Investment Management Operations Bipsync at UVIMCO (EP.06)
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Aug 24, 2023 Annie Kerns and Blake Fischer from UVIMCO discuss the importance of investment technology and research management systems. They highlight the benefits of using Bipsync for easy access to information, improved communication, and data analysis. They also explore the potential of AI and automation. The podcast covers implementing a new system during COVID and the success of the switch to Bipsync with extensive preparation and training.
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Ask The Right Question First
- UVIMCO discovered the right question was how to organize data and processes holistically, not just replace a disliked research tool.
- Reframing the problem unlocked a different vendor shortlist and better long-term outcomes.
Two Systems Created Hidden Bottlenecks
- UVIMCO once split document management and research into two systems, which created access bottlenecks and version confusion.
- That bifurcation led to many ad hoc requests and painful handoffs between teams.
Buy When Configurable And API-Ready
- Prefer buying a configurable platform over building when a vendor product meets needs and reduces maintenance burden.
- Use a system with a full API so you can extend and integrate rather than rebuild functionality.