I’m thrilled to sit down with an expert from FE fundinfo, a leader in financial data and technology solutions, to discuss their groundbreaking launch of Nexus AI. With a deep understanding of the investment industry’s evolving needs, they are at the forefront of transforming how asset managers and financial advisers operate. Today, we’ll explore how Nexus AI addresses critical challenges like fragmented systems, regulatory pressures, and inefficiencies in client servicing, while redefining workflows through innovative AI tools. Let’s dive into this game-changing development and what it means for the future of investing.
Can you give us an overview of Nexus AI and explain why FE fundinfo chose to launch it at this particular time?
Absolutely. Nexus AI is a purpose-built AI layer integrated into our existing Nexus platform, designed to streamline the entire investment lifecycle for asset managers and financial advisers. It tackles everything from compliance and research to client servicing by connecting fragmented systems into a unified, intelligent workflow. We decided to launch it now because the industry is at a critical juncture—professionals are under immense pressure to deliver faster, more accurate results while grappling with outdated processes and systems. Our research and client feedback showed a clear demand for a solution like this, and with advancements in AI technology, particularly after integrating capabilities from our recent acquisition, the timing felt right to bring this transformative tool to market.
What specific challenges in the investment industry is Nexus AI aiming to solve?
One of the biggest issues is the inefficiency caused by fragmented systems—nearly half of asset managers cite legacy technology as a major barrier to operational efficiency. Nexus AI bridges those gaps by unifying workflows. Additionally, 90% of managers feel the heat to deliver fund data quicker and with pinpoint accuracy, while over a third struggle with the resource-heavy task of producing regulatory documents. Nexus AI directly addresses these pain points by automating processes, enhancing data access, and reducing compliance risks, allowing professionals to focus on strategic decision-making rather than manual tasks.
How does Nexus AI integrate with the existing Nexus platform, and what sets it apart from other AI tools in the market?
Nexus AI is fully embedded within the Nexus platform, meaning it’s not a standalone tool but a seamless enhancement to the workflows our clients already rely on. It connects disparate systems into a single, intelligent process, covering critical areas like research, compliance, and documentation. What makes it unique is the combination of our trusted data foundation and tailored AI capabilities. Unlike generic AI tools, Nexus AI is built specifically for the investment industry, with features like natural language querying and automated compliance checks that are fine-tuned to the needs of asset managers and advisers.
Can you elaborate on how Nexus AI helps asset managers handle the pressure of delivering fund data faster and more accurately?
Certainly. Speed and accuracy are non-negotiable in this industry, and Nexus AI tackles both head-on. Features like Smart Notifications proactively alert managers to missing data or market shifts, so they’re not caught off guard. Meanwhile, AI Search pulls together insights from filings, datasets, and internal documents in seconds, cutting down research time dramatically. These tools ensure managers can access critical information instantly and act on it with confidence, meeting the high expectations placed on them.
With regulatory document production being such a burden for many managers, how does the Document Inspector feature make a difference?
Regulatory document production is a huge drain on resources—37% of managers say it’s their most time-intensive task. The Document Inspector automates validation against over 600 UK compliance rules, flagging issues and identifying regulatory changes early. This cuts down on manual review time and significantly reduces compliance risks. It’s like having an expert auditor built into the system, ensuring accuracy while freeing up teams to focus on higher-value work.
Legacy systems are a major obstacle for many firms. How does Nexus AI address the inefficiencies tied to outdated technology?
Legacy systems are indeed a hurdle for 46% of asset managers, often slowing down processes and creating data silos. Nexus AI doesn’t necessarily replace these systems outright but works alongside them, integrating data and workflows into a cohesive platform. It acts as a modern layer that brings outdated tech into the present, streamlining operations without requiring a complete overhaul. We’ve seen firms transform their efficiency by using Nexus AI to bridge gaps between old systems and new demands, saving time and reducing errors.
Turning to financial advisers, how does Nexus AI help save time during client meetings, especially with so much time spent on updating data?
Our research shows 61% of advisers spend over 20% of client meetings just updating information—that’s a huge chunk of time not spent on meaningful engagement. Nexus AI changes that with tools like the Meeting Agent, which records and transcribes sessions, saving up to an hour per meeting. Features like AI-Powered Reporting and Smart Data Capture also automate client recaps and extract key info from transcripts, so advisers can focus on building relationships and providing tailored advice rather than getting bogged down in paperwork.
Your CEO mentioned that Nexus AI isn’t just technology but a new way of working. Can you expand on what that means for the industry?
He’s absolutely right. Nexus AI isn’t just about automating tasks; it’s about reimagining how investment professionals operate. It weaves trusted data, compliance, and intelligence into everyday workflows, empowering firms to move faster and think smarter. This means shifting from reactive, manual processes to proactive, data-driven decision-making. It’s a cultural shift as much as a technological one, enabling teams to prioritize strategy and client service over repetitive tasks, ultimately reshaping the future of investing.
What’s your forecast for the role of AI in the investment industry over the next few years?
I believe AI will become the backbone of the investment industry in the coming years. We’re already seeing it streamline operations and enhance decision-making, but I expect its adoption to accelerate as firms recognize the competitive edge it provides. Over the next few years, AI will likely drive deeper personalization in client services, further automate complex compliance processes, and unlock predictive insights from vast datasets. Tools like Nexus AI are just the beginning—we’re heading toward a future where AI isn’t a luxury but a fundamental part of how the industry operates.