Aiviq

Even though Aiviq is renowned for delivering the highest quality service to clients through meticulous attention to detail, we remain committed to continuous improvement. Yesterday, we conducted a workshop on Presentation Design and Information Delivery to further refine our approach and ensure that insights are communicated effectively 📊 Our dedicated teams support asset managers throughout their journey with Aiviq, from crafting the right solution design to providing ongoing support, demonstrating our unrivalled commitment to customer success. We reinforce this commitment through regular Quarterly Business Reviews, product workshops, weekly service and delivery meetings - strengthening our role as trusted advisors in navigating the complexities of business and technology changes. A special thanks to Will Parish for organising this session and for sharing his experience and learnings on best practices. Find out more about our approach to partnership: https://lnkd.in/dMTpTkpc #Aiviq #CustomerSuccess #DataManagement #InvestmentManagement

As we near the crucial January 17th compliance deadline for the Digital Operational Resilience Act (DORA), it is the perfect time to revisit our insights on this significant regulation. Our CEO, Lee Griggs, discusses the key implications of DORA and its vital role in strengthening digital resilience and cybersecurity within the financial sector, alongside valuable perspectives from our Head of Technology Pavan Cherlapelly. At Aiviq, we are committed to supporting our asset manager clients in navigating these complexities and ensuring robust ICT risk frameworks. Don’t miss the chance to catch up – read the full blog here: https://lnkd.in/dNH_9kFe #Aiviq #DigitalResilience #DORA #RiskManagement #Cybersecurity #FinancialServices #Compliance

🌟 Happy New Year! 🌟 As we step into 2024, we want to extend the warmest wishes to our team, clients and partners. Thank you for being an integral part of our journey this past year. Your support and collaboration have been invaluable, and we look forward to achieving new heights together in the year ahead. May this year bring you immense success, joy, and new opportunities! P.S. Can you spot Aiviq's team's favourite items and activities from 2024 on the card? 🎄✨ #Aiviq #Team #HappyNewYear #2025

As we approach the last day of 2024, we wanted to share our insights on one of the most crucial regulations impacting the financial sector - the 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐀𝐜𝐭 (𝐃𝐎𝐑𝐀), effective January 17, 2025. Our CEO Lee Griggs explores the key implications of DORA in our latest blog, emphasising the regulation's importance for enhancing digital resilience and cybersecurity across financial institutions. At Aiviq, we recognise the complexity and costs involved in meeting these robust requirements. We invest significantly in the areas outlined by DORA, ensuring our clients can prevent, respond to, and recover from ICT-related disruptions. Discover more by reading the full blog: https://lnkd.in/dNH_9kFe #Aiviq #DigitalResilience #DORA #RiskManagement #Cybersecurity #FinancialServices #Compliance

A heartfelt thank you from everyone at Aiviq to our clients, partners and colleagues across the world for what has been an extraordinary 2024! My very best wishes to you, your families and friends, for a Happy Christmas and a prosperous New Year.

Have you ever considered how to streamline the management and matching of your client financials while maintaining accuracy? 🤔 Our Product Manager, Anita Sztella Dobo, recently shared valuable insights on the significance of client matching and achieving accurate AUM and Flow attribution. In her role, Anita has been developing various functionalities within Aiviq that empower top asset managers to implement smarter sales strategies and enhance financial reporting, all while embracing a client-centric distribution model. Read our latest newsletter edition or head to our website to learn more: https://lnkd.in/dk6gyJ7G #Aiviq #AssetManagement #Data #ClientMatching

As we wrap up 2024, we are excited to celebrate a year of record growth and innovation at Aiviq! ⭐ From enhancing our global support capabilities to advancing our technological infrastructure, we remain committed to excellence and continually meeting the evolving needs of our clients. A heartfelt thank you to our customers for your trust and partnership this year. Your collaboration has been pivotal, driving our innovations and helping us refine our product. And to our amazing team, we celebrate the exceptional efforts each of you has put in this year. Your hard work, creativity, and dedication have been the backbone of our success, and we couldn't have done it without you. Here’s our annual Aiviq Wrap-Up, highlighting the incredible contributions of our team: https://lnkd.in/dwn5d2y2 #Aiviq #AssetManagement #Data #YearlyWrapUp #YearInReview

Transfer agents hold the official numbers, platforms offer granular insights - but how do you combine them seamlessly? 🔍 In our final Ask Aiviq episode this year, our Technical Business Analyst Ivan Blagojevic breaks down the data integration challenge that's transforming client account management. Swipe to learn more ➡️ #AskAiviqFridays #AssetManagement #Data #FinTech #Reporting

We hope you found Anita Sztella Dobo's insights last week valuable! Now, it’s time to choose the next topic for our team to explore: ⚙ Question 1: How can daily or weekly platform files with supplemental client look-through data be integrated with daily sales reporting? 🔍 Question 2: What is the most effective approach to client segmentation and targeting in today's market? 🤝 Question 3: Which area of client engagement needs the most innovation within the asset management industry? Cast your vote in the poll below, and next Friday, we will dive into the winning topic with insights from one of our experts! Got a question about data management, asset management, or our product functionalities? Drop us a message or comment and we will be sure to consider it for our upcoming polls. #AskAiviqFridays #Aiviq #Technology #Data #AssetManagement #ClientEngagement #SalesReporting

Did you ever wonder how to manage and match your client financials faster while ensuring precision? 🤔 Our Product Manager Anita Sztella Dobo shared her thoughts on the power of client matching and unlocking precise AUM and Flow attribution as a part of our Ask Aiviq series. Behind the scenes, Anita has been working on multiple Aiviq functionalities that allow leading asset managers enable smarter sales strategies and more accurate financial reporting, moving towards a truly client-centric approach to distribution. Swipe right to read more ➡️ #AskAiviqFridays #Data #AssetManagement #Product