The AI Revolution in Asset Management: An Interview with Aiviq Intelligence's Lead Data Scientist

As artificial intelligence transforms the investment landscape, we sat down with Julia Larsson, Lead Data Scientist at Aiviq Intelligence, to explore how AI is reshaping asset management and why this moment represents a fundamental shift for the industry.

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‍Julia, welcome to Aiviq! Tell us about your background and what drew you to join as Lead Data Scientist.

My background spans data and AI across various industries, particularly asset and wealth management. Previously at Aiviq’s sister company, Alpha Alternatives, I focused on AI strategy and implementation at the intersection of data, AI, and business, predominantly for asset mangers in private markets.

What drew me to Aiviq was its powerful combination of visionary thinking and robust technology - ultimately providing high-quality, structured golden source data to build on. Aiviq is uniquely positioned to lead AI innovation in ways competitors simply cannot match. ‍

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What excites you most about being the first hire to the Intelligence team?

I get to shape our AI strategy from the ground up, working with clients and benefitting from Aiviq's years of deep industry experience. But more importantly, I can immediately leverage Aiviq's powerful data foundations. While other firms struggle with basic data quality issues, we're already delivering genuine value through advanced AI applications.

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We have just launched the Aiviq Intelligence team. What does this new AI capability mean for asset management?

It means a fundamental shift towards proactive, intelligent decision-making. Asset managers can now harness AI to rapidly interpret complex datasets, uncover hidden insights, and respond strategically to market opportunities in real-time.

Our Client Intelligence solution exemplifies this - delivering fast, personalised insights including flow analytics, tailored briefings, retention risk alerts, and growth opportunity identification. It directly enhances client engagement and drives commercial impact at scale.

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What makes this the right moment for asset managers to embrace AI?

The urgency for faster, insight-driven decisions has never been higher. However, poor data quality remains a major barrier to AI adoption across the industry. Aiviq has already solved this fundamental challenge with our well-structured, centralised golden data source. This positions us to lead AI adoption and help asset managers unlock real business value from day one - not after years of data remediation.

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Asset managers are drowning in messy client data. How can AI fundamentally change this?

AI transforms chaos into clarity at scale. It automatically extracts, cleanses, structures, enriches, and analyses unstructured data - freeing asset managers from manual data wrangling to focus on high-value strategic decisions.

Beyond Client Intelligence, we're developing File Intelligence that automates third party data loading and monitoring, and Matching Intelligence that uses advanced algorithms for real-time entity resolution and sales attribution. These capabilities achieve accuracy rates impossible with manual approaches while dramatically accelerating processes like account onboarding and management reporting. ‍

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Can you give a concrete example of how AI solves previously impossible problems?

AI excels at identifying complex, non-linear relationships in massive datasets - like real-time anomaly detection in fund flows or predictive risk modelling across diverse asset classes. It interprets contractual agreements and extracts insights from extensive document libraries at superhuman speed and accuracy.

Our intelligence suite replaces previously unmanageable manual work with real-time, scalable solutions that transform how asset managers operate. ‍

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How do you ensure AI delivers genuine insights rather than just automated reports?

We continuously refine our models with high-quality data, align outputs to strategic business questions, and emphasise explainability. Our approach combines the full spectrum of advanced machine learning techniques - from deep learning and ensemble methods to statistical modelling and pattern recognition algorithms - not just generative AI. This scientific, methodical approach is designed to deliver robust, accurate insights that convert even the most skeptical asset managers. Personalisation is crucial - insights must be contextually relevant for each client's specific needs.

Our roadmap is built hand-in-hand with asset managers, reflecting real-world priorities. This is where we bring together AI with IQ - artificial intelligence with human intelligence - to drive actionable outcomes. ‍

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What's the biggest misconception about AI in asset management?

That AI replaces human decision-making. In reality, AI augments human capability by handling complex computations and uncovering deeper insights, allowing humans to focus on strategic decisions requiring expertise and intuition.

AI and IQ are complementary, not interchangeable. Together, they unlock capabilities neither could achieve alone. ‍

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What AI trends excite you most?

The integration of Generative AI, AI Agents, and Multimodal AI represents the next frontier. Generative AI transforms content creation and strategy documentation. AI Agents are evolving into autonomous systems handling complex tasks like contract interpretation and client behaviour monitoring. Multimodal AI combines text, images, and audio for richer contextual understanding.

As our recent whitepaper on global investment dynamics highlights, "the gap between AI leaders and laggards in investment management is widening dramatically." These emerging capabilities will separate winners from those left behind. ‍

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Where do you see the Aiviq Intelligence team taking the industry?

We're setting a new benchmark for data-driven intelligence that competitors will struggle to match. By rapidly innovating AI capabilities, we'll enable asset managers to unlock superior performance and drive strategic growth in previously impossible ways.

We'll bring fragmented sources together, structure and enrich data to enterprise-grade standards, then deliver personalised insights tailored to specific contexts. Our goal: ensure every decision is powered by contextual, high-quality intelligence that drives measurable impact.

Luke Tones, Head of Product at Aiviq, says:

“We're witnessing the defining moment for asset management - AI isn't just changing how firms operate, it's determining who survives and who leads the next decade. The future belongs to firms that can harness AI to unlock hidden value in their data faster than competitors. Julia and our Aiviq Intelligence team aren't just building tools - they're architecting the competitive moat that will define industry winners in the AI era”

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‍Ready to experience the power of Aiviq Intelligence? Contact our team to discover how we can unlock your data's hidden potential and accelerate your competitive advantage in the AI-driven future of asset management.