Thursday, 19 March, 2026 | 10:00 AM GMT
Asset managers are rapidly moving toward AI-driven operating models to enhance speed, accuracy, and insight. However, these initiatives often struggle to scale without a robust data foundation that can support complex workflows and governance.
To help investment firms navigate this change, this webinar focuses on ground-level execution. We will demonstrate three specific AI agents designed to move firms from pilot programs to successful enterprise outcomes.
Agenda Highlights:
- Bridging the Gap: Architecture to Outcomes : Shift data management from operational infrastructure to a strategic accelerator.
- IVP CoPilot and Democratising Enterprise Data: Natural language search across deals, security and reference master data, and data warehouse systems leveraging a domain-aware semantic layer.
- Credit Service Agreements and Automating the Golden Record: Extract material terms, covenants, and amortization tables from complex loan documents with citation-backed transparency.
- AI Compliance and Document to Deployment: Transform static investment management agreements (IMAs) and CLO documents into executable system rules.
Hosted by:
Raghav Agrawal
Director and AI SME, Indus Valley Partners
Abhishek Banerjee
Director and Data Management SME, Indus Valley Partners