Category: Articles
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The impact of AI on asset manager & asset owner IT architecture
This paper examines the implications of these shifts for the IT architecture of asset managers and owners, aiming to offer…
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Unlocking profitability: harnessing the power of cost to serve in wealth management
In today’s competitive wealth management landscape, mastering profitability at a granular level is no longer optional. The Cost to Serve…
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‘Ask Beacon’: your new AI companion
Ever wished your Beacon dashboard could talk back? Now it can. A new AI feature has officially landed in Beacon…
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Blueprint to strategy: why enterprise architecture matters more than ever | Part 3: foundational elements
A key theme running through this five-part series is that Enterprise Architecture (EA) has never been more essential to organizations…
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Managed services: unlocking strategic advantage and operational productivity for private equity firms
In the competitive and fast-paced environment of private equity (PE), firms face unique challenges—ranging from complex portfolio management and stringent…
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Spring clean your marketing
Digital clutter is as mentally draining as physical clutter, so it is just as important to have a regular clean…
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Key trends shaping asset management operations
Alpha FMC completed its third annual Global Operations Survey, drawing inputs from 75 Asset Managers and Asset Owners globally with…
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Institutional vs. wealth content: Where is the line blurring?
As investment marketers, we’re well-aware of the benefits of highly customized, segment-specific content. As a content marketer in this space,…
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Moving beyond CRM | reimagining distribution with AI
This article ties together our ideas about AI business transformation and how investment managers should think differently about their customers.