April 2020

A Fresh Look at Storyboards in Jacobi

In this video, Curtis Evans introduces you to Storyboards in Jacobi. These allow investment groups to rapidly scale their processes, step beyond spreadsheets and add efficiency. As market falls put the spotlight back on cost control, the transformation of investment firms has now become necessary.

Recent Insights

Investment data strategy
Investment Strategy

Why Investment Groups Need a New Data Strategy for the AI Era

As artificial intelligence transforms the investment landscape, traditional data strategies are rapidly losing relevance. For investment groups, the future demands a fundamental shift - from .....
AI in investment management
Investment Management

The Jirafication of Investment Management in the Age of AI

Investment management has long been defined by intellectual curiosity, analytical rigor, and high-stakes decision-making. Historically, these strengths thrived in siloed environments - portfolio managers, analysts, .....