毕马威 -投资管理：转化数据驱动增长 Investment Management Transforming Data to Drive Growth

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FinancialExecutiveScorecard

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Perod2020Qet

ReNenYue

105.3M

INTELLIGENTFINANCE

InvestmentManagement:

TransformingDatatoDriveGrowth

Sixbestpracticesforafuture-readydatastrategy.

TableofContents

Introduction3

UnifyandContextualizeDataforaSingleSourceofRich,Real-TimeTruth5

BuildaRobust,ExtendedDataEcosystem8

DemocratizeIn-the-MomentInsightsWithoutCompromisingDataIntegrity

10

SpeedDecision-MakingbyAllowingThoseClosesttotheBusinesstoGovernData

12

MaintainaFuture-ReadyPosturewithEmbeddedAIandAdvancedAnalytics

14

PartnerforaSmoothDeployment

16

Conclusion

17

InvestmentManagement:TransformingDatatoDriveGrowth|2

Introduction.

Dataisthelifebloodofanymoderninvestmentmanagementinstitution.Inanindustryfilledwithincreasedfintech

competition,lowermargins,andsoaringcustomer

expectations,investmentmanagementfirmsfacemarkedpressuretoeliminateoperationalefficiencies,lowercoststructures,andboostautomation.Thekeytoalloftheseimprovements?Data.

Acompany'sabilitytounlockthetruevalueofdataiscrucialforgaining—andsustaining—competitiveadvantage,especiallyasinvestmentmanagementleadersnavigateanear-constantbarrageofdisruptivemarketforcesandswiftregulatorychanges.

Takingnimble,sure-footedactioninthisrapidlyevolvinglandscaperequires

leaderstohaveaccurate,accessible,decision-readydataattheirfingertips.Butthat'soutofreachformanyinvestmentmanagementfirmsbecausethey're

burdenedwithcomplexdataarchitecturesanddatasiloedacrossmultiplelegacysystemsandbest-of-breedapplications—aswellasininconsistentformatsandvaryinglevelsoftransactiondetail.

AsCFOsincreasinglystepintoabroader,morestrategicroleatinvestmentmanagementfirms,finance—attheintersectionofstrategy,operations,andfinancialdata—isuniquelypositionedtohelpfirmstakeadvantageofdataatscaleandreapitsmanybenefits.Indeed,financeisundermorepressure

thanevertoserveasthedatastewardfortheorganization,andthespeedandmind-bogglingpotentialofAlonlyaddsmoreurgency.

AccountingandFP&Ateamswithintheinvestmentmanagementindustry

arealreadydevelopingAlandmachinelearning(ML)usecasestoassistwith

everythingfromduediligenceandcompliancecheckstotouchlessinvoice

processingandjournalanomalydetection.Al-empoweredaccountingprocessescanalsoexpeditethecloseprocess,identifyemergingtrends,andenhance

strategicdecision-making,ultimatelyempoweringinvestmentmanagementfirmstodriveevenmorevalueacrosstheorganization.

Still,Alcanonlydeliveroutputsasgoodasthedatait'sprovided.Andwithoutafuture-readydatastrategy,itwillbeimpossibleforfinanceteamswithin

investmentmanagementfirmstoharnessthefulltransformativepotentialofAl—oreventapthetruevalueoftheirexistingdata.

InvestmentManagement:TransformingDatatoDriveGrowth|3

InvestmentManagement:TransformingDatatoDriveGrowth|4

It'sclearthatinvestmentmanagementfirmsmustevolvetothrive,andmany

havealreadystartedthejourney.AccordingtorecentKPMGresearch,the

majorityoftop-performingorganizationsarefocusedonnotonlyoperationalizinginternaldatabutalsoonintegratingexternaldatatoenablereal-timeinsights

anddrivefinancetransformation.Moreover,theyrespending2x-3xmoretimeondataanalyticsanddecisionsupportthantheindustryaverage.

Tocontinuemovingforward,leadersneedtoditchadhocfixesand“liftand

shift"solutionsinfavorofacleardatastrategyandaflexibleplatformthat

canoperationalizedata,ensureeasyaccesstoallrelevantstakeholders,and

maintainsecurityandprivacy.Leadersalsoneedtomovebeyondcumbersomefixedaccountingkeysthathinderinsightandfailtokeepupasbusinessevolves.

Readontolearnhowfinanceleadersininvestmentmanagementcanspearheadthechargeandmovetheirorganizationtowardbecomingtrulydata-driven.

Theinvestmentmanagementworldisfacing

greatervolatilityandcomplexity,justascustomersexpectsimpler,morepersonalizedexperiences.

Tomanageitall—toanticipateconsumer

behaviorandsupportgrowthwhilecontinuingtoprotecttheirbusiness—financeleadersneedamultidimensionalviewoftheirbusinessand

data-driveninsightsthathelpthemremainagile.

JimGahagan

SeniorIndustryDirector,FinancialServicesSolutionMarketing,

Workday

Today'svolumeandvarietyofdatacreatesa

pressingneedtobuildastrongcultureofdatain

investmentmanagementfirms.Sortingthroughthedataproblemcreatesasignificantandlong-lastingstreamofbenefits.

KarimHaji

GlobalHeadofFinancialServices,KPMGUK

45%

offinancialservices

executivescitedata

qualityandavailabilityto

leveragedataas

theirbiggest

challenge¹

Unifyandcontextualizedataforasinglesourceofrich,real-timetruth.

Getitdone.

Investmentmanagementfirmsneedatruecloudarchitecturethatbrings

togetheralloftheirfinanceandoperationaldatawhilemaintainingthedatasfulldimensionality.Transactionsmadeinoneareashouldbeimmediatelyreflectedinotherareaswithnoneedfordatareconciliation.

Lookforasolutionthatingestsandenrichesdatafrombusinesstransactions

andtransformsitintoaccounting.Withasingledatahubthatincludesall

actualswithrichdimensionalityandblendedoperationaldetails,investment

managementfirmscaneasilydrillthroughtosourcedata,resolvevariances,andmakecorrections.Andratherthantoggleamongthegeneralledger,spreadsheets,andbusinessintelligencetools,leaderscananalyzetheirbusinessfromthecoreaccountingsystem.

Toenablereal-timeanalysis,investmentmanagementfirmsalsoneedaplatform

thateliminatesafixedaccountingkey.That'sbecauseastatickey—onethat

requiresmanuallymovingdatafromsystemtosystemandfocusesonsummarizingdata—fundamentallyerodesthedataanddimensionalityneededtoplan

predictively.Tomoveforward,firmsneedaflexibleanddynamicapproachthatkeepsdataintactandinthehandsofaccounting,deliveringunmatchedgranularinsightintothesystemofrecordthat'spoweredbyasingleanalyticalengine.

Whenitcomestogeneratingreal-timeinsightsintoprofitability,spend,liquidity,andmore,investmentmanagementfirmsneedunified,multidimensionaldata.Therightapproachmeanslessreconciliation,redundancy,andsystem

maintenance—andmore-secureaccesstohigh-qualitydatathatcanhelpmoneymanagersminimizeriskandpromotebetterdecision-making.

Whyitmatters.

Themoredetailedthedata,themoreyouunderstandwhat'shappeninginyour

businessandthedeeperinsightsyoucansurface.Butlegacysystems,designedtoautomateandsimplifyfinancialreporting,tendtosummarizetransactionaldata,leavinglittleornoinformationfromtheoriginaltransaction.Astheaccounting

processunfolds,thedataisstrippedofitstransactionaldetails,leavingjustthebalancestobestoredbyanaccountingkey.

Atthesametime,pullingdatatogetherisnotrivialtask.Investmentmanagementtfirmsoftenhavecomplexlegacysystems,andmergersandacquisitions—a

commongrowthdriver—aswellasbusinessunitorgeographicpreferencesmayaddevenmoreoperationalsystemstothemix.Andwhenaccountingteams

augmenttheserigid,linearsystemswithdatawarehouses,businessintelligencesolutions,andreportingtools,thedizzyingcomplexityofthefirmsdata

architectureonlyincreases.

Thiscomplexpatchworkrequiresconsiderableeffortfordatareconciliation,delaysproduct-lineprofitabilityreporting,slowsdowndecision-makingandreactionstoexternaleconomicconditions,andexposesthebusinesstoriskassociatedwithdataduplication.What'smore,becauseonlybalancesarestoredbytheaccountingkey,thedatatendstolackthelevelofdetailordimensionsandattributionsthat

accountingteamsneedforcomprehensiveandtimelyanalytics.

InvestmentManagement:TransformingDatatoDriveGrowth|5

InvestmentManagement:TransformingDatatoDriveGrowth|6

63%

offinanceleaders

acknowledgethat

theircompany'sdatais

somewhator

completelysiloed²

77%

offinancialservices

executivesfeelthat

reconcilingdataissues

requiressignificanteffort³

KPMGinsight.

Becauseinvestmentmanagementfirmsoperatemultiplesystemswithincomplexregulatoryframeworks,anaccountingcenter

solutionactsasacentralizedplatformthatintegratesthese

disparatesystems,ensuringdataconsistencyandaccuracyacrosstheinstitution.Thisintegrationiscrucialforprovidingaunified

viewoffinancialoperations,simplifyinginternalprocesses,andenhancingthereliabilityoffinancialreports.

Workdayhasastrongintegrationframework.

Thishasallowedustoautomateanumberofkeybusinessinteractionsthatwerehistoricallymanualandincreasethetimelinessofmanagement

informationandthereliabilityofkeyprocesses.

TimPerkins

HeadofCorporateTechnology,ManGroup

InvestmentManagement:TransformingDatatoDriveGrowth|7

HowWorkdaycanhelp.

Workdaybringstogetheryourfinancialandoperationaldatainanintelligent

datacore,usingthepowerofWorkdayPrismAnalyticstoenableinvestment

managementfirmstoingest,transform,and—whenneeded—createaccountingdatafromanysourcewhileprovidinggreatercontroloverdatamanagement.

Withbusinesstransactionsintegrated,WorkdayAccountingCenterautomaticallytransformsthedataintodetailedaccounting,summarizesit,andpostsittothegeneralledger,speedinguptheaccountingcreationprocessanddeliveringa

completeandmultidimensionalviewofthebusiness.Withallofthishappeningintheintelligentdatacore,Workdaygreatlyreducesthenumberoffeedsand

reconciliationnecessaryforreportingandanalytics.nvestmentmanagementfirmscaneasilyingesthighvolumesofoperationaldata,addsimpleorcomplexcalculationstoenrichthatdatainthesystemofrecord,createassociated

accounting,andproviderichanalyticsandvisualizations—allwhileremainingconnectedtothegeneralledger.

Accountingandreportingareperformedin-memory,whichreducesthetime

spentwaitingforbatchprocessesorrunningreconciliations,givingyouaviewofconsolidatedresultsatanypointintheperiod.

Executive

·Executivedashboards

·Managementreporting

·Managementreporting

·Costandprofitability

·Industry-specific

FP&A

·Forecasting

·Planvsactuals

·Varianceanalysis

Frontoffice

Portfolio

accounting

(15systems)

Trading

(10systems)

Treasury

(5systems)

Marketdata

(5systems)

Detailed

accounting

journals

Summariezdjournals

General

ledger(GL)

Ingest

and

enrich

Reporting

and

Accountingrules

engine

analytics

Workdaydatafoundation

◀……Datalineageanderrorhandling/Reportingdril-back/Always-onauditandcontrols……▶

TruecloudScalable·Elastic·Perfomant·Available·Continuousdeliveryofinnovation·Singleversion·Singlesecuritymodel

Controller

Audit

Treasury

·Financialstatements

·Statutoryreporting

·Adhocanalysis

·Narrativereporting

·Always-onaudittrail

·AuditandSODanalysis

·Segregationofduties

·Cashmanagement

·Cashforecasting

·Bankreconciliation

·Settlement

Buildarobust,extendeddataecosystem.

Getitdone.

Togetthemostfromtheirdata,investmentmanagementfirmsneedto

securelybringitalltogether—andthatmeansallhistoricalandallnewdata.

Amodernfinanceplatformshouldblendinternalandexternaldatatodelivera

multidimensionalviewofthebusiness.Itshouldseamlesslyintegratereal-time

financialtransactionsandhistoricaldatafromlegacysystems,inadditionto

operationaldatafromindustry-specificorhomegrownsolutions.Andtheplatformshouldbeabletogobeyonddataintegrationtoenrichbothinternalandexternaldataandtransformitintoaccountinginthesystemofrecord—ownedand

managedbytheaccountingteam.

Equippedwiththisdatahub,investmentmanagementfirms'financeteamscanofferexecutivesanddecision-makersaricher,multidimensionalviewofthe

business;centralizerelevantinformationtoreducereconciliationsandstreamlinecoreaccountingprocesses;andrespondquicklytonewbusinessneedsand

questions,allwhilemaintainingconsistentsecurityanddataintegrity.

TherightdatastrategyalsoallowsinvestmentmanagementfirmstodeliverhugevolumesofdatasignalstoAl-enabledsystemsthatcanreducefriction,speedupaccountingprocesses,detectanomalies,anddeliverrecommendations.

Whyitmatters.

Datavolumesaregrowingexponentially,drivenbyrisingbusinesscomplexity,

newregulations,andtherelentlesspursuitofmoregranularanalysistogaina

competitiveedge.Withinthisshiftinglandscape,investmentmanagementfirmsareexpectedtoharnessthevalueofdatatomakeinformedinvestmentdecisionsanddeliversuperiorclientoutcomes.

Butthisendlessneedforbetterandmoreup-to-dateinformationmeansrapidlygrowingmountainsofdisparatedataforinvestmentmanagementfirms.

What'smore,thesedatasourcesareoftenunstructuredanduncodified—infact,MIT'sSloanSchoolofManagementestimatesthatasmuchas90%oforganizationaldataistrappedinunstructuredformats⁴—makingitdifficulttotransformandintegrate,exacerbatingadilemmaforfinanceteamstryingtogleanvaluableinsights.

Astheyconfronttheseoverwhelmingdatavolumes,manyfirmsconvertonly18monthsorfewerofhistoricaldatawhentheymovefromtheiron-premisesystemtothecloud.Andfrequently,thedatathatisconvertedmaintainsonlysummary-levelinformationinthegeneralledger,limitingusers'abilitytofullyreportandanalyzehistoricaltrends.

KPMGinsight.

Anaccountingcentersolutionhelpsensurethatfinancialdata

acrossafirm'soperationsisprocessedandreportedaccurately

andincompliancewithfinancialreportingstandards.Thesolutioncentralizesfinancialoperations,makingiteasiertoadapttoandcomplywithregulatorychangesandaudits.

InvestmentManagement:TransformingDatatoDriveGrowth|8

HowWorkdaycanhelp.

WorkdayPrismAnalyticsisadatahubbuiltdirectlyintothesystemofrecordthatletsinvestmentmanagementfirmsseamlesslyandsecurelyblendanydatasource—includingexternalandthird-partydata—withtheirtrusteddataalreadywithinWorkday.Bringingtogetherdatafromtheirentiredataecosystemhelpsinvestmentmanagementfirms

surfaceinsightsfromdisparatedatasourcestomakebetterdecisionsanddriveoptimalperformance.

Forexample,financeteamsatinvestmentmanagementfirmscan:

·Sliceanddiceinvestmentportfoliosbyvisualizingallportfoliodatasourcesinanintuitive,drag-and-dropenvironment

·Blendyourfinancialdatawithexternalinvestmentaccounting

informationandexternalforeignexchangehedgingdetailsinasingletreasurydashboardfortimelyvisibilityintoall

prior-dayandcurrent-daycashpositionsacrossinvestmentmanagementfirms

·TaphistoricaldatatodevelopatrendedP&Lreporttorun

varianceanalysis,meetregulatoryrequirements,andidentifycorrelationsandtrends

Customersuccess:FranklinTempletonstreamlinesfinancialsystems.

With$1.4trillioninassetsundermanagement,FranklinTempletonisoneofthe

world'slargestassetmanagers.Managingoperationsonsuchascalerequiredanintegratedsolutionbackedbydata.Tounifyitsfinancialsystems,alignthesystemswithHR,andmanagedatafromintegratingacquisitions,FranklinTempletonturnedtoWorkday.

FranklinTempleton'sfinanceteamcannoweasilyreviewdataandcreatereports

aspartoftheflowofbusiness.TheteamrealizeshugetimesavingsandincreasedefficiencywithAlandMLcapabilitiesandcanmoreeasilychoosewhentoinvestintheproductsthatwillimproveoperationalperformance.

BydeployingWorkdaysolutions,FranklinTempleton:

·Saved125hoursofmonthlyeffortonroutinework

·Reducedintegrationschedulesfrom1,000+tofewerthan200

·Unlockedbetter,fasterdecision-making

Workdayhasenabledustodoroutinework

moreefficiently.Thatfreesusuptodothe

nextacquisition,toworkonthenextbusiness

strategy,toprovidebetteranalyticalworkto

ourbusinesspartners.

EVP,ChiefAccountingOfficer,FranklinTempleton

InvestmentManagement:TransformingDatatoDriveGrowth|9

Democratizein-the-momentinsightswithoutcompromisingdataintegrity.

Whyitmatters.

ManyfinanceteamsarestuckworkinginlegacysystemsthatseparatedataandBItools,requiringuserstoconstantlyportdatabackandforth.Thisslowsanalysis,createsopportunitiesforerror,andpreventsanyonewho’snotanITexpertordatascientistfromgeneratinghigh-valueinsightsontheirown.

Aunifiedsourceoftruthdemocratizesdataanalyticsandempowersthewhole

workforcebyputtingintuitivetoolsatitsfingertips.Withtherightsolution,financeteamsandbusinessunitusersalikehaveeasyaccesstotherightinformationsotheycananticipatechangeandactquicklytoseizeopportunity.

Butdemocratizingdatamustbeexecutedwithinasophisticatedsecuritymodel,

ensuringthatthedataisaccessibletoonlytherightpeopleandfullyauditable.Everytransactionneedstobetrackedandeveryactionloggedtopreserveunimpeachableaudittrails—allwithoutslowingsystemperformanceorcreatingmorework.

Getitdone.

Tograntpeopletherightlevelofpermission,investmentmanagementfirmsneedasolutionwithaconfigurablesecuritymodelbasedoneachindividualuserandappliedtoeveryfieldofeverydetailrecord.Toolssuchasroles,securitygroups,andbusinessprocessconfigurationsshouldbeavailabletoenforcesecurity

protocols,whileadetailedaudittrailshouldrecordeverysystemmovementwithuseridentitiesandtimestamps.

Therightplatformshouldalsousethesameaccessmodelacrossuserinterfaces,APIs,andintegrationstoeliminatethe“backdoor”accessthatcausessignificantsecurityriskinlegacysystems.

Individualizedpermissionsandsecureaccesspointsmeanthateveryonewithin

aninvestmentmanagementfirmcanaccessinsightsinawaythatmakesthemostsensefortheirneeds,whilesignificantlyreducingtheriskofsecuritybreachesanddataleaks.

Customersuccess:AcceleratingdigitaltransformationatManGroup.

GlobalinvestmentmanagementfirmManGroupwaslookingfor

technologytoenablestandardglobalprocesses,supportitsgrowthtrajectory,anddeliverinnovation.

Bybringingtogetheritsfinance,financialplanning,andHRprocessesinasinglesecuresystemwithWorkday,thefirmnowrestsassuredthatoneversionofdataflowsthrougheveryprocess,speedingupandimprovingtheaccuracyofreportinganddecision-making.

“

OnemassivebenefitofWorkdayisthatsomeone

withabsolutelynocodingorITbackgroundcan

quicklyteachthemselveshowtointegratedatasetsandpullmeaningfulinformationfromthem.

ThomasRees

WorkdayFinancialsProductOwner,ManGroup

InvestmentManagement:TransformingDatatoDriveGrowth|10

InvestmentManagement:TransformingDatatoDriveGrowth|11

HowWorkdaycanhelp.

Consistentsecuritymodel:TheWorkdaysecuritymodelenablesuserstoseeonlywhattheyresupposedtosee.Asorganizationalanddatastructureschange,Workdayautomaticallyupdates

reportstoreflectthechanges,helpingyoutomovefastwhilekeepingyourstakeholdersinformedandyourdatasecure.

OfficeConnectMicrosoft"Excel"add-in:WithWorkday,you

cancreate,share,andmaintainliveandsecuredgeneral

ledgerreportsinadesktopspreadsheetexperiencewiththe

OfficeConnectMicrosoftExceladd-in.Thishelpsyouquickly

analyzefinancialdataanduseWorkdaybusinesslogic,such

asconsolidationandtranslation,infinance'smostnatural

workspace.OfficeConnectusesadrag-and-dropexperiencethatallowsyoutoperformmultidimensionalfinancialanalysiswithminimaltrainingwhileensuringdataintegrity.

Contextualanalytics:Byconnectingreportingandanalyticsdirectlywithtransactions,Workdayprovidesanalyticswithinthecontextofworkflowstohelpusersmakemoreinformeddecisions.Forexample,notificationsaboutcustomerinvoicesincludeanaginganalysisfortheaccount,andexpensereportsincludeanalyticsabouttheemployee'spriorreports.

KPMGinsight.

Withaunifieddatamodel,investmentmanagementfirmscanmoreeasilyapplyadvancedanalyticsandbusinessintelligencetools,enablingdeeperinsightsintofinancialperformance,

trends,andanomalies,andhelpingmanagementmakeinformeddecisionsmorequickly.

Speeddecision-makingbyallowingthoseclosesttothebusinesstogoverndata.

Whyitmatters.

Insiloedlegacysystems,everytoolhandlesonlyasmallportionoftheoverall

process.Asaresult,investmentmanagementfirmsoftenuseclunkyintegrationstoextractdataandpostittothegeneralledger.

Thisdisparatetechnologycreatesacomplicatedtechnicallandscapefilledwith

multipleERPsystems,ETLtools,Blsolutions,andmiddleware—allownedby

IT.Accountingandfinanceleaders,therefore,aresignificantlydependentonIT

servicerequeststointegratedataanddeploylogicchangesandsystemupdates.Dataextractionalsocreatesaledgerthatlackssourcedata,preventingfinance

leadersfromdrillingbacktoefficientlyresolvevariances,determinerisk,orexploredriversthatimpactresults.

Thisneedlesslyincreasescomplexity,complicatingoverallinancialreportingwhiledelayinginsight.Bythetimeinformationisaccessed,reconciled,andformatted,it'salreadyoutdatedandunusable.

Getitdone.

Tocreateanaccessible,efficient,andscalabledatapipeline,investment

managementfirmsneedcloud-basedsolutionsthatcanbeeasilyadoptedandconfiguredbybusinessleaders—nocodingrequired.

WorkdayAccountingCenterstreamlinesorganizationaldatabyprovidinga

singlepointofmaintenanceforaccountingrulesacrossalloperationalactivity,

whetherdataissourcedfromWorkdayorexternalsystems.ItalsoshiftsownershipawayfromIT,givingfinanceresponsibilityfordeployingandmaintainingcritical

componentssuchasthefinancialdatamodel,accountingrules,mappings,calculations,andmetrics.

Moreover,Workdayprovidesfinancewiththeabilitytoconfigureandcontrolthedata,withAPlsthatconnecttomiddlewareandexternalapplications.Thisallowsinvestmentmanagementexecutivestoprepareandprocessdataforreporting,analytics,andplanningwithoutcoding.

WithWorkday,financeteamsgainmorecontrolovercriticalbusinessprocesses,whileITteamscanshiftattentionfromtime-consumingupdatestohigher-valueactivities.Theresult?Deeperanalysis,fasterplanning,andbetterdecision-makingacrosstheorganization.

KPMGinsight.

Byprovidingaccesstoreal-timedatafromvarioussourceswhileeliminatingtheneedformanualconsolidation,aunifieddata

hubacceleratesanalyticsandreportingprocesses,enablesmoreaccurateandtimelydecisions,andfreesupvaluableresourcesforotherstrategicinitiatives.

InvestmentManagement:TransformingDatatoDriveGrowth|12

InvestmentManagement:TransformingDatatoDriveGrowth|13

HowWorkdaycanhelp.

Designedforaccountingandfinance,Workdayprovidesoversightintodatatransformationsoyoucanmonitordataasitmovesfromingestionthroughreporting,modifyaccountingrules,andcontinuouslytrackchangeswithalways-onaudittrails.

WorkdayPrismAnalyticsempowersbusinessusersbymakingiteasyto:

·Createandmaintaindatatransformationpipelineswithanintuitiveinterface

·Applyjoin,union,group-by,andfilterfunctionstodatasets

·Buildcomputedfieldsbyleveragingarichfunctionlibrary

·Previewdatatransformationstoensurethedataiswhatwasexpected

·Getavisualprofileoffieldsinthedatasettounderstandstatistics

WorkdayAccountingCenterenablesfinance

organizationstoconnectfinancialandoperationaldatainaneasy-to-usewayprovidingmorevalue

andinsightstothebusinessestheysupport.

MikeBambo

Director,AdvisoryEnterpriseSolutions,KPMGUS

Maintainafuture-readyposturewithembeddedAIandadvancedanalytics.

Whyitmatters.

Tomaximizecontextfordecision-makerswhileminimizingtime-to-action,dataneedstobeembeddedintothecoreoftheplatforminwhichtransactionsandanalysistakeplace.

ThisbecomesevenmoreimportantasAItechnologiesexpand.Whendataexistsinsilos,AIhasnosinglesourceoftruthtolearnfrom,leadingtoquestionableresultsandreduceduserconfidence.

ByleveragingaplatformwithembeddedAIandMLthatisabletocontinuouslylearnfromallavailabledata,investmentmanagementfirmscanrapidlydeploynewautomationcapabilitiesatscale.AndbecauseAIgetsbetterthemoreit’sused,thisapproachallowsthetechnologytoimprovefaster,drivingevenmoreinnovationandtime-savingopportunities.

FirmsthatleverageAIandadvancedanalyticscaneliminatetherotemanualworkoftransformingdataintoaccounting;enableautomatedpredictiveanalysisaroundrevenue,expenses,andothervariables;andeasilycompareautomatedforecastsagainstfinanceteams’forecaststodetectvariancesandproblems—allwhile

offinancetechnology

leaderssaidtheybelieveGen

AI,AI,andMLwillbecritical

toenablingthebusiness

toachieveitsshort-term

ambitions5

savingtimeandstayingfuture-focused.

Getitdone.

InvestmentmanagementfirmsshouldensureAIisbuiltonahigh-qualitydata

foundationbylookingforaplatformwithaunifiedintelligentdatacorecombinedwithcomprehensivereportingandanalyticstools.Investmentmanagement

firmsshouldalsoestablishclearAIusecases,ethicalboundaries,andastrategytomovequickly.

WithembeddedanalyticsandAI,investmentmanagementfirmscanrender

mundanetasksobsoletewhileprocessinghigher-volumetransactionsfasterandmoreprecisely.Specifically,investmentmanagementfirmscaneffortlessly:

•Identifytradinganomaliesinstantly,withoutmanuallyextractinginformationfromsiloedsystems

•Conductproductivityandperformanceanalysisofindividualmanagersandassociates

•Calculateclientretention

KPMGinsight.

Withreal-timeandhistoricaldataconsolidatedinaunifiedhub,

investmentmanagementfirmsca