In line with the International Women's Day celebrations, we introduce you to a female leader in global distribution data, CRM and sales enablement. Sarah Chance is a Customer Relationship Manager specialising in Salesforce and Pardot. Since starting at First Sentier Investors in 2020, Sarah has been involved in transforming its CRM, distribution data onboarding and ensuring the continued improvement [...]
The FCA’s Consumer Duty represents a significant shift in the regulator’s expectations of firms across the distribution chain, including asset managers, platform providers and financial advisers.1 In accordance with the Duty, firms must act to deliver good outcomes and prevent foreseeable harm to vulnerable retail customers, using a data-driven approach to evidence that reasonable efforts have been implemented to [...]
London, UK – 14 February, 2023: Aiviq, a leading cloud-based SaaS business for the global asset management industry, today announced a multi-year deal with AllianceBernstein (AB), a global investment management firm, to provide client assets under management (AUM) and flow data management products and services for AB’s international business. Aiviq has licensed its industry-leading client AUM & flow data management [...]
With 2022 now behind us as we start the New Year, we look back to our company-wide milestones and celebrate our team for multiple achievements across the business. As a cloud-based fintech company, we see the opportunity to generate an impact across our industry by offering solutions to help our customers better understand their data and consequently better serve their [...]
As the year ends, we speak about how Aiviq is helping asset managers to understand data, the journey the company has been on so far and how we make our vision of becoming a leading client data integration and analytics provider for asset managers a reality. By Marie Weidlich With a clear vision for growth and a stellar [...]
Messy client data is costing investment managers $1 billion each year — and this figure is only rising. Managers are squeezed in a data vice. On one side, data sources and data volumes are exploding, whilst on the demand side, a broader range of data consumers are keen to see improvements to quality, granularity and frequency of analytical outputs. The ‘Excel [...]
These days, everyone is talking about Snowflake. Across the many investment managers we speak with, we have seen growing demand for Snowflake integration capabilities, with many Aiviq customers increasingly selecting vendors that offer flexible Snowflake integrations. This demand is not without reason — Snowflake offers a range of deployment options, a flexible and transparent pricing model, relatively low risk for [...]
As more asset managers invest in cloud-based data and analytics solutions to understand and serve their investors, information security certifications are becoming a primary consideration in the procurement process.
The existential question facing the buy-side is how to grow assets and service clients at lower cost. This drive for operational efficiency is dependent on a capability to collate accurate data about investors and decision makers, including their influence over the flow of money into their investment products. Industry leaders are investing in the capability to ‘look through’ omnibus accounts and fund distributors to create differentiated client experiences. Meanwhile, laggards are struggling with a partial view of sales performance and client engagement.
Client and sales assets under management (AUM) and flows can throw up dozens of false positives and negatives as indicators of business performance. So, why are so many sales managers still relying on these metrics? Effecting a shift to calculating and publishing client revenue metrics on a production basis is complex and difficult to achieve. Below, we have explored five [...]
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