Warning: Not about AI…

My fourteen-year-old son was wondering how artificial intelligence would affect my work. He had read how not too far in the future there will be lots of people displaced by AI and having nothing to do. At first, he was excited–that would let him play video games all day. Then, when I reminded him that he couldn’t live in our basement and that after college, he would need to get a job, he was less enthusiastic.

WARNING: This is not an article on artificial intelligence. Sorry to disappoint. I am curious like everyone else. It’s important to do our homework now so we can be properly ready when AI is a useful tool in our day-to-day roles.


In the investment management business, it’s important to stay up to date with trends. For the past few years, we’ve been focused on data and driving intelligence as well as efficiencies with the data we collect. Firms have created departments called business intelligence, data analytics, and sales enablementaround this concept. Data is still key. 

Why should investment managers focus on data and streamlining processes before spending on artificial intelligence? 

Investment managers should prioritize data and process optimization because a strong foundation in data management enhances decision-making. Streamlining processes ensures efficiency, reducing costs and risks. While AI can complement these efforts, a solid data infrastructure forms the backbone for the effective utilization of advanced technologies.

Solid data infrastructure and streamlined processes ensure efficiency

Having multiple vendors creates an unnecessary burden on your firm’s vendor, legal, compliance, and technology teams. Having data flying and crisscrossing is complex. For many firms, you have one vendor for sales enablement, one for client reporting, one for regulatory reporting, one for fund tools, and one for investor portals. 

Imagine systems that talk to each other. Data flows seamlessly and logically to the right places.

Brad Burgunder

Brad Burgunder

Relationship Manager

Partnering with Kurtosys, you can take data directly from your warehouse and feed it through a single layer (Excel, API, or data cloud providers like Snowflake) directly into the Kurtosys App. The same data can flow seamlessly and logically to the right places. Imagine systems that talk to one another. You can create a chart for your website and use it in a client presentation. Then when the data updates, the website and the presentation get automatically updated. That can make for happy sales and happy compliance people. Rare in our business. If you’re interested in learning more, please reach out to us.

And thanks to ChatGPT for the answer to the question above. Hey, it’s hard not to use it!