The AI in Business Podcast Why Post-Merger Integrations Fail Without Data Governance - Sandro Venturini of UBS
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Dec 30, 2025 Sandro Venturini, Executive Director at UBS Asset Management, dives deep into the complexities of data governance in the financial sector. He reveals how fragmented fund data creates operational silos in mergers and launches. Sandro emphasizes the importance of a single source of truth for AI-driven compliance and reporting. He shares fascinating insights on using AI to anticipate stakeholder concerns and efficiently produce customized investor reports. Practical takeaways highlight reducing legal fees and minimizing errors, making data a valuable ally in financial services.
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Map All Data Sources First
- Merging funds requires deep discovery of where data lives and how it differs across platforms.
- Sandro warns this detailed inventory is necessary before defining the target operating model for the combined fund.
Align Stakeholders Early
- Involve all stakeholders early to reconcile share class differences and eligibility criteria across funds.
- Only after stakeholder alignment should you define the new operating model for the receiving fund.
Retail Versus Alternative Fund Contrast
- Sandro contrasts retail funds with alternative funds to show data transparency differences.
- He uses this contrast to explain why some fund types expose more integration risk than others.