See how DHL Group orchestrates the enterprise with Bizagi
Asset Management Automation
Streamline operations across front, middle and back office asset management processes to boost efficiency, reduce risk and ensure compliance.
Broker, administrator, and market data arrive in different formats, preventing a single operational view.
Investment guidelines, disclosures and regulatory reporting separate from the operational workflow increase rework and risk.
Lack of consistency across cross-functional processes increases operational risk and delays case resolution.
Bizagi creates a coordinated process layer across your existing technologies, connecting systems, tasks and dependencies into one coordinated flow for better control, transparency, and agility.
Use AI Agents to triage service requests, client complaints and compliance queries.
Summarize prospectuses, meeting notes and regulatory updates into structured, actionable outputs.
Ground recommendations in investment guidelines, prior cases, client records and operational data.
Keep humans in control of material decisions, including suitability, investment restrictions and client communications.
Provide one process view across OMS, PMS, fund accounting, custody, CRM, document management and legacy systems.
Assign work by role, team, fund, asset class, workload, location, licensing or compliance certification.
Manage SLAs, escalations, four-eyes approvals, exception queues and end-to-end audit trails.
Give operations, compliance and client-service leaders real-time visibility into reconciliation breaks, settlement exceptions, and reporting deadlines.
Insight Investment created a Center of Excellence to give the team visibility of how knowledge and data move throughout the business.
Leading independent hedge fund administrator automates operations to deliver 25,000 cash movements per year.
Coronation standardized and automated workflows to minimize manual intervention, reduce errors, and improve turnaround times.
Combine intuitive workflows with generative AI that removes manual steps, streamlines decisions, and frees your people to focus on what matters most.
Add AI-powered process apps on top of existing systems and enable citizen developers to manage business apps with less IT support.
Build compliance into day-to-day operations with AI-enhanced oversight that monitors processes, detects irregularities and generates reports
Streamline customer journeys with AI-powered document intake, KYC checks and risk assessments.
Speed up service resolution with automated email classification and AI-generated draft responses.
Simplify compliance with automated data handling, auto-generated reports, and proactive risk management.
Turn unstructured meeting notes into structured data, then find and summarize insights, saving time and boosting productivity.
Review years’ worth of past data to find common causes of incidents and the best corrective actions.
Generate AI summaries of new prospectuses, reducing effort and enabling faster turnarounds for new trade or fund approvals.
Extract client instructions from PDFs and add them to the workflow directly.
Summarize differences in investment guidelines, saving time for portfolio managers and increasing accuracy.
Review documents and match individual provisions based on meaning.
See how the Bizagi platform helps asset management firms manage processes more effectively.
Justin Wood Senior Manager – Technology, Stone Coast Fund Services
Get strategic advice for transforming middle and back-office operations using modern apps, orchestration, and process automation.
Ian MacLeod
Head of Process Engineering, Insight Investment
Numerous investment management tasks can be automated, freeing investment managers to focus on activities where human expertise can bring more value.
AI in asset management enhances efficiency and ensures effective outcomes.
Investment banking can automate tasks that require large amounts of data analysis, helping people to complete tasks faster and make better decisions. Examples include:
- Market analysis
- Portfolio management
- Risk assessment
- Regulatory compliance
Automation will continue to be used to supportasset managers with back office processes, data collection and analysis so that they can shift their focus to strategy and relationship management.
Automation helps investment and asset management firms stay competitive by:
- Analyzing large volumes of unstructured data to help investment managers to identify opportunities and complete trades faster.
- Reducing manual, back offfice work to allow investment managers to focus more time on their clients.
- Allowing firms to handle larger volumes of assets or clients without proportionally increasing headcount.
Yes, Bizagi's integration layer allows you to access any data source via pre-built, native or bespoke connectors and APIs.
Want to learn more about our platform or need help using it? Get in touch.
