Accelerate clients onboarding in asset managing
How can we quickly and efficiently onboard new clients with confidence and legality?
Explore Clients Data for Better Suitability
How can we better understand our customer’s needs and engage the investors in the customer buying journey?
Ease Hedge fund accessibility
How can we facilitate information and access to alternative investment funds for the investors?
Improve processes in asset management
How can we improve the internal processes and use internal data more effectively and efficiently ?
Analyze alternative data
How to analyze alternative data to achieve outperformance?
Monitor ESG Investments
How can we automate the production of relevant ESG performance reports and to better quantify sustainable impact of a portfolio?
Facilitate investment decisions for Asset Managers
Which solution allows us to make effective investment recommendations by analyzing huge volume of data?
Manage Regulatory Changes for Asset Managers
How can we effectively detect regulatory changes, monitor them and assess their impact?
Innovation in asset management
Topics and Fintechs to meet challenges KEY TOPICS
RPA Demo: Automatisation du contrôle des encaissements - Asset Management
Le contrôle des encaissements est un processus récurrent qui consiste à comparer deux sources de données afin de valider la bonne imputation des chèques sur les comptes clients. Dans cette vidéo, nous allons expliquer comment la Technologie RPA peut assister les équipes opérationnelles lors de vérifications automatiques de ces données.