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Kent Collier, CEO – Octus (EP.54)

Investment Management Operations

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Strategic Integration and AI in Finance

This chapter explores a recent acquisition by the company of Skyroad and its portfolio management software, Galaxy, aimed at enhancing the client experience in leveraged finance. It delves into the complexities of integrating acquired companies and the pressing need for AI adoption to streamline data operations. The discussion also emphasizes the company's commitment to maintaining product excellence and adapting to the evolving landscape of the financial industry through strategic rebranding and innovation.

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