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Dan Ricci
Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. He shares his thoughts on a wide range of topics with regard to fintech.
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Sep 24, 2024
• 36min
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
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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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