Investment Management: Transforming Data to Drive Growth

Data is the lifeblood of any modern investment management institution. In an industry filled with increased fintech competition, lower margins, and soaring customer expectations, investment management firms face marked pressure to eliminate operational efficiencies, lower cost structures, and boost automation. The key to all of these improvements? Data.

A company’s ability to unlock the true value of data is crucial for gaining—and sustaining—competitive advantage, especially as investment management leaders navigate a near-constant barrage of disruptive market forces and swift regulatory changes.

As CFOs increasingly step into a broader, more strategic role at investment management firms, finance—at the intersection of strategy, operations, and financial data—is uniquely positioned to help firms take advantage of data at scale and reap its many benefits. Indeed, finance is under more pressure than ever to serve as the data steward for the organization, and the speed and mind-boggling potential of AI only adds more urgency.

Still, AI can only deliver outputs as good as the data it’s provided. And without a future-ready data strategy, it will be impossible for finance teams within investment management firms to harness the full transformative potential of AI—or even tap the true value of their existing data.

Read on to learn how finance leaders in investment management can spearhead the charge and move their organization toward becoming truly data-driven.