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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                        Jun 14, 2024
                        Vendor View: Leveraging Alternative Data and AI in Investment Management to Improve Performance
                                                    
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                                                                            As traditional data sources like company filings, stock price, and transaction volume have gotten over-analyzed and over-engineered, asset managers are increasingly shifting their focus to novel types and forms of data such as satellite images, credit card spend, website traffic, app usage, social media posts, geolocation, and news feeds to guide their investment strategies. This explosion in the volume of data, combined with the availability of cheap compute power and the rise of AI, has created an enormous opportunity for investment managers to lead their peers through an information advantage or risk being left behind. 
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                                                                            AI is reshaping the investment management landscape, and firms are engaging with it at vastly different speeds. Whether your organization is just starting to explore AI or actively experimenting, understanding your maturity and identifying a path forward is key.
This first part introduces a four-phase AI adoption model—Curious, Experimenter, Adopter, and Powered—then lays the groundwork for action. It explains what AI agents are, how they work in the context of investment operations, and where they're already delivering value. Through practical scenarios and real-world examples, it offers a clear framework for teams looking to move from ideas to informed next steps.
                                            
                            
            
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