Investment management firms continue to cultivate an environment of greater efficiency, as business owners seek innovative solutions using modern technology to transform the workplace. Firms are embracing RPA as a technical solution to improve process efficiency and strive to use RPA in combination with other modern technologies, including AI. The RPA vendor landscape has been rapidly developing, receiving a steady influx of capital, and showing strong future growth trends. Firms, both large and small, use RPA and they all share a similar story ─ that the ROI benefits of RPA are clear.
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Additional insights on
IT/Technology
Jan 05, 2026
2026 Outlook: AI Adoption – Rolling It Out Is Just the First Step
Article
The financial industry finds itself at a pivotal moment as artificial intelligence moves from a novelty to a necessity. Many investment management firms have adopted AI tools, ranging from chatbots and research assistants to enterprise-wide LLM deployments. But deployment alone rarely delivers meaningful returns.
Dec 03, 2024
Private Debt
Report
In this research, we examine how firms support private debt. We look at a variety of private debt solutions with capabilities that vary across the investment lifecycle, and also discuss industry trends and member challenges.
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