Fintech PR
AI must be better integrated into investment process, new buy-side survey by SimCorp shows
Key findings in the 2025 InvestOps report:
- A new report surveying 200 global buy-side operations leaders reveals that the majority (75%) understand the potential benefits of integrating AI, but need more information to integrate it into their investment processes.
- The respondents qualitatively highlighted a need for AI to support with investment analysis, decision making, risk management, data management and client engagement.
- The buy-side organizations plan to build more standardized data modeling (67%) and to consolidate systems for a common data layer (65%) to overcome challenges with their data infrastructure.
- ESG investing continues to be the business area where respondents see the greatest opportunity for technological innovation (58%), particularly in North America (81%).
NEW YORK and LONDON, Jan. 14, 2025 /PRNewswire/ — Buy-side organizations worldwide require more information on how to integrate AI into the investment processes, reveals the InvestOps Report, “Investment Management 2025”, commissioned by financial technology company SimCorp.
Based on a survey of 200 buy-side executives conducted by WBR Insights in Q4 of 2024, the report provides insights into the buy side’s challenges and priorities entering into 2025.
The survey shows that 75 percent of respondents understand the potential benefits of AI but need more information on how to apply it effectively to the investment processes, such as investment analysis, decision making, risk management, data management and client engagement. When asked which areas that would benefit most from the use of an AI tool, one respondent noted “An AI tool can be used to uncover risks that might have remained unknown to us”. Additionally, 16 percent feel unprepared to leverage AI, while 9 percent feel very prepared.
“AI is not about replacing jobs but augmenting human capabilities, enhancing decision-making processes, and increasing efficiency. However, the advancements in AI can deliver true value for investment professionals when supported by a unified data layer where all investment data is in one place, moving away from data siloes,” said Georg Hetrodt, Chief Executive Officer at SimCorp.
When asked how to measure the success of an AI tool in the investment process, the buy-side leaders prioritize increased efficiency in data cleaning (46%), followed by enhanced data visualization (42%) and accelerated time to insights (41%).
Addressing data challenges
The report also found that nearly half of respondents (47%) say their current data infrastructure is a combination of in-house and third-party solutions, leading to data challenges. The top three priorities for addressing these in the near term are building more standardized data models (67%), consolidating systems for a common data layer (65%), and utilizing AI tools for better insights and data predictability (65%).
“Data is the “key” to the front office, yet many firms struggle with fragmented and inconsistent data sources,” said Laura Kayrouz, Senior Partner & Global Co-Head of Investments at Alpha FMC and one of the report’s contributors. “The first step to overcoming this challenge is a thorough data audit to identify gaps and redundancies. Once completed, firms should implement a robust data governance framework to ensure data accuracy, consistency, and compliance. This framework will form the foundation for a centralized data management solution, capable of breaking down silos and enabling unified data access across teams.”
When asked about technology and operations, improving data and operations for multi-asset investment strategies (40%) ranked as the top initiative that the buy-side organizations are planning to implement. The main challenge for front office teams is the inability to manage multi-assets in one view (60%).
To effectively manage a multi-asset class portfolio — the primary challenge in supporting the front office – investment managers need a system architecture with a unified data layer that provides a total portfolio view in real time, with any changes made in one area of the business instantly reflected throughout the entire investment lifecycle for public and private markets. This is shown in the survey, where respondents plan to consolidate systems for a real time total portfolio view (64%) to address this challenge.
“What we see from this research is that investment managers increasingly need to invest in data strategies to support their goals and decision-making capabilities,” said Marc Schröter, Chief Product Officer at SimCorp. “Otherwise, when firms diversify their portfolios across more asset types, they risk adding complexity to their system landscape. This could lead to disparate silos of investment positions across the business, which slows the velocity of information and impacts the ability to scale. There’s a strong business case for data initiatives.”
Other key findings from the 2025 Global InvestOps report include:
- Improving operational efficiency is the top strategic priority guiding technology and operations investments for 2025.
- Inability to get a total firm-wide view of investments, risk and performance and launching new products in a timely manner are the key challenges for the buy-side firms’ existing current models.
- ESG investing is the business area with the greatest opportunity for technological innovation in the next few years, particularly in North America and APAC.
- Greater transparency in outsourced operations data tops the list for how the firms want to enhance their operating models in the next 24 months.
- Focus on core business is the most desired outcome by using an external service provider for non-core business processes.
To learn more about the findings and to access the full report, follow this link 2025 Global InvestOps Report | SimCorp
Survey Methodology
In Q4 of 2024, WBR Insights surveyed 200 Directors of Investment Operations and similar across APAC, EMEA, and North America, to find out about the challenges they are facing in 2024.
The report itself will be split in four, looking at how respondents are balancing their strategic priorities, the impact of data, the evolution of operating models and technological innovations being brought to the table. The survey was conducted by appointment over the telephone.
The results were compiled and anonymized by WBR Insights and are presented here with analysis and commentary by SimCorp and the InvestOps community.
About SimCorp
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.
Founded in 1971, with more than 3,500 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
About WBR Insights
We use research-based content to drive conversations, share insights and deliver results. Connect with our audience of high-level decision-makers in Europe and Asia from industries including Retail & eCommerce, Supply Chain & Procurement, Finance, as well as many more. From whitepapers focused on your priorities, to benchmarking reports, infographics, and webinars, we can help you to inform and educate your readers and reach your marketing goals at the same time.
CONTACT: Søren Rathlou Top, [email protected], +45 31 15 87 06
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Welcome to Blocks & Headlines, your comprehensive daily briefing on the transformative world of blockchain. Today, we explore groundbreaking partnerships, economic innovations, and blockchain-powered initiatives redefining the future.
Sony Ventures Into Blockchain With New Identity Solutions
Sony has unveiled its latest blockchain-based digital identity solution designed to enhance privacy and security in the online space. This innovative system uses decentralized technology to manage digital credentials, making identity verification seamless and secure.
Sony’s venture reflects a broader trend among tech giants exploring blockchain’s potential to reshape data privacy and authentication systems.
Source: Sony Press Release
TRON’s Daily Revenue Skyrockets 119% in 2024
TRON has reported a staggering 119% increase in daily revenue, a testament to its innovative blockchain economic models. By leveraging smart contracts and a scalable infrastructure, TRON continues to attract developers and businesses seeking cost-efficient blockchain solutions.
This growth positions TRON as a leading player in the competitive blockchain ecosystem, setting benchmarks for others to follow.
Source: Bitcoin.com
MIGMIG Partners With XT.com to Bring Blockchain Rewards
MIGMIG, a blockchain gaming and rewards platform, has partnered with XT.com to expand its reach and user engagement. This collaboration aims to deliver unique blockchain-powered rewards while enhancing the gaming experience for users worldwide.
The partnership highlights the increasing intersection of blockchain technology and entertainment, opening new avenues for user interaction.
Source: Bitcoinist
Nano Labs Supports the Inaugural Presidential Crypto Ball
Nano Labs has announced a partnership with the Inaugural Presidential Crypto Ball, emphasizing its commitment to fostering blockchain awareness. This high-profile event aims to bridge the gap between blockchain innovators and policymakers, paving the way for broader adoption.
The initiative underscores the importance of collaboration between the blockchain community and governmental bodies to shape the future of digital assets.
Source: PR Newswire
Bybit Card Partners With EnTravel for Luxury Travel Perks
Bybit has teamed up with EnTravel to offer its cardholders exclusive discounts on luxury travel experiences. This partnership integrates blockchain-powered payment solutions with high-end travel services, providing users with unparalleled convenience and value.
The move exemplifies how blockchain technology can enhance traditional industries, offering innovative solutions tailored to modern consumer needs.
Source: PR Newswire
Key Insights and Industry Trends
- Decentralized Identity: Sony’s blockchain-based solution addresses growing concerns over online security and privacy.
- Economic Innovations: TRON’s revenue surge highlights the profitability of scalable blockchain networks.
- Gaming and Blockchain: Partnerships like MIGMIG and XT.com showcase the potential of blockchain in entertainment.
- Policy and Collaboration: Nano Labs’ involvement in the Crypto Ball underscores the importance of industry-government dialogue.
- Luxury Integration: Bybit and EnTravel demonstrate blockchain’s ability to enhance traditional services.
The post Blocks & Headlines: Today in Blockchain ( appeared first on News, Events, Advertising Options.
While Others Decline, the UNBrokerage is Again Named to Entrepreneur’s Prestigious Franchise 500(R) List For its Explosive Growth and Viability
LAGUNA NIGUEL, Calif., Jan. 14, 2025 /PRNewswire/ — Realty ONE Group, a modern, purpose-driven lifestyle brand and ONE of the fastest-growing franchisors in the world, is the No. 1 real estate brand for the fourth year in a row on Entrepreneur’s highly-competitive 2025 Franchise 500® list, just as the global franchisor celebrates its 20th anniversary this year.
This is the ninth year that Realty ONE Group has made the list, continuing to climb the rankings every year, with its closest real estate competitor now nearly 20 positions behind.
“Claiming the No. ONE spot on this widely-esteemed list, for the fourth consecutive year, further fuels the momentum we’re bringing into 2025 and our 20th anniversary,” said Kuba Jewgieniew, CEO and Founder of Realty ONE Group. “And every year, as a result of testimonials like this and from our own raving fans around the world, real estate professionals and entrepreneurs come to us looking to share in the success and be a part of something special and UNique in this industry.”
Entrepreneur named Realty ONE Group International to the list for its network growth, financial strength, and brand power and said in a press release that… “The Franchise 500 is more than a list. It’s really a collection of life-changing opportunities, featuring strong and resilient brands that future franchisees will be proud to be a part of.”
The lifestyle brand continues to evolve all aspects of its full-service offerings, including its proprietary technology zONE, business coaching platforms, ONE University and all aspects of its 6C’s. The UNBrokerage as it is known in the industry has more than 20,000 real estate professionals in more than 450 offices in 49 states, Washington D.C., and 24 more countries, recently expanding into Bonaire and Curacao.
Learn more at www.OwnAOne.com.
About Realty ONE Group International
Realty ONE Group International is one of the fastest growing, modern, purpose-driven lifestyle brands in real estate whose ONE Purpose is to open doors across the globe – ONE home, ONE dream, ONE life at a time. The organization has rapidly grown to more than 20,000 real estate professionals in over 450 locations across 24 countries and territories because of its proven business model, full-service brokerages, dynamic COOLTURE, superior business coaching through ONE University, outstanding support and its proprietary technology, zONE. Realty ONE Group International has been named the number ONE real estate brand by Entrepreneur Magazine for three consecutive years and continues to surge ahead, opening doors, not only for its clients but for real estate professionals and franchise owners. To learn more, visit www.RealtyONEGroup.com.
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Fintech
Fintech Pulse: Your Daily Industry Brief (Float Financial, Alza Fintech, Thrive Capital, Stripe, Unzer, Agora Data)
Welcome to Fintech Pulse, your comprehensive daily update on the latest in financial technology. Today’s edition dives into funding rounds, leadership changes, and the evolving landscape of decentralized finance (DeFi) and fintech innovation.
Float Financial Secures $48.5 Million Series B Funding
Float Financial, a fintech startup positioned as the “Brex of Canada,” has successfully raised $48.5 million in a Series B funding round. The company aims to revolutionize financial services for small and medium-sized businesses (SMBs) across Canada, providing corporate cards and spend management solutions.
The funding will be used to expand its product offerings, invest in technology, and scale operations. With a growing demand for SMB-centric financial tools, Float is poised to challenge traditional banking systems and redefine how Canadian businesses manage their finances.
Source: TechCrunch
Alza Fintech Shuts Down Amid Industry Challenges
Alza Fintech, a promising startup backed by Thrive Capital and Stripe, has announced its closure. Known for its focus on financial inclusion for Latino communities, the company cited difficulties in scaling its operations and meeting market expectations.
This development reflects the broader challenges faced by niche fintech players in a competitive landscape. It also underscores the importance of sustainable growth strategies and robust operational frameworks in the fintech sector.
Source: Fortune
The Next Phase of DeFi: Fintechs and Exchanges Take the Lead
The decentralized finance (DeFi) space is entering a new phase, with fintech companies and exchanges taking a more active role in its evolution. Industry leaders are integrating DeFi functionalities into their platforms, making decentralized financial tools more accessible to mainstream users.
This trend highlights a shift towards a hybrid model, combining traditional financial services with decentralized technologies. Experts believe this approach could bridge the gap between conventional finance and the blockchain ecosystem, driving broader adoption of DeFi solutions.
Source: Fortune Crypto
Leadership Update: Goetz Moeller Joins Unzer as CFO
German paytech Unzer has appointed Goetz Moeller as its new Chief Financial Officer (CFO). Moeller brings extensive experience in financial management and strategic planning, having held leadership roles in prominent European financial institutions.
Unzer’s decision to strengthen its leadership team comes as the company focuses on expanding its presence in the European payments market. Moeller’s expertise is expected to drive financial discipline and support Unzer’s ambitious growth plans.
Source: Fintech Futures
Agora Data Welcomes Jeremy Beck as VP of Sales Strategy
Agora Data has named Jeremy Beck as its Vice President of Sales Strategy. With a rich background in the auto industry, Beck is set to lead Agora’s efforts to enhance its data-driven financial solutions for auto dealerships.
This strategic hire aligns with Agora’s vision to leverage big data and AI to transform auto financing. Beck’s industry expertise will play a crucial role in strengthening client relationships and driving innovation in the auto finance sector.
Source: PR Newswire
Industry Trends and Analysis
The fintech sector continues to witness rapid advancements and dynamic shifts. Key trends to watch include:
- DeFi Mainstreaming: Increased integration of decentralized finance tools into traditional platforms.
- Leadership Transitions: Strategic hires to navigate growth and market complexities.
- Niche Challenges: Survival strategies for fintechs targeting specific demographics.
- Tech-Driven Solutions: Growing emphasis on AI and big data in financial services.
- Market Expansion: Scaling operations to address regional and global opportunities.
The post Fintech Pulse: Your Daily Industry Brief (Float Financial, Alza Fintech, Thrive Capital, Stripe, Unzer, Agora Data) appeared first on News, Events, Advertising Options.
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