Delivering results across investment processes


Portfolio of 20 applications delivered


Cross-functional process digitized for greater business intelligence


Automating validations, price action trading and research invoicing


Transforming key processes in legal operations and financial closing

3 Key Strategies for Modernizing Investment Management Operations

Get strategic advice for transforming middle, and back-office operations using modern apps, orchestration, and process automation.


Transform banking processes

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Transform and optimize back-office operations

Orchestrate human work with better processes and apps, while automating business rules and data inputs to reduce manual steps and boost staff productivity.


Accelerate innovation with existing resources

Adapt current systems to support organizational change by adding a layer of agile process apps and enabling citizen developers to manage business apps with less IT support.

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Manage risk and compliance with built-in visibility

Build compliance into day-to-day operations to ensure procedures are followed, detect any irregularities and effortlessly generate reports.

Bizagi Automation in investments

Investment management

Increase transparency, strengthen risk control and improve efficiency across processes.

Product & service management

Gather and analyze market data to tailor product offerings to meet client needs.

Fund administration

Standardize processes to improve accuracy and boost efficiency.


Build in checks to ensure adherence to industry regulations and a reliable audit trail.

Bizagi is the foundation, reducing operational risk by guiding staff through complex processes and handing off work reliably.”

Ian MacLeod
Head of Process Engineering, Insight Investment

Enabling end-to-end visibility at Insight Investment

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Want to learn more about our platform or need help using it? Get in touch.