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Delivering results across investment processes

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Portfolio of 20 applications delivered

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Cross-functional process digitized for greater business intelligence

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Automating validations, price action trading and research invoicing

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Transforming key processes in legal operations and financial closing

Transform investment processes

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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.

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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.

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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 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

Accelerating investment operations with AI

Engagement Management

Turn unstructured meeting notes into structured data, then find and summarize insights, saving time and boosting productivity.​

Incident Management Insight Analysis

Review years’ worth of past data to find common causes of incidents and the best corrective actions.​

Compliance Checking of Prospectuses

Generate AI summaries of new prospectuses, reducing effort and enabling faster turnarounds for new trade or fund approvals.​

Cashflow Instruction Attachment Processing​

Extract client instructions from PDFs and add them to the workflow directly.

Guideline Version Change Summarization

Summarize differences in investment guidelines, saving time for portfolio managers and increasing accuracy.​

Guideline Rule Search & Document Mark-up

Review documents and match individual provisions based on meaning.​

Webinar

AI & Automation in Action: How Insight Investment is Driving Efficiency

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.

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