There is usually a smart way and a hard way to do things. This universal truth also applies to alternative asset management firms who are trying to raise capital. So often, they are raising capital the hard way.
We like to observe our clients in their work environments. Sound intrusive? Maybe. But this is what user experience practitioners do. It’s our job. Understanding our users’ goals and behaviors is imperative and factors prominently in our product design.
The evolving dynamics of the institutional investment industry form a complex dance. Everything adds to the intricate pattern: market changes, investment managers, investor needs, institutional partnerships, economic patterns ... and, yes, regulatory and compliance controls around security and data privacy.