VASS integrates the team and business of psKINETIC
VASS integrates the team and business of psKINETIC, the UK-based Intelligent Automation technology consultancy. VASS continues to grow its international presence. psKINETIC, a technology provider of Intelligent Automation services headquartered in London will accelerate VASS capabilities and offer business value to leading companies in Banking and Asset Management. London, 1st February 2023 – VASS, a […]
Taking The Human Out Of Capital Calls
Capital Calls: Perfect for Robots? “Robotic process automation has been around for years, but I’ve never come across a good use case in private capital,” said an ambitious CTO. In response, we queried: “So, you don’t have complex, repetitive processes? And you don’t have expensive, trained staff search for and re-key data between systems and […]
Data: What’s the Endgame?
CTOs and COOs in private capital are surrounded by smart, analytical dealmakers who all talk about investing in companies that are data savvy; LPs evaluate data maturity. But how advanced are the PE, Private Credit and Alts firms themselves? “We are chasing alpha in new asset classes and unexplored opportunities, we exploit messy data,” said […]
Fund Setup & Lifecycle – What Technology?
Ambitious Private Capital and Asset Managers are all looking to expand. With an increasingly diverse investor-base, new asset classes, and a growing number of jurisdictions/regulators, the process of setting up new funds is becoming more complex – from ideation, through fund structuring, approvals, regulatory issues, and operational constraints. Before getting into the tech, what is […]
Institutional Onboarding: What’s The Problem?
The institutional onboarding process is often ‘broken’. It is not scalable, can delay revenue, will drive up costs, and can even negatively impact the experience of Investors/LPs and your staff. Given the many teams, systems and data involved, the process needs to be intelligently ‘glued’ together to leverage what you already have in place. The […]
Wealth Management Series – The Power Of Decision = Data
For wealth managers, intelligent automation provides an opportunity to address current challenges and create a far more efficient, effective, scalable and controllable operating model. The previous article Wealth Management Series – Data First, Data Second (Link Here) has evaluated some of the advantages and limitations associated with using RPA as a standalone tool. It is […]
Wealth Management Series – Data First, Data Second
Global wealth 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 models to meet these new challenges. A holistic change and digital transformation program should become a priority to transition the wealth management enterprise into a lean and agile state […]
Wealth Management Series – The Intelligent Automation Journey
According to Gartner, by 2024, three-quarters of wealth management enterprises will take their AI projects from pilot to operational, yet a recent survey indicated 76% of executives asked, struggled with how to scale AI across their enterprise. This was despite 84% in the same survey agreeing that AI will transform the industry. Clearly, the respondents of the survey would […]
Asset Management Series – The Power Of Decision = Data
For asset managers and asset servicers, intelligent automation provides an opportunity to address current challenges and create a far more efficient, effective, scalable and controllable operating model [source: EY]. The previous article Asset Management Series – Data First, Data Second has evaluated some of the advantages and limitations associated with using RPA as a standalone […]
The Drawdown Article – CTOs: Dealing with (unfair?) pressure
This article featured in The Techwork 2022 Report. CTOs and COOs in Alts/Private Capital are coming under ‘unfair’ pressure as complexity is growing faster than AUM. Since everything is digital, ‘everything’ lands in the CTO or COO’s lap. Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful ‘coping’ strategies. “We want […]
Wealth Management Series – To Accelerate Your Business You Need To Automate
In a recent report, it is concluded that wealth management firms should continue to focus on building scale with an eye on outsourcing and implementing new technology. Cost reduction initiatives should include a clear reinvestment strategy, leading firms to increase their investments in automation and intelligent operations. Regardless of the product mix, operating models should flex and be fit-for-purpose. […]
Asset Management Series – Data First, Data Second
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 models to meet these new challenges. A holistic change and digital transformation program should become a priority to transition the asset management enterprise into a lean and agile state […]