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Asset Management and AI: Enterprise Reporting

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The Benefits of AI for Asset Management: Enterprise Reporting

No matter what industry you’re in, having access to the right data is key to your business’s success. This especially true for asset management firms. In order for your firm to stay competitive in an evolving industry, you need actionable data insights. But in order to gain those insights, you’ll need the appropriate technology. Thanks to advances in Artificial Intelligence (AI), it’s never been easier to put your data to work. In this video series, we examine how AI can make your firm more competitive, increase profitability, and improve efficiency. If you haven’t already seen the other videos in this series, we recommend watching them (in any order):



In Part 6, Enterprise Reporting, we offer insight into how AI can improve your firm’s data reporting.

Maximize the Value of Your Reports

In order to make your data work for you, it’s essential that you have access to the right reports. But as anyone in asset management can tell you, trying to generate meaningful and useful reports can be challenging. For one thing, there are multiple lines of business to take into account. Combined with the enormous amount of data available to your firm, it’s not easy to create reports that are both comprehensive and easy to interpret.


At the same time, though, generating these kinds of reports is important from a management perspective. You need access to accurate, timely reporting. How else can you make the best decisions for your business?


With the help of Dynamics 365 ERP, it’s possible to both combine data sets into meaningful reports and drill down into the specifics of your data. Dynamics 365 ERP can filter data according to market value, clients, fees, and other variables, and this makes it easier to assemble manageable reports. Beyond this, though, your firm needs to gain actionable insights from your data. You want to be able to ask your data questions, such as, “What are our top 5 most profitable funds?”


Thanks to the AI feature set included in Dynamics 365 ERP, it’s possible to get precisely this sort of information from your data. Gaining actionable insights from your data has never been easier. Additionally, Dynamics 365’s AI capabilities are mobile compatible. As a result, employees who are traveling will have access to the same impressive feature set from just about anywhere.


AI isn’t a thing of the future: it’s available right now as part of Dynamics 365 ERP. By putting AI to work for your asset management firm, you can increase return on investment, improve and streamline various processes, and reduce human error. To learn more about how Dynamics 365, AI, and machine learning can work for your business, take a look at the video below.



AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

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