How Al benefits asset management firms
AI Briefing for Asset Management
Engage with industry experts to shape your AI journey
Discover what AI can do for your asset management firm
Al has taken every facet of society by storm, and asset management is no exception. Many visionary leaders today are already harnessing Al's potential throughout every aspect of the business. You might be intrigued but uncertain about how to incorporate Al--and therefore, tempted to hold off doing anything for now. But make no mistake; Al adoption is inevitable in asset management and will happen at a rapid pace. Firms that don't adapt will be left behind.
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Automates fund administration email consumption and actions
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Enhances case management, elevating client service levels
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Enables time-saving virtual agents
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Reviews and analyzes RFPs for institutional sales
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Automates performance reporting
Discover Al's role in your asset management firm--from enhancing products to refining customer interactions--so you can develop your plan and prepare for AI adoption.
Data you can trust: The cornerstone of a successful Al strategy
With Al, having mature and trustworthy data is essential. After all, Al depends on data.
According to a Gartner study, nearly 80 percent of Al projects do not go to production, often due to poor data quality.
Before you press "go" on Al, you need to make sure your data is clean, organized, and secure to avoid incorrect or misleading results, a risk that is unacceptable in any business where large financial transactions are the norm.
We can help establish your data-driven foundation with HSO's DnA Framework for Data, Al, and Analytics, our suite of offerings designed to drive digital transformation and growth. Regardless of your current data state, our data and analytics experts will help you modernize it-devising your data strategy, designing and implementing an enterprise data platform, and activating your data.
Microsoft's AI technology: Head and shoulders above the rest
There are a variety of tools and platforms to enable generative AI, so how do you know which is best? Here's why we work with Microsoft technology:
Integrated everywhere: Microsoft's AI seamlessly integrates across the entire Microsoft ecosystem, encompassing Dynamics 365, Microsoft 365 (Office), Power Platform, security, and GitHub.
Trustworthy and secure: Microsoft prioritizes security and integrity, offering robust enterprise compliance and security controls to safeguard your data. Your data remains yours; it isn't utilized to train foundational AI models.
Seamless adaptation: Copilot eliminates the need for a learning curve—leveraging AI's capabilities doesn't demand new tools or interfaces. It's seamlessly embedded within the tools you're already comfortable using.
WHAT SETS HSO APART
Why choose HSO for AI?
Once you have a better understanding of AI and its potential and are ready to build an adoption plan and begin deploying it, HSO is ready. Here’s why:
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We understand asset management, but we also work closely with you to understand your unique objectives, assess your current IT infrastructure, and define a strategic roadmap for implementing the latest AI technologies, including identifying key use cases, aligning your goals, and determining the optimal deployment approach.
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We know the successful adoption of new technology requires effective change management. We offer training and support programs tailored to your firm's needs, helping employees adapt to new ways of working with your technologies.
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As a Microsoft go-to asset management partner, we can customize and extend the AI capabilities within the Microsoft platform to meet your requirements. We have decades of experience implementing technology, integrating third-party applications, and automating processes that deliver sustainable, end-to-end asset management solutions.
Get your AI journey started with an AI Briefing
Al has immense potential, but its successful implementation requires a well-thought-out approach. With an Al Briefing, you'll be on the right track to begin planning and implementing your Al strategy, producing generative Al solutions that can facilitate smart decision-making, accelerate productivity, and reduce costs, paving the way for transformation.
Resources for Asset Management firms
Learn more about our experience in the Asset Management industry