Helix by HL的动态

?????????????????????? ????????????????????: ?????? ???????????????????? ???? ???????????????????????? ?????????? ???????????????????? 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

I had the pleasure of speaking with Louis Thompsett at FinTech Magazine on how FSI CIOs can build GenAI in their organizations and manage risk at the same time. While taking the leap to AI can be daunting, CIOs have plenty to gain by preparing their organizations for the emerging technology of today. ? Designing, building, and scaling GenAI can be done safely without having to sacrifice strategy and effectiveness. It all starts where every great transformation does — with the people and principles that drive our organizations forward. ? https://lnkd.in/eDFTtTs4

There is a growing recognition of the criticality of client documents and the need to move from merely being "data-rich" to being both "data-rich" and "information-rich". Our latest interview with Daniel Kenny, CEO and Kristian Borghesan, CMO of FutureVault explores how #DigitalVaults have developed from simple storage and basic functionality built for compliance and operations efficiency - now with the advancements of Artificial Intelligence (#AI) and Large Language Model (#LLM) technology - have evolved into a more comprehensive servicing and engagement tool that can quickly summarize documents, extract critical information, provide contextualized action items, offer actionable insights and analytics. This evolution can transform wealth management firms into delivering modern, high-touch wealth and advisory relationships through providing better insights, deeper engagement, and more value across all stakeholders and family members in the client relationship. We asked them questions to better understand how they developed their Digital Vault technology and where they see this technology going to power deeper advisor–client relationships and enable better holistic family financial outcomes. #financialservices #business #operations #engagement #innovation #AdvisorTech #FinTech #WealthTech #artificialintelligence #largelanguagemodels

AI-Driven Insights for the Future of Energy Trading: Are You Ready to Compete? In one of the most volatile markets, energy trading - staying competitive means staying ahead.?Revenue.AI?offers innovative tools to help traders navigate unpredictability, capitalise on opportunities, and adapt to the evolving landscape of energy trading. ?? Operational Integration Revenue.AI?enables seamless embedding of AI into daily workflows across risk management, middle office, and trading operations. This integration optimises short-term trade execution, predictive load forecasting, and real-time decision-making. ?? Data Quality and Integration With?Revenue.AI, traders can unify diverse data sources - ERP systems, third-party platforms like Bloomberg, and even unstructured web data. This ensures high-quality insights and precise price forecasting for a competitive edge. ??? Governance and Oversight Revenue.AI?supports robust compliance frameworks, enabling transparency, ethical AI usage, and secure management of sensitive data. Companies investing in AI literacy and oversight will future-proof their operations. ???Human-AI Collaboration Success in 2025 will depend on synergy between human expertise and AI.?Revenue.AI’s advanced tools empower traders to focus on strategic decisions, market nuances, and building critical relationships, while the AI handles real-time data analysis and process automation. Discover how?Revenue.AI?can help you navigate the future of energy trading:?https://lnkd.in/efhNZbTH #RevenueAI #EnergyTrading #AI #DataIntegration #TradingInnovation #FutureOfEnergy

The future of alternative investments depends on operational efficiency — particularly in data management and tech innovation: a recent survey of 230 institutional asset owners and asset managers, representing $10 trillion in AUM, reveals useful insights (in the carousel below). From another recent survey of 130 investors across a broader investment spectrum, it’s shocking to see that 44% of the market continues to rely on manual tools like Excel to aggregate and manage investment data, with an additional ~15% using BI tools (Tableau/PowerBI) which is still a manual, in-house effort. In contrast, the remaining ~40% partnered with 3rd-party tools, like Alterest, illustrating the industry’s trust in specialized solutions. As a seasoned, SOC2 Type 2 compliant platform, we stand at the forefront of this shift, offering effortless management of asset-based data, transaction modeling, and comprehensive reporting for internal, investor, and regulatory needs. Our software seamlessly integrates AI with a differentiated modeling layer to address asset verification, borrowing-base compliance, funding optimization, and portfolio management inefficiencies. Survey source: Clearwater

??Six enterprise capabilities are critical for successful digital and AI transformations. Rewired to outcompete: Six signature moves led by the C-suite can build organizations that will outperform in the age of digital and AI. From McKinsey & Company https://lnkd.in/dWPBuZzw Transformational value comes from careful and coordinated execution across all areas of focus. 1?? ?????????????????? ???? ?????????? ???????? ??????: Align senior leadership team on the vision, value, and road map for the transformation; reimagine business domains to deliver outstanding customer experiences and to lower unit costs. 2?? ????????????: Ensure that you have the right skills and capabilities to innovate and execute. 3?? ?????????????????? ??????????: Increase the metabolic rate of the organization by bringing business, operations, and technology together. 4?? ????????????????????: Make technology easier for teams to use so they can innovate at pace. 5?? ????????: Continually enrich data and make it easily accessible across the organization to help improve customer experience and business performance. 6?? ???????????????? ?????? ??????????????: Maximize value capture by ensuring the adoption and enterprise scaling of digital solutions and by tightly managing the transformation progress and risks. Take a look at the article "Smart Hospital: The AI Wave of Digital Transformation" https://lnkd.in/dh-mB2D3 #DigitalTransformation, #SmartHospital, #SmartClinic, #PatientCentered, #ValueBased, #DigitalFirst, #AIEnabled, #TechnologyAdvanced, #HyperConnected, #AI

It was a pleasure to participate in this year’s #WealthTech Connect event in Frankfurt and share my experiences on the topic of “Wealth Management in the Era of #GenAI”. Many thanks to the Fincite - Wealth Management Software team for the organization of such a cool and informative event. The question regarding #GenAI is not if or when it will transform Wealth Management. The question we need to be asking ourselves is how we want to leverage #GenAI to drive this #Reinvention proactively! Find out more here: https://lnkd.in/dgcUPgKz ? Here are some lessons learned from the Data & AI driven transformations our teams are accompanying: ? 1) What are the benefits and the risks of a #GenAI driven transformation? #GenAI is impacting multiple parts of the Wealth Management value chain through #Automation and/or #Augmentation. Find out more here: https://lnkd.in/dwJqWQD5 In order to deliver to the value promise of #GenAI, Wealth Managers need a solid Data Foundation, that covers properly the Data Management, Data Architecture, and Data Technology aspects and is aligned with applicable regulations. ? 2) What are Wealth Managers already doing today? Leading Wealth Managers are leveraging Data & AI to reinvent their business and operating models - e.g., help the Relationship Manager become more efficient and effective, serve clients more proactively, or automate complex operations processes. This Enterprise Reinvention leverages #GenAI, #MachineLearning, #DataAnalytics, and #Automation – accompanied by the reinvention on the workforce side. Find out more here: https://lnkd.in/d6k6sHTJ ? 3) Where can you start? Develop a realistic and value-based Data & AI strategy that delivers benefits aligned to the business and technology strategy of your firm. In parallel, experiment with out-of-the-box available #GenAI functionalities in your application landscape. Gradually develop foundational #GenAI capabilities that you can leverage across multiple use cases. And think in the direction of Specialized Language Models further to #LLMs to address your needs in a cost efficient and environment sustainable manner. The #WealthTech Connect 2024 was a great platform to discuss these and further topics. Many thanks to all the colleagues for the great presentations and discussions and to the organization team – Ralf Heim, Friedhelm A. Schmitt Paul Kammerer and Christian Paulus! ? #WTC24 #GenAI #WealthTech #Banking #CapitalMarkets #WealthManagement #ReInvention #Transformation #Innovation #Fincite Markus Bender Steven Fürth Thomas Dittmar Jens Kufer Christian Altrock Christian T?lkes Lukas K?lbl Christian Reichlin Wolfram Wendebourg Martin V. Alfons Rensmann Markus Heyen Dr. Nils Beier Friederike Soennecken Markus Boehme Michael Werder Dr Daniel Kobler Felix Hauber Christian Bohr

Here's how advisors can ease skepticism and also better understand AI's benefits: 1?? Start using AI in daily tasks: Use ChatGPT to draft emails or LinkedIn posts, and tools like Perplexity.ai to research news and market trends. 2?? Evaluate how AI fits your workflows: After a few weeks, assess where AI adds value in your processes and see if it’s worth further investment. 3?? Explore advisor-specific AI tools: Look for solutions that automate the ways you’re already using AI, focusing on compliance and security. If nothing fits, consider custom AI implementations (working with someone like us ??) 4?? Stay curious and keep experimenting! AI is evolving rapidly. Staying engaged is key to make sure you don't fall behind. I think the worst thing advisors can do is ignore AI until fall far behind. I think the second worst thing they can do is jump into it with no plan or understanding of how it works, and start blindly signing up for the "AI for Advisor" software startups.

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

Calling all Buy Side executives, if you haven't taken a look at the 2025 InvestOps Report it's well worth a read. Compiled from the input of more than 200 senior executives across the globe, it includes some insightful findings, for example: - Increasing operational efficiency is the no. 1 strategic priority - A defined need to get a firm wide view of investments, risk and performance - 75% of respondents recognise the transformative potential of AI but need more information to integrate it into their investment processes Plus a whole load more. Let us know what you think...what's hot on your agenda?