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Delivering results across investment processes

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Portfolio of 20 applications delivered

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Cross-functional process digitized for greater business intelligence

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Automating validations, price action trading and research invoicing

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Transforming key processes in legal operations and financial closing

Transform investment 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.

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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 has enhanced our risk mitigation and audit capabilities, allowing us to provide precise audit trails during our annual SOC reviews. It also offers transparency into our transaction-based processes, such as redemptions and cash wires, which were previously difficult to manage manually. The shift to Bizagi has significantly improved transparency and management reporting. Additionally, it enables us to justify workflows for lower-volume requests, benefiting all business units, including our legal department.”

Webinar

AI & Automation in Action: How Insight Investment is Driving Efficiency

Ian Macleod, Head of Process Engineering, joins Bizagi CEO, Gustavo Gomez, to discuss how Insight Investment has utilized Bizagi to streamline operations, boost agility, and drive employee productivity.

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

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FAQs

What investment banking tasks can be automated?

Investment banking can automate tasks that require large amounts of data analysis, helping people to complete tasks faster and make better decisions. Examples include:

- Market analysis

- Portfolio management

- Risk assessment

- Regulatory compliance

What is the future of automation in asset management?

Automation will continue to be used to supportasset managers with back office processes, data collection and analysis so that they can shift their focus to strategy and relationship management.

How does automation help us stay competitive?

Automation helps investment and asset management firms stay competitive by:

- Analyzing large volumes of unstructured data to help investment managers to identify opportunities and complete trades faster.

- Reducing manual, back offfice work to allow investment managers to focus more time on their clients.

- Allowing firms to handle larger volumes of assets or clients without proportionally increasing headcount.

Can automation tools integrate with our existing core systems?

Yes, Bizagi's integration layer allows you to access any data source via pre-built, native or bespoke connectors and APIs.

Ready to talk?

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