Data Integration for Investment Banking
Integrate trading platforms, market data feeds, and risk systems. Meet SEC, MiFID II, and BCBS 239 requirements with enterprise-grade security.
Industry-Specific Outcomes
Market data aggregation from Bloomberg and Refinitiv
Cross-asset risk aggregation for capital optimization
Automated MiFID II and Dodd-Frank regulatory reporting
Client 360 dashboards for relationship management
Post-trade reconciliation and settlement automation
Popular Connector Workflows
Investment Banking Data Pipeline Architecture
Unified pipeline integrating trading platforms, market data, CRM, and risk systems into analytics-ready data warehouses.

Without such an integrated 360-degree view of customer engagement data, it was challenging for internal product teams to reach the right customers at the right time through push notifications or email messages. With Airbyte, we were able to save up to 10% of the marketing budget. In addition, the savings obtained with Airbyte helps the company reinvest into the business to lead to a higher return on marketing investment.

Compliance Considerations
SEC Rule 17a-4: 6-year retention with audit trails
MiFID II: Transaction reporting with microsecond timestamps
GDPR: Data protection with 72-hour breach notification
SOX Section 404: Internal controls documentation
Recommended Connectors
See all connectorsSalesforce
CRM for managing client relationships and deal pipelines
Alpha Vantage
Real-time and historical stock market data for analysis
Polygon Stock API
Market data for trading analytics and financial modeling
Plaid
Banking and financial account data integration
Snowflake destination
Data warehouse for financial analytics and reporting
BigQuery
Data warehouse for compliance reporting and business intelligence
Related Resources
Financial Market Monitoring with Airbyte and Polygon
Best ETL Tools Financial Enterprise Companies
Change Data Capture Definition Methods and Benefits
Snowflake Security Best Practices

Modernize Investment Banking Data Integration
Move faster with secure, compliant, and open-source data integration.