EP01: Diana Dinis - How FinTech bunch is Tackling Private Markets and Fund Administration
In this episode of The Fund AI Pod, host Iain Carey interviews Diana Dinis, VP of Product at bunch, a fund administration platform. They discuss Diana's extensive background in FinTech, the challenges and strategies of scaling a tech-based startup, and the significant role of AI in automating fund administration processes. Diana shares insights on the current state of automation in the industry, the use of AI for data extraction, and the future potential of AI agents in enhancing operational efficiency. The conversation emphasises the importance of governance in AI implementation and the vision for making private markets more accessible to retail investors.SponsorThis episode is brought to you by:zentia - helping asset managers, funds, service providers and enterprises implement automation and AI agents through their Microsoft ecosystem. https://www.zentia.io/Follow on LinkedInGuest (Diana Dinis): https://www.linkedin.com/in/diadin/Host (Iain Carey): https://www.linkedin.com/in/iaincarey/Episodes are also available on other podcasting platforms:YouTube - Video: https://youtu.be/BiyMq6QxlcsApple Podcasts: https://podcasts.apple.com/us/podcast/the-fund-ai-pod/id1843639157Chapters:00:00 Opening00:39 Introduction to Diana Dinis02:45 Understanding bunch: The Fund Administration Platform05:01 The Creation of bunch06:35 Diana's Role and Responsibilities07:59 Balancing Growth and Resource Allocation09:22 Automation in Fund Administration10:39 Leveraging AI and Automation16:38 Human Oversight in AI Processes18:15 Client Exposure to AI Tools18:55 AI Agents in Fund Administration22:18 AI Models, Tools and Software24:17 Impact of AI on Engineering Productivity27:15 AI Benefits28:27 Fostering an AI Culture at bunch30:43 Next Focus for AI Application31:49 Governance Oversight33:14 The Future of Fund Administration with AI34:35 Personal Use of AI in Daily Life36:45 Getting Started with AI38:57 Key Takeaway and Book Recommendation40:03 Connecting with Diana and bunch40:37 Episode Close
The Fund AI Pod is a weekly (each Thursday) podcast and video about AI usage in the asset management and funds industry. Each episode interviews a funds professional to learn how they or their firm are using AI in real, practical examples. We hope to inspire others in the funds industry to increase their AI adoption.
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