Asset Management
What We Do
We are a specialist solution provider of intelligent automation solutions supporting global asset managers to digitally transform their businesses across the front, middle and back-office. Deep domain expertise across both public and private & real asset markets. Our mission is to accelerate business value by supporting clients to maximise Return-on-Automation projects & build their strategic IP within 90-days.
Consultancy
Supporting digital transformation projects through a combination of technology consulting and full implementation services.
System Integration
We combine deep domain expertise and understand the business challenges faced by the front, middle and back-office with intelligent automation (IA) and intelligent document processing (IDP) capabilities.
Intelligent Glue
Our philosophy is to work with clients existing infrastructure, connecting systems & data to deliver automation solutions that deliver genuine results and change.
Value
Our mission is to accelerate business value by delivering and implementing solutions within 90 days.
How We Work
Our dedicated team has extensive experience combining deep domain expertise with intelligent automation capabilities, successfully implementing data and automation projects.
We aim to deliver working solutions to projects within 90-Days
Domain Expertise
Supporting clients – our dedicated specialist team has extensive knowledge and experience in asset and wealth management and the private capital markets.
Automation Assessment
We carry out a full automation assessment to identify the priority areas of the business and the automation opportunities to ensure that they are correctly aligned to the core business strategy and the target operating model of the enterprise.
Data Strategy
We help to identify data requirements, extraction, cataloguing, storage, and governance required for the implementation of a successful data strategy. Typically, 80% of data is unstructured our engineers use technologies such as OCR, NLP, ML and NER for intelligent document processing, classification, and entity recognition for optimal outcomes.
Technology, Tools & Architecture
Supporting multiple applications - improving user experience and enabling faster solution implementation
Bespoke Solution Design
One size doesn’t fit all – our solutions are designed recognising businesses are unique.
Agile Delivery
Customer-centric - simplifying process decisions around incremental and iterative solution delivery.
Benefits & Outcomes of Intelligent Automation
Harnessing the tools, expertise, and infrastructure needed to turn data into actionable insights that drive growth.
Optimise Data-Driven Insights
Increase Operational Efficiency
Reduce Operational Risk
Enhance Client Experience
Improve Employee Satisfaction
Our Expertise
Alternative Asset Management
We provide technology consulting and implementation services to support digital transformation of Alts & Private Capital firms – from technology road map, solution design & implementation to ongoing support.
Private Banking and Wealth Management
We consult with and advise our clients on proposition development, client service, and business improvement using cutting-edge technology, providing a “digital skin” with AI, Automation, and RPA to give you a “best in breed” customised solution.
How We Think
Asset & Wealth Management - Core Themes And Challenges For 2022
The key themes which will have an impact on the investment community and technology into 2022.
Learn More Intelligent Onboarding report
Onboarding, too slow to scale your business? With automation it takes minutes. Discover how to put intelligence into onboarding.
Learn More Is your data ready for Digital Transformation?
The top five important factors to implementing a digital transformation plan and the value it can bring when trying to understand your data.
Learn More 
Asset Management
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...
Asset Management
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“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,...
Asset Management
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...
Case Studies
Private Equity
The Client: Private Equity with over $50bn AUM
The Problem: Identify and address the multiple processes that fall outside or between the COTS software in use, leading to business inefficiencies and holding back scalability.
The Solution: A rapid assessment enabled a full understanding of the client’s pain points and identification of several business-critical user cases, including the complex, multi-stakeholder new deal and fund allocation process.
The Outcome: Immediate benefit from the improved process orchestration, task management whilst enabling scalability.
Private Credit
The Client: Private Credit with over $20bn AUM.
The Problem: Labour-intensive, manual NDA and restricted list processes created compliance risk and slowed decision making.
The Solution: Initial Automation Assessment including workshops, interviews, and requirement gathering from end-users. Followed by the implementation of an Appian case management solution plus integration with the firm’s Azure database, allowing for full control of their data.
The Outcome: Our solution gave the firm complete control and confidence in their pre-trade compliance process, whilst considerably speeding up trade execution.
Renewable Assets
The Client: Large renewables fund.
The Problem: Rapid growth demands better asset monitoring and supplier management.
The Solution: TOM consulting, In-depth requirements gathering via workshops, interviews, and analysis of existing systems. Design of solution based on MS Azure/PowerApps.
The Outcome: High-quality system design co-created with the customer; high degree of buy-in from all stakeholders.
Data Warehouse & Reporting
The Client: Global specialist alternative assets and commodity investor & trader.
The Problem: Missing ‘one source of truth’ for senior management across multiple asset classes/business areas.
The Solution: After initial data assessment and requirements gathering, an MS Azure data warehouse ingesting data from multiple external and internal sources was implemented with reporting in PowerBI.
The Outcome: Real-time reporting for CEO and leadership team with confidence in data sources and data definitions.
Managed Service
The Client: Global Private Capital manager with over $100bn AUM.
The Problem: Number of Appian BPM applications requiring ongoing support and minor change to provide service to deal teams.
The Solution: Managed Service combining engineering support for maintenance, minor change, including test-based automation.
The Outcome: Swift response to user support and feedback based on SLAs.
Deal sourcing / data science
The Client: Multi-geography and sector private equity, over $30bn AUM.
The Problem: Supporting the investment team by leveraging data science to improve the sourcing of new deals and bolt-on acquisitions.
The Solution: Data scientist team worked alongside the client’s team to design and implement sourcing tool.
The Outcome: Better analytics for the deal to create a market-leading competitive edge; the beginning of a machine learning strategy.