An industry in transition as it begins its journey of digital transformation. And all roads lead to data. By putting data at the heart of intelligent automation, asset managers will be able to understand how it all ties back to their clients. This will enable processes to be streamlined and a better service to be delivered.
TYPICAL EXAMPLE USE CASES
• Onboarding new funds
• Capture and transformation of data from multiple sources such as Pdfs, emails and spreadsheets
• Fee reconciliations
• Programmes of EUD eradication and creation of transparent audit trails
• Automation of client onboarding data capture
• Regulatory reporting reconciliation