Quantcast

Delivering results across investment processes

insight_investment_logo.jpg

Portfolio of 20 applications delivered

stone_coast_logo.jpg

Cross-functional process digitized for greater business intelligence

coronation_logo.jpg

Automating validations, price action trading and research invoicing

Hannon_Armstrong_logo.png

Transforming key processes in legal operations and financial closing

Transform investment processes

Rocket icon

Transform and optimize back-office operations

Orchestrate human work with better processes and apps, while automating business rules and data inputs to reduce manual steps and boost staff productivity.

rocket-48.svg

Accelerate innovation with existing resources

Adapt current systems to support organizational change by adding a layer of agile process apps and enabling citizen developers to manage business apps with less IT support.

Rocket icon

Manage risk and compliance with built-in visibility

Build compliance into day-to-day operations to ensure procedures are followed, detect any irregularities and effortlessly generate reports.

Bizagi Automation in investments

Investment management

Increase transparency, strengthen risk control and improve efficiency across processes.

Product & service management

Gather and analyze market data to tailor product offerings to meet client needs.

Fund administration

Standardize processes to improve accuracy and boost efficiency.

Compliance

Build in checks to ensure adherence to industry regulations and a reliable audit trail.

Accelerating investment operations with AI

Automate routine work

Create reusable AI agents to efficiently complete simple tasks such as managing client requests.

 

 

Accelerate information processing

Quickly summarize lengthy documents such as compliance changes or regulatory filings to extract key information.

Make better, faster decisions

Use conversational analytics to surface insights that inform decisions such as trading approvals and client requests.

Bizagi is the foundation, reducing operational risk by guiding staff through complex processes and handing off work reliably.”

Ian MacLeod
Head of Process Engineering, Insight Investment

Enabling end-to-end visibility at Insight Investment

3 Key Strategies for Modernizing Investment Management Operations

Get strategic advice for transforming middle, and back-office operations using modern apps, orchestration, and process automation.

investment_ebook_mockup.png

Ready to talk?

Want to learn more about our platform or need help using it? Get in touch.