The Service

Investment firms operate in a high-stakes environment where manual processes, outdated workflows, and legacy systems create operational bottlenecks, increase compliance risks, and limit scalability. Cognivo helps firms automate critical investment processes and implement scalable execution frameworks to drive efficiency, reduce risk, and optimize operational performance.

Recent Industry Insights

• Manual Workflows Create Costly Inefficiencies – According to PwC’s Global Investor Survey 2024, 59% of asset and wealth managers are adopting or considering big data analytics for investment operations, highlighting the critical need for automation.
• Automation is a Top Priority – A 2024 Deloitte survey found that 40% of asset managers list workflow automation as a key initiative to improve efficiency and reduce operational risk.
• Legacy Systems Limit Scalability – A 2024 McKinsey study reports that 53% of investment firms still rely on Excel for risk modeling and reporting, making scalability a major challenge.

These trends highlight the urgent need for firms to adopt automation and scalable execution frameworks to remain competitive in an increasingly data-driven investment landscape.

How Cognivo Helps

Cognivo delivers end-to-end process automation and execution solutions that help investment firms streamline operations, enhance decision-making, and scale efficiently.

1. End-to-End Workflow Automation

• Automate data ingestion, transformation, and reconciliation to eliminate manual processing.
• Implement trade reconciliation automation to reduce errors and improve processing speed.
• Enhance performance and risk reporting automation to improve efficiency and accuracy.

2. Scalable Infrastructure for Investment Operations

• Design and implement cloud-based execution frameworks for scalability and flexibility.
• Develop automated integration pipelines that connect PMS, OMS, risk, and compliance systems.
• Enable AI-driven anomaly detection to identify discrepancies before they escalate into costly errors.

3. Compliance & Audit-Ready Process Optimization

• Automate regulatory reporting workflows to ensure compliance with SEC, ESG, Basel III, and MiFID II.
• Implement real-time process monitoring to proactively manage operational risks.
• Strengthen data governance and audit trails to improve transparency and accountability.

The Transformation Your Firm Will Realize

• Increased operational efficiency by automating manual workflows and reducing processing time.
• Scalable execution frameworks that allow firms to expand without increasing operational headcount.
• Improved data accuracy and risk monitoring through automated reconciliation and anomaly detection.
• Compliance-ready processes ensuring adherence to regulatory standards and audit transparency.

Success Stories

Large Global Multi-Strategy Hedge Fund Revamps Data and Reporting

A multi-strategy hedge fund managing $2.5 billion AUM faced inefficiencies in reporting, risk monitoring, and data reconciliation due to manual workflows and Excel dependence. Cognivo automated 80% of reporting tasks, reduced data errors by 90%, and saved between $75K–$90K annually, enabling seamless portfolio monitoring.

Click here to read the full case study

Leading Asset Allocator Optimizes Investment Operations

An institutional asset allocator managing a multi-billion-dollar portfolio struggled with fragmented processes, Excel dependence, and manual reconciliations. Cognivo centralized data, automated workflows, and deployed real-time portfolio analytics, saving 250+ hours annually and eliminating operational inefficiencies.

Click here to read the full case study

Why Cognivo

• Deep expertise in investment automation and execution.
• Tailored automation strategies designed specifically for investment firms.
• End-to-end execution, from strategy development to process implementation.
• Proven track record of reducing operational risk and improving efficiency.

Let’s Talk

If your firm is struggling with manual processes, scalability limitations, or operational inefficiencies, let’s discuss how Cognivo can help.