Investment Management Operations Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
Sep 24, 2024
Dan Ricci, Head of Information Systems at Prime Buchholz, dives into the world of fintech with insights on the innovative Prime Plus investment analytics tool. He discusses the move towards digital investment committee reporting and the importance of leveraging third-party SaaS solutions. Dan also reflects on the evolution of technology in finance, emphasizing the potential of data automation and the use of large language models to enhance data integration. His insights showcase the continuous transformation within investment management, driving efficiency and client satisfaction.
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Building Real-Time Client Access
- Prime Plus provides clients real-time portfolio updates as data from managers becomes available.
- It evolved from internal daily estimated portfolio performance to a client-accessible digital platform.
Be Honest With SaaS Providers
- Be transparent with SaaS providers when exploring tech but lack immediate budget.
- Honesty builds trust and prepares for future investment discussions.
Early Vs. Late SaaS Adoption
- Early adopter SaaS is nimble and open to customer feedback allowing tailored product evolution.
- Late-stage SaaS often fits most needs but demands adaptation on user side for missing features.