AI & Automation in Middle Office
As investment firms continue to face increasing complexity in managing large portfolios and meeting regulatory demands

According to a 2025 Deloitte study, 78% of private equity investors plan to increase their AI investment in the coming fiscal year, underscoring the growing reliance on technology for operational efficiency. By leveraging automation, firms can eliminate repetitive manual tasks—such as data reconciliation, investor reporting, and compliance tracking—that traditionally consume valuable time and resources.

 
 
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