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.
Sponsor
This 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 LinkedIn
Episodes are also available on other podcasting platforms:
Chapters:
00:00 Opening
00:39 Introduction to Diana Dinis
02:45 Understanding bunch: The Fund Administration Platform
05:01 The Creation of bunch
06:35 Diana's Role and Responsibilities
07:59 Balancing Growth and Resource Allocation
09:22 Automation in Fund Administration
10:39 Leveraging AI and Automation
16:38 Human Oversight in AI Processes
18:15 Client Exposure to AI Tools
18:55 AI Agents in Fund Administration
22:18 AI Models, Tools and Software
24:17 Impact of AI on Engineering Productivity
27:15 AI Benefits
28:27 Fostering an AI Culture at bunch
30:43 Next Focus for AI Application
31:49 Governance Oversight
33:14 The Future of Fund Administration with AI
34:35 Personal Use of AI in Daily Life
36:45 Getting Started with AI
38:57 Key Takeaway and Book Recommendation
40:03 Connecting with Diana and bunch
40:37 Episode Close