The hidden barrier to AI success: Trusted data foundations
Abstract
Artificial intelligence (AI) has reached a critical inflection point in financial services. Despite its extraordinary promise, most AI initiatives in post-trade operations struggle to move beyond experimentation. This paper sets out to address that gap within post-trade operations, where accuracy, predictability, and control are non-negotiable. It examines why AI initiatives stall, identifies the conditions required for scalable adoption, and outlines how companies can move from isolated pilots to repeatable, production-grade deployment. Readers will gain a clear understanding of where AI adds genuine value, particularly across exceptions management, reconciliation, allocations, and trade enrichment. The paper also introduces a best practice centred on data readiness, governance, and decision transparency, ensuring every AI-driven outcome is traceable and controlled. By the end, readers will be equipped with practical guidance to define high-value use cases, strengthen data foundations, and implement AI in a way that delivers measurable, compliant, and sustainable results across post-trade functions. This article is also included in The Business & Management Collection which can be accessed at https://hstalks.com/business/.
The full article is available to subscribers to the journal.
Author's Biography
Andy Grayland is Head of Solutions at Xceptor, with over 15 years’ experience in financial technology. He began his career specialising in over-the-counter (OTC) confirmations and has since worked closely with some of the world’s largest financial institutions, with a particular focus on Tier 2 sell-side banks. Andy also brings experience from commodities trading companies, with a focus on oil and energy markets, giving him a broad perspective across asset classes and operational models. At Xceptor, Andy leads solution strategy focused on driving efficiency and control across repeatable processes in financial markets. His work centres on helping companies standardise and scale data-driven operations, reducing manual effort while improving accuracy and resilience.