The Benefits of AI for Asset Management: Enterprise Reporting

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Asset Management Firms and the Benefits of AI: Enterprise Reporting

These days, data is an integral part of any successful business. This is especially true when it comes to asset management. Without access to the right data, an asset management firm will struggle to stay competitive. But in order to take full advantage of the data available to your firm, you need to have the appropriate technology in place. That’s where Artificial Intelligence (AI) comes in. With the help of AI, your firm can increase its return on investment, streamline various processes, and more. In this 6-part video series, we explore all of the different ways AI can make your firm more competitive than ever. While it’s not necessary to view the video series in order, we recommend taking a look at the rest of the series if you haven’t seen it yet:



In Part 6 of this video series, Enterprise Reporting, we’ll look at how AI can help you improve your reporting and put data to work for your firm.


Get More Out of Your Reports

Taking full advantage of the data available to your firm hinges upon your ability to create meaningful, accurate reports. But in asset management, the sheer amount of data combined with the number and variety of lines of business makes this difficult. How can you collect all of this data and put it into a format that’s manageable and understandable?


The reality is that assembling all of this data into an accurate, useful summary can be a real challenge. But, having access to this kind of reporting is essential to your firm’s success. Without the right reports, you’ll be at a major disadvantage when it comes to making important decisions for your business.


One of the best things about a software solution like Dynamics 365 CRM is its ability to both summarize and drill down into various data sets. You can put together reports that sort data by fees, number of clients, market value, and other variables with relative ease. But what if you could go a step further? Imagine being able to ask questions of your data: questions such as, “Which of our funds are the most profitable?”


In fact, you can get these kinds of insights from your data using the AI features included with Dynamics 365 CRM. Thanks to Dynamics 365’s AI capabilities, you can quickly and easily obtain actionable information from your data. Plus, the AI features in Dynamics 365 CRM are available via mobile devices, making it easier than ever for employees on the road to get the information they need.


AI isn’t science fiction: it’s already integrated into Dynamics 365 CRM, and you can start taking advantage of it right away. Watch the video below to find out how Dynamics 365, machine learning, and AI can work together to improve your reporting.



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