Keep technology in step with your operational growth
Technology is constantly evolving. Yet in the fund management world, adoption and progress has lagged behind broader industry innovation. The global disruption of 2020 marked a turning point, with the sudden changes to working parameters causing firms to rethink their operating models, accelerating the uptake of cloud solutions. Since then, we’ve started to see how some of the top funds have adapted their approach to technology and how they are using it to deliver significant value.
One clear example has been the way in which firms leverage data-driven thinking and tools as part of their day to day workflows. Automation is playing a key role, with some funds pairing Microsoft PowerAutomate (part of the Microsoft 365 toolset) and OpenAI ChatGPT connectors to process inbound data. This is enabling them to effortlessly extract information from email messages and provide alerts/reporting on specific public market securities that they are interested in/hold positions in. The result has led to faster access to insights, improved efficiency, and more informed investment decisions.
“Our clients come to us to advise on leveraging AI tools when preparing investor Due Diligence Questionnaires (DDQs) – tools such as ChatGPT or Copilot. Incorporating AI into this workflow, allows our clients to streamline this process by having the tool compare previously prepared DDQ responses ensuring accuracy and consistency. As a partner that works, almost exclusively, with SEC registrants, it is critical that these requests meet those regulatory standards.” – Jilbert El-Zmetr, Managing Director IT , MSP
Is your firm due for an upgrade?
The decision to modernize and enhance a firm technology stack largely stems from the drive for greater efficiency, scalability, and resilience. This philosophy has allowed us at Siepe to provide truly differentiated managed technology services for 13 years. We bring a unique perspective to our clients as the partner that not only safeguards networks, devices, end-users, and cloud environments but also unlocks the full potential of a fund manager’s data. Whether managers are well-established or newly launched, a sound operational data strategy – from ideation to analysis to operations – is critical to success.
When fund managers fail to upgrade their infrastructure in line with their operations, further challenges and disruption downstream are inevitable. Without modern information technology, operational success in the investment management industry is an aspiration rather than a reality. Firms that do not prioritize day-to-day technology governance risk falling behind their peers and losing competitive advantage. Processes become harder to stay on top of, scalability is difficult to achieve, and data becomes siloed and inconsistent – all making the pursuit of alpha much, much harder.
At Siepe, we’ve embraced this deployment of modern technology by being the first MSP to leverage a cloud-first managed services support matrix on behalf of our clients. By staying in-tune with cloud capabilities, our partners can leverage modern data management tools, automating workflows while harnessing AI and ML capabilities.
Choosing the right technology partner
The thought of switching MSP provider or moving away from an existing technology stack can feel daunting. You’re faced with a new service desk team, new relationship management, and a new stack of hardware to align with the new partner. This overhaul can seem like a heavy burden that may hinder operations and stall a fund manager’s growth. However, our goal has always been about minimizing disruption and bringing true value to the experience.
In our 13 years of business and ongoing investment in modern cloud technologies, Siepe has built partnerships that our clients rely on and can evolve with confidence. We know how fund managers operate because our personnel have deep firsthand experience. We’ve worked like them supporting end-to-end workflows to streamline operations, improve efficiency, and keep technology secure.
We also operate under a relationship-based partnership model, working closely with clients throughout onboarding and projects. This hands-on approach allows us to grow and scale alongside our clients, uncovering new opportunities to enhance both their operations across front, middle and back office.
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On Wednesday, February 18th at 12PM ET, our Managing Director, Jilbert El-Zmetr, will be hosting our latest MSP webinar ‘Practical AI workflows’. During this session, we’ll be exploring how investment managers can leverage AI solutions to automate and enhance day-to-day workflows, enabling faster access to insights, improved efficiency, and more informed investment decisions.
To secure your place, please RSVP.
