Did you ever wonder how to manage and match your client financials faster while ensuring precision? ?? Our Product Manager Anita Sztella Dobo shared her thoughts on the power of client matching and unlocking precise AUM and Flow attribution as a part of our Ask Aiviq series. Behind the scenes, Anita has been working on multiple Aiviq functionalities that allow leading asset managers enable smarter sales strategies and more accurate financial reporting, moving towards a truly client-centric approach to distribution. Swipe right to read more ?? #AskAiviqFridays #Data #AssetManagement #Product
Aiviq
软件开发
Creating clarity for the world's investment managers. Build a single view of client AUM & Flow with Aiviq.
关于我们
Aiviq is a data-driven fintech platform with industry-leading domain expertise at its core. How can investment managers grow assets or effectively service their revenue if they do not know who their clients are or how they make purchasing decisions? We address this challenge by forging disparate client investment information into enterprise-wide datasets that provide much-needed transparency on business performance for our investment managers — covering AUM, flow and revenue. Our innovative data and analytics platform helps the world's investment managers incentivise sales, analyse purchasing patterns, digitally service investors and meet financial reporting requirements. We combine market-leading technology with industry expertise to enable you to successfully stay ahead of the competition.
- 网站
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https://www.Aiviq.com
Aiviq的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- London
- 类型
- 上市公司
- 创立
- 2017
- 领域
- Asset Management、Client Data & Analytics、Cloud Architecture、Master Data Management、Assets, Flows & Revenue、CRM & Client Service、Client Book of Record、Hedge & Alternatives、Process Automation、Data Quality & Reconciliation、Sales Enablement和Risk & Finance Analytics
地点
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主要
GB,London
Aiviq员工
动态
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It's time for another Ask Aiviq Friday! ?? Choose the next topic for us to explore next week: ?? Question 1: What is the most effective approach to client segmentation and targeting in today's market? ???? Question 2: How can asset managers save time managing and matching client financials while ensuring accuracy? ?? Question 3: How can daily or weekly platform files with supplemental client look-through data be integrated with daily sales reporting? Cast your vote in the poll below, and next Friday, we will dive into the winning topic with insights from one of our experts! Got a question about data management, asset management, or our product functionalities? Drop us a message or comment and we will be sure to consider it for our upcoming polls. #AskAiviqFridays #Aiviq #Data #AssetManagement #Reporting
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As the asset management industry undergoes a digital transformation, with cloud-native technologies, AI, and big data at the forefront, staying competitive requires more than just keeping up - it’s about leading the change. Our Head of Technology, Pavan Cherlapelly, shared his insights on how organisations can optimise operations, manage complex data, and enhance client outcomes. Plus, he highlighted some of the innovative strategies we are implementing here at Aiviq. Read now ?? https://lnkd.in/d8p9_AxP #AskAiviq #AssetManagement #Technology #AI #BigData #Cloud
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This Friday, we are tackling the top question from last week - how we balance short-term client needs with our long-term product vision ?? We are proud to showcase the transparency and client involvement behind our prioritisation process, alongside insights from our Head of Product Luke Tones. Swipe to learn how we stay aligned with your needs while building for the future! ?? #AskAiviqFridays #Data #AssetManagement #Roadmap #ProductManagement
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If you missed the insights on Aiviq's Global Services from our Head of Operations Alex Murphy and Head of Customer Services Adrian Ryan, check it out in our latest newsletter edition ?? #Aiviq #AssetManagement #Data #GlobalServices #Distribution
Aiviq’s Global Services Expansion: Connectivity Across Regions for Asset Managers
Aiviq,发布于领英
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Aiviq转发了
Alpha's Sam Iles (Senior Partner, Head of Innovation | Branding, Creative, and Marketing Services) is contributing to Snowflake's AI Demo Day, airing tomorrow (October 24) at 1pm ET. Sam will discuss how Aiviq and Snowflake have partnered to support firms enhancing their GTM sales, marketing, and client service functions, leveraging Snowflake's Cortex Analyst AI functionality. Cortex Analyst delivers organized data analysis from plain text queries, helping firms more efficiently make sense of their often disparate and disorganized data sets. Sam will guide discussion on the common data challenges we see managers facing today and potential uplift provided in the strategic institution of more advanced AI-based tools. Additionally, Sam will walk the audience through a brief demo of the Aiviq x Snowflake offering, illustrating how managers may gain real advantage using tools of this nature. To learn more about Snowflake's AI Demo Day and to reserve your spot, please click here: https://lnkd.in/g8Xib63R #alphafmc #aiviq #snowflake #ai #data #investmentmanagement
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Wonder what's on the minds of our team this week? ?? Our 'Ask Aiviq' series will be diving into one of these key questions next week: ?? Question 1: What is the most effective approach to client segmentation and targeting in today's market? ?? Question 2: How does Aiviq balance short-term client demands with long-term product vision when prioritising the roadmap? ?? Question 3: How can daily or weekly platform files with supplemental client look-through data be integrated with daily sales reporting? Take a look at the options above and let us know which topic you would most like our experts to explore in-depth next Friday! Got a question about data management, asset management, or our product? Drop us a message or comment and we will be sure to consider it for our upcoming polls. #AskAiviqFridays #Data #AssetManagement #ProductRoadmap #Reporting
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You voted, we answer! ?? Our Head of Product Luke Tones has unpacked the complex world of trade splitting and match overrides in asset management. The reality? Manual processes are creating significant data blind spots that can dramatically impact operational efficiency. By closely collaborating with Finance and Distribution teams, we have uncovered critical design principles to improve trade splitting - comprehensive data integration, intelligent rule engines, advanced override management, and more. Swipe to read more and join our Ask Aiviq Friday series again next week, where you decide what topics our experts will answer! #AskAiviqFridays #Data #AssetManagement #Distribution
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The past few years have ushered in a remarkable transformation in the way Distribution teams perceive data management - what was once seen as a competitive edge has now evolved into a complex utility. This shift has increased the demand for ongoing services, prompting Aiviq to launch its Global Services, designed to provide a unified source of truth for asset management teams. This initiative ensures clients have a consistent view of their data, no matter where they are located ?? Today, we are excited to feature insights from our Head of Operations, Alex Murphy, discussing the operational strategies propelling our global expansion and maintaining efficiency across different time zones, along with perspectives from Adrian Ryan, our Head of Customer Services, on our talented team and the exciting plans we have to further enhance the customer experience. Read the full blog: https://lnkd.in/dPKb7QpD #Aiviq #AssetManagement #Data #GlobalServices #Distribution
Aiviq’s Global Services Expansion: Connectivity Across Regions for Asset Managers | Aiviq Insights
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