Intelligo at Stonehaven Partners (EP.21)
Investment Management Operations
00:00
Efficient Onboarding Processes and AI Tools in Due Diligence
The chapter explores the optimization of client onboarding processes, focusing on the thorough management of mandates from initial negotiation to background checks. It emphasizes the adoption of AI tools like Intelligo to improve accuracy and efficiency in client-related data and background checks. Challenges in the background check phase are discussed, with a spotlight on the benefits of utilizing Intelligo for faster results and informed decision-making.
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