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

Source System
Destination
Use Case
Polygon Stock API
Snowflake
Trading analytics and market surveillance
Alpha Vantage
Snowflake
Historical market data analysis and backtesting
Salesforce
BigQuery
Client relationship analytics and pipeline tracking
Plaid
Snowflake
Account verification and transaction monitoring
Stripe
PostgreSQL
Payment processing and revenue reconciliation

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.
Konrad Schlatte
,
Data Engineer
,
PensionBee

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 connectors

Salesforce

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.