ASSET MANAGEMENT

AI agents for
Asset Management

In today's asset management industry, speed, transparency, and operational excellence are essential. Lampi AI helps asset managers to deliver higher value for clients—streamlining research, automating reporting, and strengthening compliance—while keeping sensitive data secure at every step.

Why Lampi AI

Accelerate Research and Insights

Instantly extract and synthesize information from earnings calls, filings, market news, and regulatory updates. Lampi AI enables analysts to identify opportunities, risks, and trends across thousands of companies in a fraction of the time manual research would require.

Streamline Investor Reporting and Communication

Deliver customized, on-demand reports and portfolio updates to clients—fast, accurate, and always aligned with your firm's standards. Enhance transparency, strengthen trust, and improve client satisfaction.

Uncompromising Security and Confidentiality

Lampi AI is built for regulated financial environments. Your data stays private, never used for model training, and is protected with enterprise-grade security.

High-Impact AI Use Cases for Asset Management

Workflow
AI-Powered Use Case
Value Delivered
Research & Idea Generation

Automated extraction from filings, news, and calls, rapid sector and peer benchmarking

10× faster research, broader coverage, deeper, earlier insight

Operational Automation

Automated KYC/client onboarding, routine compliance checks, corporate action processing

Reduced manual workload, lower error rates, faster time-to-service

Investor Reporting & Communication

Custom client reports, on-demand portfolio updates, dynamic data-driven presentations

Higher client satisfaction, consistent, transparent communication

Regulatory & ESG Reporting

Automated disclosure and compliance report generation, ESG data aggregation and validation

80% faster reporting, meet evolving requirements with confidence

Risk and Compliance Monitoring

Automated flagging of anomalies in documentation, ongoing surveillance of operational risks

Early detection of potential issues, stronger risk management and audit trails

Asset Lifecycle Management

Automation of asset onboarding, tracking, and documentation, streamlined record-keeping

Improved operational efficiency, enhanced asset visibility and accuracy

Ready to Elevate Your Asset Management Operations?

Discover how secure, explainable AI can transform your research, operations, and client engagement.