Asset Management Series – Operational Efficiency & Automation
In my last post, I looked at the common denominators in the growth strategies of global asset managers in 2022. It is now time for a more in-depth look at some of the benefits and pitfalls that the leadership teams need to consider. According to a recent report, “Operational efficiency is increasingly important for traditional […]
Asset Management Series: Sanctions – Do We Go Further?
With global events moving fast it is important to reflect on how digital capabilities can help to protect your business and ensure compliance and full alignment with the existing sanctions regime, asset freezes and full FCC measures. The UK is going to push through new economic crime law, I’m sure that other Western economies will […]
Asset Management Series – Digital Transformation Essential for Growth
In my last blog ‘Growing the Business in 2022 and Beyond’, I talked about how we looked at some of the macro drivers for strategic growth strategies of global asset managers which included the integration of ESG criteria into the investment process, digital transformation, increasing the operational efficiency of the enterprise, client experience, new product development and differentiators […]
Asset Management Series – Growing the Business in 2022 and Beyond
In 2022 global asset managers face significant challenges requiring the executive leadership teams to re-think their target operating models to achieve the strategic growth objectives of the business over the next 5-years. The critical areas of focus for all asset managers are well known and include integrating ESG criteria into the investment process and monitoring investor mandates to meet individual […]
Accelerating Your Business With Intelligent Document Processing
Where to Start?We began our journey into Intelligent Document Processing with a large healthcare contract 8 years ago. The challenge was to extract doctors’ instructions and clinical data out of long and messy letters. This was before practical availability of powerful machine learning algorithms (very different from today where there is too much choice or…noise […]
Automation & Digital Transformation In Asset Management
“Asset managers are harnessing the tools, expertise, and infrastructure needed to turn data into actionable insights that can drive growth in investments and their investor base.” [Source BNY AM] Global asset managers need to compete in an eco-system that is increasingly data-driven. Changing demographics and client expectations require leadership teams to re-think their target operating […]
psKINETIC Announces Contract Win With PIB Group
psKINETIC is pleased to announce it has been selected by specialist insurance intermediary PIB Group as its chosen technology partner, to help deliver a new state of the art, workflow automation platform. The agreement follows a search by PIB Group for a flexible yet robust intelligent automation platform, that will enable them to scale their […]
Deal Due Diligence – Time For Digital Transformation?
Private Capital: Digital Transformation of Deal Due Diligence What do the most successful private equity, private debt, and other alternative asset managers have in common? They are building scalable machines. This article looks at how digital transformation of the Deal Due Diligence is at the core of building that industrial organisation. We define Deal Due Diligence […]
Building a Centre of Excellence – The Path To Automation Excellence
Business improvement through automation is a strategic investment. So it comes as no surprise, we often get asked what is best practice when building a successful Centre of Excellence (CoE), and how long does it take? At psKINETIC, we think of our automation services as a CoE, which we’ve been building for over 10 years. […]
Distributed Agile
Distributed Agile – just an agile team working from home? For the last few years, your organisation has adopted Agile – you were scoping projects, talking about T-shirt sizing and assigning product owners. It was bedding in nicely. Then Covid-19 come along. You quickly moved to remote-working, and it has worked reasonably well… in fact, […]
Client Onboarding – How (un)-Intelligent Is Your Process?
The challenge sneaks up on you, slowly: A regulatory amendment, expansion into a new jurisdiction or launch of a new product. A pragmatic workaround is found, maybe some re-keying or an excel sheet to keep track. After a few years of iterative changes and workarounds, you find your organisation in a bit of a mess. […]
psKINETIC Strengthens Their Team
psKINETIC are delighted to welcome David Landi to our expanding team. David has joined as a Client Partner where he is tasked with growing the business within Capital Markets. David brings with him a wealth of knowledge on both the buy and sell-side, working for tier-1 Investment banks, Hedge Funds, consultancy and SAAS/PAAS solution providers. He has a proven success record in […]