Ben Sher的动态

Dasseti CEO & Founder Wissem Souissi summarizes last week's panel discussion: The Growing Impact & Influence of Technology in the Private Equity Industry in the latest blog. Highlights include: ?? Data Management is Key: As private equity firms scale and diversify, the volume of data has exploded. Tech solutions are helping firms standardize and process data more efficiently, driving smarter, data-driven decisions. ?? AI and Automation: AI is revolutionizing PE by automating manual tasks, enhancing due diligence, and providing predictive analytics for better risk management and decision-making. ?? Efficiency & Scalability: SaaS solutions are enabling firms of all sizes to streamline operations, allowing teams to focus on high-value tasks like deal-making and portfolio management. ?? Challenges to Adoption: Resistance to change and cybersecurity concerns remain hurdles, but the benefits of technology—better returns, efficiency gains, and enhanced insights - are pushing firms to adapt. ??The Future is Digital: The consensus is clear - AI and digital tools will continue to transform private equity, offering immense opportunities for growth and competitive advantage. Exciting times! #PrivateEquity #AI #DigitalTransformation #FinTech #DataAnalytics #Automation #Investment

?????????????????????? ????????????????????: ?????? ???????????????????? ???? ???????????????????????? ?????????? ???????????????????? Technology isn't just changing how we invest – it is revolutionizing how the entire #AssetManagement ecosystem operates. From front office to back office, digital transformation is eliminating friction points and creating unprecedented operational efficiency. Real-time #PortfolioManagement systems are breaking down traditional silos, enabling seamless data flow across investment operations. These systems now connect directly with risk analytics and compliance monitoring, creating a unified investment operations platform. What is particularly exciting is how #AI and automation are transforming middle-office functions. Tasks that once required days of manual reconciliation can now be completed in minutes, with greater accuracy and comprehensive audit trails. Machine Learning algorithms are automatically flagging data anomalies and potential operational risks before they impact performance. The result? Asset managers can now scale their operations without proportionally increasing operational complexity or risk. This #TechnologicalEvolution is enabling firms to focus more resources on alpha generation and client service, rather than operational overhead. Most importantly, these advances in operational infrastructure are creating more resilient investment operations, better equipped to handle market stress and evolving regulatory requirements. Where has your digital transformation journey led, and what operational horizons are you still eager to explore? #SCXHoldings #SCX #StrategicCapitalExchange #StrategicCapitalXchange #FinancialPlanning #InvestmentStrategy #WealthManagement #InvestmentSuccess #Innovation #FinancialInnovation #CapitalManagement #TechInFinance #StrategicSolutions #FutureOfFinance #DigitalTransformation #Fintech #BusinessGrowth #MachineLearning #InnovativeSolutions #NextGenFinance #FinancialServices #InvestmentOperations #DigitalTransformation #Technology

CFOs: Navigating the Tech Landscape of 2025 One of today's pressing challenges for CFOs is handling the rapid incorporation of digital and AI technologies into financial processes. Fact: Collaborations between CFOs and CIOs are now critical in driving future-proof strategic technology investments, seamlessly aligning with business goals. The benefit lies in leveraging trends like Generative AI to enhance decision-making and efficiency while mitigating risks. How are you preparing for these changes in your organization? Share your insights below! Engage with us.

The world is facing challenges in People, Planet and Profit, and UK companies are falling behind in terms of growth, revenue, sustainability and profitability. But there's hope on the horizon as a new team emerges at the 2024 Private Equity Awards. Introducing Intelligent Enterprise Partners, a pioneering consultancy that specializes in transforming businesses using advanced data analytics and artificial intelligence. Our proprietary methodologies like our Intelligent Enterprise framework and Design for Change?? (D4C) help drive not only business transformation but also cultural shifts towards continuous improvement. Our adaptable strategies aim to enhance operational efficiencies and accelerate growth, positioning us as a crucial ally for PE-backed corporates looking to harness AI for sustainable success in the complex modern business landscape. We believe AI presents massive opportunities for business transformation, and we're excited to help our clients achieve success. If you want to make your business faster, more agile, and intelligent to become more competitive, please reach out to me, Tom Swanson or Stuart Fotheringham at Intelligent Enterprise Partners LLP. Let's work together to transform your business for a better future!

The Office of Finance is expected to drive more strategic value while navigating AI advancements, talent shortages, and shifting market conditions. A connected tech ecosystem is key to navigating these changes. Join Visual Lease experts Joe Fitzgerald and Bill Harter, MBA for a webinar where they’ll share expectations for finance technology trends in 2025. Key takeaways include: - Emerging trends and challenges in the financial landscape - Leveraging technology to stay ahead and drive long-term success Save Your Spot Below! https://lnkd.in/eawQm6Rq

We understand the importance of staying ahead in an ever-evolving world. That’s why we’re embracing the power of AI to deliver smarter insights, more precise strategies, and faster solutions for our clients. By integrating cutting-edge technology, we’re not just keeping pace—we’re helping our clients leap ahead of the competition. ???? But while technology is transforming how we work, it will never replace what truly sets us apart: the personal touch we bring to every transaction. M&A is not just about numbers; it’s about people, relationships, and trust. That’s why we’re committed to blending innovation with a human-first approach, ensuring our clients receive exceptional, tailored guidance every step of the way. ??? We’re excited to continue leading with both innovation and heart. Here’s to the perfect balance of technology and the human connection that defines the RWT Growth experience. #InnovationWithHeart #AIAndHumanTouch #RWTGrowth #MergersAndAcquisitions

The Office of Finance is expected to drive more strategic value while navigating AI advancements, talent shortages, and shifting market conditions. A connected tech ecosystem is key to navigating these changes. Join Visual Lease experts Joe Fitzgerald and Bill Harter, MBA for a webinar where they’ll share expectations for finance technology trends in 2025. Key takeaways include: - Emerging trends and challenges in the financial landscape - Leveraging technology to stay ahead and drive long-term success Save Your Spot Below! https://lnkd.in/e3hgr_wU

CIO, CDAO, CTO Part 3 6. Shared Goals CIO: Optimizing internal IT operations and ensuring alignment with business goals. CDAO: Extracting actionable insights and driving AI innovation. CTO: Positioning the organization as a technology leader through innovation. Relationship: These roles must collaborate to balance operational stability, data-driven decision-making, and technological innovation, ensuring the organization is both efficient and competitive. Summary of the Relationship Aspect CIO CDAO CTO Primary Focus IT operations, infrastructure, and security Data strategy, analytics, and AI innovation Technology innovation and R&D Collaboration Areas IT infrastructure, security, and scalability Data pipelines, AI models, and governance Product development and emerging tech Outcome Operational efficiency Data-driven decision-making Market competitiveness The CIO, CDAO, and CTO must work in tandem, with the CIO providing the technological foundation, the CDAO driving value from data, and the CTO focusing on innovation and competitive differentiation. Clear communication and alignment are essential for their collaboration to drive organizational success.

I’m excited to share insights from our new white paper, 'The Future of Wealth is Here.' Did you know that 86% of Canadian wealth management executives agree that streamlining and automating advisor workflows is a core priority? With the generational wealth transfer underway, this is even more apparent, driving the need to improve client engagement and increase productivity. One way to achieve this: AI. Explore additional strategies to thrive in this evolving landscape.