Aiviq Insights

Our latest industry perspectives and thought leadership

Stay updated on what's driving the conversation at our asset managers as well as our latest events, news and product updates

Latest articles

The Intelligence Gap: AI Whitepaper
October 27, 2026

The Intelligence Gap: AI Whitepaper

Matching the Adviser, Not Just the Firm: Contact-Level Matching
October 20, 2026

Matching the Adviser, Not Just the Firm: Contact-Level Matching

Product Groupings: Link Your Terms to Product Ranges, Recognise Revenue with Every Launch
October 7, 2026

Product Groupings: Link Your Terms to Product Ranges, Recognise Revenue with Every Launch

The Engine Behind Aiviq Intelligence: Redefining AI Infrastructure in Asset Management
October 1, 2026

The Engine Behind Aiviq Intelligence: Redefining AI Infrastructure in Asset Management

What Are You Going to Do if AI Commoditizes the Investment Process?
September 1, 2026

What Are You Going to Do if AI Commoditizes the Investment Process?

Asset Managers Are Targeting the Wrong Distributors - Because They're Using the Wrong Map
August 19, 2026

Asset Managers Are Targeting the Wrong Distributors - Because They're Using the Wrong Map

Territory Rules Without a System: Why Coverage Models Break Down
August 5, 2026

Territory Rules Without a System: Why Coverage Models Break Down

Agreement & Terms Management: Learnings from 7 Asset Manager Forums
July 21, 2026

Agreement & Terms Management: Learnings from 7 Asset Manager Forums

Why Asset Managers Can No Longer Afford to Operate Without a Client Book of Record
June 28, 2026

Why Asset Managers Can No Longer Afford to Operate Without a Client Book of Record

Your Agreement Data Exists. Your Revenue Intelligence Doesn't. Here's Why.
June 23, 2026

Your Agreement Data Exists. Your Revenue Intelligence Doesn't. Here's Why.

Aiviq Launches AI-Powered Snowflake Native App on Snowflake Marketplace
June 12, 2026

Aiviq Launches AI-Powered Snowflake Native App on Snowflake Marketplace

Your Sales Attribution Model Is Only as Good as Your Client Master
June 2, 2026

Your Sales Attribution Model Is Only as Good as Your Client Master

From SaaS to SCaaS: Semantic Content as a Service
May 20, 2026

From SaaS to SCaaS: Semantic Content as a Service

Aiviq is Now Live on Snowflake Marketplace
May 13, 2026

Aiviq is Now Live on Snowflake Marketplace

From Raw Data to Insight, Instantly
April 30, 2026

From Raw Data to Insight, Instantly

Why Leading Firms Are Moving to Aiviq's Client Agreements & Terms
February 12, 2026

Why Leading Firms Are Moving to Aiviq's Client Agreements & Terms

Why Unified Client Data Matters More Than Ever for US Asset Managers
January 22, 2026

Why Unified Client Data Matters More Than Ever for US Asset Managers

The Pre-Sales Playbook Nobody Talks About: 3 Main Insights From Aiviq's New Head of Pre-Sales
January 15, 2026

The Pre-Sales Playbook Nobody Talks About: 3 Main Insights From Aiviq's New Head of Pre-Sales

The Essential Guide to Client Data Platforms: Why Asset Managers Can't Compete Without One
January 14, 2026

The Essential Guide to Client Data Platforms: Why Asset Managers Can't Compete Without One

Aiviq 2025 Year in Review: A Year of Scaling & Transformation
December 23, 2025

Aiviq 2025 Year in Review: A Year of Scaling & Transformation

Why Private Market Firms Are Losing the Data Battle - and How to Win It Back
November 26, 2025

Why Private Market Firms Are Losing the Data Battle - and How to Win It Back

How to Build Your Master Data Management Foundation & Harness AI for Growth (Part 2)
November 18, 2025

How to Build Your Master Data Management Foundation & Harness AI for Growth (Part 2)

What Is Master Data Management and How It Fixes the $1 Billion Client Data Problem (Part 1)
November 5, 2025

What Is Master Data Management and How It Fixes the $1 Billion Client Data Problem (Part 1)

Aiviq Expands Client Data Platform with Official North America Launch
October 9, 2025

Aiviq Expands Client Data Platform with Official North America Launch

The AI Revolution in Asset Management: An Interview with Aiviq Intelligence's Lead Data Scientist
August 18, 2025

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

Introducing Aiviq Intelligence: The Future of AI-Powered Client Data Management
August 14, 2025

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

Building Industry-Leading Professional Services: An Inside Look with David Tevendale
July 10, 2025

Building Industry-Leading Professional Services: An Inside Look with David Tevendale

Whitepaper: Navigating Global Investment Landscapes
June 5, 2025

Whitepaper: Navigating Global Investment Landscapes

Aiviq CEO Letter: Market Outlook & Aiviq's Innovation Focus in 2025/2026
March 6, 2025

Aiviq CEO Letter: Market Outlook & Aiviq's Innovation Focus in 2025/2026

Hidden Data Roadblocks: Why Sales Teams Struggle to Decode Their Flow Drivers
January 28, 2025

Hidden Data Roadblocks: Why Sales Teams Struggle to Decode Their Flow Drivers

Aiviq 2024 Wrap-Up
December 19, 2024

Aiviq 2024 Wrap-Up

Client Matching: Optimising Distribution Intelligence in Asset Management
December 18, 2024

Client Matching: Optimising Distribution Intelligence in Asset Management

Implementing AI and Big Data in Asset Management Operations
November 20, 2024

Implementing AI and Big Data in Asset Management Operations

Aiviq’s Global Services Expansion: Connectivity Across Regions for Asset Managers
October 31, 2024

Aiviq’s Global Services Expansion: Connectivity Across Regions for Asset Managers

AI and CRM: Evolution or Revolution?
June 20, 2024

AI and CRM: Evolution or Revolution?

Precision Under Pressure: Accuracy in the Face of Success
April 18, 2024

Precision Under Pressure: Accuracy in the Face of Success

Interview with Celia Fraser, Co-Head of Business Data, Analytics & Tools at Capital Group
March 20, 2024

Interview with Celia Fraser, Co-Head of Business Data, Analytics & Tools at Capital Group

Unlocking Insights for Asset Managers in the UK Financial Advice Market
February 21, 2024

Unlocking Insights for Asset Managers in the UK Financial Advice Market

Luxembourg Roundtable Wrap-Up: Data-Driven Distributor Oversight & Regulatory Compliance
February 20, 2024

Luxembourg Roundtable Wrap-Up: Data-Driven Distributor Oversight & Regulatory Compliance

Whitepaper: A New Emphasis on Fund & Client Profitability in Investment Management
January 29, 2024

Whitepaper: A New Emphasis on Fund & Client Profitability in Investment Management

Aiviq CEO Letter: Industry Outlook and Strategic Focus for 2024
December 14, 2023

Aiviq CEO Letter: Industry Outlook and Strategic Focus for 2024

The Future of Distribution Oversight, Roundtable Wrap-up!
September 28, 2023

The Future of Distribution Oversight, Roundtable Wrap-up!

Exploring Data Engineering And Cloud Architecture With Aiviq's Pavan Cherlapelly
June 30, 2023

Exploring Data Engineering And Cloud Architecture With Aiviq's Pavan Cherlapelly

Aiviq: The New Best Era of ADS
June 8, 2023

Aiviq: The New Best Era of ADS

AI In Asset Management: Aiviq Roundtable Wrap-up
June 5, 2023

AI In Asset Management: Aiviq Roundtable Wrap-up

Broadridge And Aiviq Enhance Data Integration For Asset Managers
May 3, 2023

Broadridge And Aiviq Enhance Data Integration For Asset Managers

FCA Consumer Duty: What Is It And Why Does It Matter
March 1, 2023

FCA Consumer Duty: What Is It And Why Does It Matter

Aiviq Achieves Global ISO 27001 Information Security Certification
January 19, 2023

Aiviq Achieves Global ISO 27001 Information Security Certification

2022 Wrapped
January 9, 2023

2022 Wrapped

Interview With Aiviq CEO Lee Griggs
December 16, 2022

Interview With Aiviq CEO Lee Griggs

The True Cost Of Messy Client Data
December 8, 2022

The True Cost Of Messy Client Data

Data On Demand: The Aiviq Snowflake Integration
September 28, 2022

Data On Demand: The Aiviq Snowflake Integration

ISO 27001: The New Standard For Hosting Sensitive Client Data
August 2, 2022

ISO 27001: The New Standard For Hosting Sensitive Client Data

Through The Looking Glass
July 26, 2022

Through The Looking Glass

TSAM 2022: Takeaways
July 12, 2022

TSAM 2022: Takeaways

The Challenges Of Client Revenue
May 18, 2022

The Challenges Of Client Revenue

Mastering Client 'AUM, Flow and Revenue'
May 17, 2022

Mastering Client 'AUM, Flow and Revenue'

Hedge Funds Shift To Digital
May 17, 2022

Hedge Funds Shift To Digital

TSAM 2022: Putting AUM and Flow In The Spotlight
May 15, 2022

TSAM 2022: Putting AUM and Flow In The Spotlight

Prioritising Strategic Scale Over Cost Reduction
April 4, 2022

Prioritising Strategic Scale Over Cost Reduction

Meet Sarah Chance, First Sentier Investors
March 7, 2022

Meet Sarah Chance, First Sentier Investors

Spreadsheets Have Asset Managers In A Stranglehole
February 24, 2022

Spreadsheets Have Asset Managers In A Stranglehole

Shifting To Client Revenue
February 9, 2022

Shifting To Client Revenue

Zombie Rebates An Escape For Asset Managers (2/2)
January 27, 2022

Zombie Rebates An Escape For Asset Managers (2/2)

What Are Zombie Rebates And How To Stop Them
January 10, 2022

What Are Zombie Rebates And How To Stop Them

How to Master Client AUM And Flow Data
December 7, 2021

How to Master Client AUM And Flow Data

Royal London Asset Management Chooses Aiviq
December 1, 2021

Royal London Asset Management Chooses Aiviq

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Interviews with industry leaders, market commentary and new ways asset managers are using Aiviq, shared first on LinkedIn.