Industry Insights

Industry Insights

As alternative asset management thought leaders we are constantly researching and advising our clients on the latest trends and topics in asset management & technology. We strive to share that knowledge to enhance the community we serve.

As industry thought leaders we are constantly researching and advising our clients on the latest trends and topics in financial services & technology. We strive to share that knowledge to enhance the community we serve.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

How Claude Code Turned
Manager Due Diligence
Questionnaires Into Data a
Multi-Manager Fund Can Analyze

Learn how FinServ Consulting used Claude Code to turn a multi-manager fund’s DDQs into structured Salesforce data.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

How a SharePoint Online Migration
Makes Private Equity and Hedge
Fund Documents AI-Ready

Learn how FinServ Consulting helps private equity and hedge funds make their documents AI-ready.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

In-Source, Co-Source, or
Outsource? Choosing the Right
Fund Administration Model

Learn how FinServ Consulting helps alternative asset managers choose a fund administration model.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

How Claude and Salesforce MCP
Automate CRM Data Entry for
Investment Firms

Learn how FinServ Consulting helps alternative asset managers automate Salesforce data entry with Claude and MCP.

Modernizing the Filing Cabinet:
How Private Equity Firms Can
Implement SharePoint Online

Learn how FinServ Consulting can
help Private Equity firms implement SharePoint Online to streamline
internal operations.

Modernizing the Filing Cabinet:
How Private Equity Firms Can
Implement SharePoint Online

Learn how FinServ Consulting helps
Private Equity firms transition from
Legacy Shared Drives to SharePoint
Online to streamline Internal Operations.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

How a Multi-Manager Fund
Leverages Salesforce for
Operational Excellence

Learn how FinServ Consulting can help
alternative asset managers leverage
Salesforce to achieve operational excellence.

How FinServ Helped a Private
Credit Client Unlock Hidden
Insights in Its Operational Data

Learn how FinServ Consulting can help
alternative asset managers transofrm
their data into actionable insight.

How FinServ Helped a Private
Credit Client Unlock Hidden
Insights in Its Operational Data

Learn how FinServ Consulting can help
alternative asset managers transofrm
their data into actionable insight.

AI in Investor Portals: Unlocking
Efficiency for Private Equity Firms

Discover how Investor Portals can
leverage AI to enhance the operational
efficiency of Private Equity Firms.

AI in Investor Portals: Unlocking
Efficiency for Private Equity Firms

Discover how Investor Portals can
leverage AI to enhance the operational
efficiency of Private Equity Firms.

The Key to Private Equity
Funds Leveraging AI –
Clean Data

Learn how FinServ Consulting can help Private Equity firms clean their data to utilize AI in the most effective way.

The Key to Private Equity
Funds Leveraging AI –
Clean Data

Learn how FinServ Consulting’s Private Equity Salesforce Skin transforms Salesforce into a purpose-built front-office platform.

Transforming PE Firms with
FinServ's Salesforce Skin

Leveraging Administrators for
Management Company
Outsourcing in Private Equity

Learn how FinServ Consulting can help
alternative asset managers leverage an
administrator for outsourcing operations.

Leveraging Administrators for
Management Company
Outsourcing in Private Equity

Learn how FinServ Consulting can help
alternative asset managers leverage an
administrator for outsourcing operations.

Driving Private Equity Success
with Salesforce: A Case Study
by FinServ Consulting

Learn how Salesforce can be customized for the key business processes of a Private Equity firm

Driving Private Equity Success
with Salesforce: A Case Study
by FinServ Consulting

Learn how Salesforce can be customized for the key business processes of a Private Equity firm