Aiviq

Most distribution analytics problems are not analytics problems - they are what happens when the relationships between organisations, legal entities and partnerships are left ungoverned. We unpack why attribution breaks down at the exact point Finance and Distribution try to agree on what a client actually is. ➡️ Subscribe to Aiviq Insights for more: #ClientDataIntelligence #AssetManagement #DataGovernance #Aiviq

Two teams pull AUM for the same client. The numbers do not match, and no one can say with confidence why. Booking centres exist for good reason. Most client data models were never built to hold both the booking view and the commercial view at once, without one quietly overriding the other 🌍 We break down why this happens, and what actually fixes it. ➡️ https://lnkd.in/e-AqiEvT #ClientDataIntelligence #AssetManagement #CrossBorderDistribution #Aiviq

Over the past nine months, our Senior Product Manager Anthony Careno and Head of Product Luke Tones have been running a forum series with leading asset managers - all under Chatham House Rules 🏛️ The goal: understand how firms actually manage client agreements and financial terms, and build TermsCloud around real problems - not assumptions. Seven themes came out of it. Fragmented ownership, disconnected systems, manual reconciliation nobody trusts - and more. For each one, we share what we actually think and how we're building around it. Read it here 👇 https://lnkd.in/eeG54iY7 #Aiviq #AssetManagement #DistributionOps #TermsManagement #FinancialTerms #TermsCloud

Our parent company Alpha FMC is scaling its AI capabilities - and appointing Sam Browning as Group Head of AI to lead it. What stands out isn't the investment itself, but the intent: helping financial institutions deploy AI safely, responsibly, and with measurable impact. That's harder than it sounds in a sector where data quality and regulatory complexity make most AI promises difficult to keep - which is also exactly the problem Aiviq Intelligence is built to solve, from the data layer up. Hear from the Alpha team in the video below 👇

We're growing 🌍 As we continue to further expand our product into different markets, we are looking for new team members to join our Sales, Professional Services and Customer Services teams in the UK and US. We are looking for a: 🔸 Technical Business Analyst (Professional Services) - London 🔸 Senior Customer Services Analyst - London 🔹 Sales Director - North America 🔹 Senior Technical Business Analyst (Professional Services) - North America If you are keen to solve critical data challenges for the world's leading asset managers and want to be part of a globally expanding fintech team, we'd love to hear from you. Check out the open roles → https://lnkd.in/eWWDbHRr #Aiviq #Hiring #FinTech #Sales #ProfessionalServices #Data

We have a new home 🏙️ This week we opened the doors to our new office at Fore Street Avenue in the City. It feels good to have a space that reflects where we are as a team and where we're heading. More room, better location, and somewhere we're genuinely excited to come into! We can't wait to share more moments from here with everyone together in one place. If you're ever nearby - come say hello. You know where to find us 📍 #Aiviq #London #NewOffice

📚 Aiviq Insights Digest: Q2 2026 The themes we have been exploring this quarter: → Agreement Data & Revenue Intelligence (Evelina Molis): https://lnkd.in/g7sEBXmz → Aiviq Snowflake Native App Launch (Lee Griggs): https://lnkd.in/e2cQJfGf → Sales Attribution & Client Master (Evelina Molis): https://lnkd.in/e_3ZkQaJ → Client Hierarchies & AUM Reporting (Evelina Molis): https://lnkd.in/ejSnzz89 → From SaaS to SCaaS: Semantic Content as a Service (Dr. Till Blesik): https://lnkd.in/ed84KU6E → Getting Sales Credit Right (Brooke Strand): https://lnkd.in/dgj8N5BK → Aiviq CEO Letter: Market Outlook 2026/27 (Lee Griggs): https://lnkd.in/dNvEG85S → Sales Territory Management Guide (Dan Sunderland): https://lnkd.in/efyahNcg #Aiviq #Insights #InvestmentManagement #Data

Our team was at the ALFI - Association of the Luxembourg Fund Industry London Conference yesterday - Tom Williams, Evelina Molis and Greg Glass spent the day with fund industry peers talking about where the market's heading 💭 Two things came up repeatedly through the day. On AI in asset management, the message was consistent - the value it delivers is only as strong as the data feeding it. And on ETFs and tokenisation, one point stuck with us: the biggest inefficiency in the industry right now isn't a lack of technology, it's parties duplicating the same reconciliation work because nobody's working from one source of truth. This is what we see over and over again - distribution, product and finance teams each holding a different version of the truth, with no single place to reconcile it. It was great catching up with clients and industry peers throughout the day, see you next year! #Aiviq #ALFI #ALFILondon #AssetManagement #PrivateMarkets #ClientData

Sales credit reconciliation quietly consumes more time and resource than most distribution teams want to admit - our Product Design Manager Brooke Strand breaks down why it's one of the hardest problems in asset management, and how to solve it. 📖 Read the full piece and subscribe to Aiviq Insights for more: #Aiviq #AssetManagement #SalesOperations #CBOR

AUM in the transfer agent. Flows elsewhere. Agreements in spreadsheets. Every leadership question becomes a reconciliation exercise - and everyone quietly accepts it as normal. A Client Book of Record changes that. One mastered, trusted source across AUM, flows, accounts, and agreements that every function draws from. Not a reporting layer, but an operational system of record 📊 We've written about what a modern CBOR looks like and how to build the case for it ➡️ https://lnkd.in/dRar9RXw #Aiviq #AssetManagement #CBOR #Data