There has been much excitement about how AI will transform the workplace of the future. In financial services, that future has started becoming reality—for e.g. in investment operations, where large language models and agentic AI systems are poised to drive unprecedented efficiency. We are reminded of the early days of Excel, when accounting associates would verify excel outputs with adding machines, unsure whether to trust the new technology. Today, we face a similar inflection point: one where operations professionals evolve into experts at exception handling, supported by intelligent systems. The challenge for leaders is not just to understand the potential, but to chart a course for the next one, three, and five years. This point of view shares how AI can be leveraged by Investment Operations function of Asset Management firms. It highlights the key challenges being faced by the Operations Leaders and teams, and outlines how AI can be used to reimagine operations through some key examples. Infosys has helped leading Global Asset Managers to solve complex business challenges leveraging an AI playbook containing tools, accelerators and our AI platform Infosys Topaz.
Find out more here AI PLAYBOOK FOR ASSET MANAGERS TO OPTIMIZE OPERATIONS
