working as a business intelligence analyst.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
