Upcoming Webinar - Canoe

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Trends. 3 new ways to automate middle-office, treasury, compliance, etc. Streamlining GP-LP communication.
AI strategy. Using AI to classify docs and extract data. Leveraging AI while boosting security and cutting risk.
Emerging tech. How firms use Canoe to automate tax data management. New features to streamline work.

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What’s covered

Latest updates. New capabilities for asset data, treasury, fraud detection, tax doc management, compliance, etc. (16:25)
Optimizing data. Boosting accuracy and quality control. Leveraging RAG, prompt versioning, human review, etc. (37:30)
Future of AI. AI workflows that really work. Anomaly detection, visual data extraction, doc translation, and more. (47:55)
Mapping multiple doc types. Standardizing broad data models, multiple doc types, etc. Automating mapping. (51:40)

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Canoe Intelligence Webinar

Speakers

Jason Eiswerth

CEO

Jason has 30+ years of experience building, scaling, and leading tech driven business. He specializes in helping firms streamline alts management and grow.

Mike Muniz

Mike Muniz

CRO

Michael has worked 12+ years in alts strategy & revenue management. He has in-depth industry knowledge of investment management, private equity, and more.

Noel Calhoun

Noel Calhoun

CTO

Noel has 8+ years of experience leading technology and strategy teams. He focuses on alts management, machine learning, data analysis, and revenue growth.

Betsy Daitch

Betsy Daitch

VP of Marketing

Betsy has 15+ years of experience in business development and marketing for financial firms. She brings deep expertise in content development and research for alts teams.

Reduce manual alts
admin tasks by 75%

See how AI is eliminating manual administration work and unlocking growth.

Reduce manual alts admin tasks by 75%

Buyers Guide - Alts Data Management Solutions

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