Joss Technology is a specialist software solutions provider focused on Entity Data. We are dedicated to the financial services industry and built our innovative platform in response to the increased focus on regulatory compliance, risk management, and operational efficiency.

In the aftermath of the financial crisis, market participants and regulators raised the profile of Entity Data. Today, everyone agrees that financial firms need to have a clear picture of all the entities they interact with and are exposed to. Entities can be brokers, clients, counterparties, custodians, issuers and so on. However, organizations struggle to build that complete picture due to internal data silos, duplicate records and data inaccuracies.

Joss Technology brings an innovative approach to solving these problems. We provide the only comprehensive suite of tools and solutions for effective entity data management.

Rethink Entity Data!

Here are some of the questions we will help you answer:

  • How do I create a holistic view of all the entities I do business with?
  • How do I maintain client/counterparty data on an ongoing basis?
  • How do I link instruments to entities?
  • How can I achieve this goal without exploding my IT budget?
  • How can I minimize disruption to my existing workflows and processes?
  • How can I obtain results quickly?

Business drivers

Trading margins are down and cost- containment is at the forefront of companies concerns. How can we help you thrive in this new paradigm? With a robust set of tools and workflows to manage your client data, your organization will achieve both cost reduction and revenue growth that will have a positive and tangible impact on your bottom line. Here is how:

Internal data discrepancies result in communication failures between front, middle and back-office systems. Many surveys and industry studies show that, even for mid-tier financial institutions, reference data related problems generate millions of dollars in annual waste.

Data inaccuracies cause failures in trades and payments. Industry bodies estimate losses amount to hundreds of millions of dollars every year. Fix your data, reduce failures and you have saved money already.

When you experience delays in setting up new clients, it decreases customer satisfaction, affects your reputation, and puts future business opportunities in jeopardy.

The product-silo approach limits your ability to sell your entire set of products and services. Instead, a comprehensive client view allows you to carry out gap analysis on the complete business relationship and discover cross-selling opportunities.

By providing a superior client experience you acquire a reputation for ease of work/interaction. In turn, this allows you to attract new business from competitors who, for example, do not leverage their client onboarding process effectively.

With our solutions you collect and analyze valuable information about your client needs. As a result, you demonstrate you understand their specific needs as well as their organization as a whole. This enables you to develop greater levels of trust and build durable business relationships that will lead to higher client revenues.

Why now?

Having your entity data house in order is crucial:

  • Regulation – You have to comply with current and upcoming mandates
  • Risk management – More stringent risk management mandates are here to stay
  • Transparency – Calls for increased transparency are unlikely to fade away


Meet Our Management Team

Marco Sablone

Marco SabloneDirector, Global Sales & Marketing
Marco started his career in the UK with Gartner, the world’s leading provider of IT research and analysis, where he focused on Network Equipment Vendors and Telecoms Operators. He then spent 10 years in the financial information arena. He first joined Interactive Data in London where he managed relationships with British and Swiss clients. He was subsequently put in charge of developing Interactive Data’s presence in the Italian market. In 2006, Marco was transferred to the New York office where he worked in the Business Development Group. He was responsible for establishing and developing commercial relationships with software vendors, data redistributors and analytics solution providers.

Marco is a Business and International Affairs graduate from HEC – University of Liège, Belgium.

Olivier Schlatter

Olivier Schlatter Co-Founder & Managing Director
Olivier has 10 years of experience in information technology in the financial services sector. Prior to founding Joss Technology, Olivier was project manager at Rabobank International where he oversaw the deployment of a new trade-processing platform in the New York and Sydney offices. Before joining Rabobank, Olivier held various roles at Calypso Technology: software engineer, implementation consultant, pre-sales, and business analyst.

Olivier holds a bachelor of science in theoretical physics from the University of Paris-Orsay, a master of science in telecommunications from Telecom ParisTech, and a master of business administration from the Leonard N. Stern School of Business of New York University, specializing in Business & Law and General Management.

Julien Serdaru

Julien Serdaru Co-Founder & Managing Director
Julien brings 10 years of experience designing high complexity distributed software. At Joss Technology, Julien is in charge of product development and system architecture. Prior to founding Joss Technology, Julien was a research engineer and project manager at Dassault Systèmes (DSY:FP), world-leader in Product Lifecycle Management (PLM) and 3D Computer-Aided-Design (CAD) software solutions. There, he designed and deployed technologies to share large data volumes across heterogeneous networks and systems. In 2006, Julien participated in the launch of Mevia, a Paris-based startup, by designing, an alumni social networking platform designed for schools.

Julien holds an MS in Engineering/Computer Science from the Universitée Léonard de Vinci in Paris, France and an MBA from the Leonard N. Stern School of Business of New York University, with a specialization in Financial Systems & Analytics.

Our Advisors

Brian Bodell

Brian Bodell CEO
Finivation Software
Brian Bodell is CEO of Finivation Software and is responsible for the overall strategy and company performance. Prior to Finivation Software, Brian was President of qbt Systems, a banking technology and middleware firm. qbt Systems was acquired by Corillian Corporation which was subsequently purchased by CheckFree Corporation and Fiserv (NASDAQ:FISV). Brian stayed on as SVP of Community Banking Solutions and VP of Channel Development working in the global online, mobile banking and payments space.

Before qbt Systems, Brian was President of MobileMetrics, a venture-backed mobile software firm in Europe and the United States, was a Vice President of E-Commerce at Dean & DeLuca and was a Director of Electronic Commerce at RR Donnelley & Sons (NASDAQ:RRD).

Hakim Erhili

Hakim ErhiliFounding Partner
Orchestrade Financial Systems
Hakim is responsible for strategic planning, software architecture, design, and product development at Orchestrade, a company dedicated to building innovative financial systems. He has been developing enterprise applications since 1990. Prior to his work with Orchestrade, Hakim held senior positions throughout the financial services industries, most recently with Morgan Stanley and Société Générale, as well as in the financial software industry as Co-Founder and CTO of Calypso Technology.

Hakim has designed and delivered solutions for a number of major financial institutions including Citigroup, Bear Stearns, HSBC, Wells Fargo, Calyon, and Dresdner Bank. Hakim is based in San Francisco. He holds an Engineering Degree from Ecole Polytechnique in Paris and Ecole Nationale des Ponts & Chaussées, as well as a post graduate degree of Artificial Intelligence from Paris Jussieu University.

Muriel Ponsolle

Muriel PonsolleConsultant
Capital Markets Technology
Muriel brings over 15 years of experience in developing and implementing financial software. Most recently, she was product manager at Orchestrade Financial Systems. Prior to Orchestrade Financial Systems, she was focusing at Calypso Technology on the web portal integration to the existing trade processing applications. Since joining Calypso Technology in 2000, she held a variety of senior positions: implementation manager for the SaaS offering, global back-office product manager, and director of the EMEA professional services, where she was in charge of key accounts, such as Dresdner Bank, ING, Société Générale, and RBS, and was managing a team of 20 consultants.

Prior to Calypso Technology, Muriel was project manager at BNP Paribas and product manager at Diagram Financial Systems. She holds a DESCAF degree from the CERAM-ESC Nice business school.

Richard Robinson

Richard RobinsonDomain Partner
Wipro Technologies
Rich has over 20 years of experience in the financial industry, with a rare perspective that spans working in operations and technology positions at global custodial banks, international brokers, investment managers as well as core industry utilities. As Domain Partner for Capital Markets at Wipro, he assists senior executives define and find holistic solutions to the challenges they face in today’s increasingly complex environment.

Previously at EMC, Rich managed a team of industry experts working on various projects, from strategic planning to being trusted advisors for companies engaged in major transformations. Previous work has included re-building an international equities desk for a major broker including all aspects of order capture and execution through front, middle and back offices. He graduated from Carnegie Mellon University and holds a master of business administration from the Leonard N. Stern School of Business of New York University.