Introducing Aiviq Intelligence: The Future of AI-Powered Client Data Management

Asset managers are drowning in complexity. Hundreds of data sources, fragmented client information, and manual processes that consume countless hours while delivering limited strategic value. The industry has been crying out for solutions that don't just digitise existing workflows, but fundamentally reimagines how intelligence flows through every aspect of client data lifecycle.

Today, we are proud to introduce Aiviq Intelligence - our dedicated AI capability that represents more than just incremental advancement. It's the natural evolution of our core philosophy: that the future of client data management lies in the powerful combination of artificial and human intelligence.

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Why Aiviq Intelligence, Why Now?

The name isn't accidental. AIVIQ has always meant the fusion of AI (artificial intelligence) and IQ (human intelligence). By choosing "Intelligence" as the name of our AI capability, we are reinforcing our fundamental belief that both artificial and human intelligence are woven into our DNA. This isn't a bolt-on feature or experimental offering - it's the intelligence layer that spans the entire platform.

Why now? The urgency for faster, more strategic, and insight-driven decisions has never been greater in investment management. However, a major barrier to effective AI adoption across the industry has been poor data quality and fragmented data management. At Aiviq, we have already solved this challenge, building intelligence on top of our AI-ready golden source client datasets – collectively known as the Client Book of Record. This foundation uniquely positions us to lead AI adoption in the industry and help our asset managers unlock real business value from day one on the platform.

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Meet Our Growing Intelligence Team

We are thrilled to introduce the exceptional professionals driving our AI vision forward:

This team combines deep asset management expertise with cutting-edge AI capabilities, and we are continuing to expand as our initiatives gain momentum.

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Intelligence Capabilities Taking Flight

Our Aiviq Intelligence team has already been hard at work developing core capabilities that address the most pressing challenges in asset management:

Client Intelligence

AI-powered insights that provide fast, personalised client-level analytics including flow analysis, tailored executive briefings, asset retention risk modelling, and growth opportunity identification. Client intelligence enhances client engagement and enables teams to optimise sales and service decision making.

Matching Intelligence

By embedding our Aiviq Intelligence directly into existing product workflows, we are transforming client matching and sales attribution from a labour-intensive process to a strategic advantage. Our goal: achieve total and continuous AUM attribution across all customers while maintaining attribution accuracy.

File Intelligence

We are enhancing our managed services, leveraging Aiviq Intelligence to help monitor and respond to missing data or processing issues across the thousands of daily datapacks and files we integrate from third-party administrators, distributors and platforms. Improved customer alerting, advanced anomaly detection, automated remediation - all powered by custom service agents that understand asset management operating models and Aiviq service levels.  

And this is just the beginning. Our roadmap is shaped by the world-leading investment managers we are lucky to count amongst our valued customers - from advanced pattern recognition and flow prediction models to automated agreement and financial terms data extraction and client service automation.

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What Our Lead Data Scientist Says

Stay tuned for our upcoming in-depth interview with Julia Larsson, our Lead Data Scientist, where she shares insights on how AI is fundamentally changing the asset management landscape. Here is a preview of what she told us:

"Asset managers will be able to harness AI to rapidly interpret complex data sets, uncover hidden insights, and strategically respond to market opportunities and risks. At Aiviq, we combine years of experience in data management with a deep understanding of what really matters to asset managers. Our AI roadmap is built hand-in-hand with the industry, reflecting real-world needs and priorities."

She also addresses the biggest misconception about AI in asset management: "That AI simply replaces human decision-making. In reality, AI augments and scales human capability by handling complex computations and uncovering deeper insights, allowing humans to focus on strategic decisions and nuanced judgment. At Aiviq, we believe AI and IQ go hand in hand."

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The Intelligence Advantage

What sets Aiviq Intelligence apart is not just our technology - it's our approach.  Our AI capabilities are built on:

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Ready to Experience Aiviq Intelligence?

The future of asset management isn't just about managing data - it's about unleashing the intelligence within it. Aiviq Intelligence represents our commitment to AI-native client data management, helping asset managers move from reactive data processing to proactive strategic decision-making.

We are excited to share this journey with forward-thinking asset managers who are ready to embrace the next evolution of their industry.

Ready to discover how Aiviq Intelligence can transform your client and sales operations? We would love to discuss how our AI capabilities can address your specific challenges and unlock new opportunities for your business. Contact us today to schedule a conversation with our team.