Private Markets Due Diligence for Wealth Management
In this blog, we share insights into how wealth management firms are building private markets capabilities and what role technology plays in their strategy.
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This roadmap for Investor Relations technology will ultimately assist IR leaders in comprehending the evolving needs of their clients and providing an exceptional client experience.
The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed..
Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead asks, “Can you DV it?” i.e. when DiligenceVault becomes...
Future economic growth lies in the value of experiences and transformations--good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA argue in HBR article that businesses must orchestrate memorable...
The Automation Within - from & for Millennials
Process Matters – Workflow Technology Empowering People
A document is a representation of thought that is written, drawn...
As an entrepreneur at the intersection of Investment Management and Technology, I experienced unconscious gender biases when we started pitching the DiligenceVault platform to users and investors. Our ability to succeed despite these biases inspired...
