See how DHL Group orchestrates the enterprise with Bizagi
Portfolio of 20 applications delivered
Cross-functional process digitized for greater business intelligence
Automating validations, price action trading and research invoicing
Transforming key processes in legal operations and financial closing
Orchestrate human work with better processes and apps, while automating business rules and data inputs to reduce manual steps and boost staff productivity.
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.
Build compliance into day-to-day operations to ensure procedures are followed, detect any irregularities and effortlessly generate reports.
Turn unstructured meeting notes into structured data, then find and summarize insights, saving time and boosting productivity.
Review years’ worth of past data to find common causes of incidents and the best corrective actions.
Generate AI summaries of new prospectuses, reducing effort and enabling faster turnarounds for new trade or fund approvals.
Extract client instructions from PDFs and add them to the workflow directly.
Summarize differences in investment guidelines, saving time for portfolio managers and increasing accuracy.
Review documents and match individual provisions based on meaning.
Ian Macleod, Head of Process Engineering, joins Bizagi CEO, Gustavo Gomez, to discuss how Insight Investment has utilized Bizagi to streamline operations, boost agility, and drive employee productivity.
Ian MacLeod
Head of Process Engineering, Insight Investment
Get strategic advice for transforming middle and back-office operations using modern apps, orchestration, and process automation.
Numerous investment management tasks can be automated, freeing investment managers to focus on activities where human expertise can bring more value.
AI in asset management enhances efficiency and ensures effective outcomes.
Investment banking can automate tasks that require large amounts of data analysis, helping people to complete tasks faster and make better decisions. Examples include:
- Market analysis
- Portfolio management
- Risk assessment
- Regulatory compliance
Automation will continue to be used to supportasset managers with back office processes, data collection and analysis so that they can shift their focus to strategy and relationship management.
Automation helps investment and asset management firms stay competitive by:
- Analyzing large volumes of unstructured data to help investment managers to identify opportunities and complete trades faster.
- Reducing manual, back offfice work to allow investment managers to focus more time on their clients.
- Allowing firms to handle larger volumes of assets or clients without proportionally increasing headcount.
Yes, Bizagi's integration layer allows you to access any data source via pre-built, native or bespoke connectors and APIs.
Want to learn more about our platform or need help using it? Get in touch.
