Private markets are typically associated with unique operational and regulatory complexities. This means that many financial institutions struggle to offer a proposition that can be scaled to a level that meets commercial ambition without causing operational challenges and inefficiencies.
For many organisations, deal origination, investor profiling, information management and regulatory compliance are all reliant on manual human intervention. Collating and interpreting data from various sources, extracting valuable insights and using this information to generate commercial opportunities is a hugely involved process, while a lack of robust governance often creates ‘regulatory black holes’.
Delio’s customisable workflow automation can be configured around your business processes and will save time, improve efficiency and reduce reliance on manual, human intervention. Digitising your operational processes means that you can create a centralised hub of information relating to every aspect of your private markets offering, all of which is accessible at the click of a button.
Say goodbye to manual, time-consuming processes. End your reliance on disparate data stored in multiple locations. Add a new level of rigour and compliance to your private market activities. Use data insights to connect the right client to the right investment at the right time.
All of which enables you to spend more time doing what you do best – advising your clients.
Delio's digital tools help financial institutions to connect their clients with private market opportunities quicker and more effectively than ever before.
Create configurable workflows that are built around the way you do business, rather than a rigid, ‘out of the box’ process. Reduce deal friction, remove operational barriers and track action management across the entire investment lifecycle.
Real-time analytics and configurable dashboard reports present a transparent view of your entire private markets operation. Upload, manage and distribute data direct from the platform to reduce the burden of collating management information and portfolio performance.
Say goodbye to valuable data being stored in disparate, inaccessible silos. Delio’s technology becomes the core of your private markets offering, with document storage, portfolio information, pipeline management and deal activity all being managed through one integrated platform.
Our digital solution enables us to better manage our client relationships and unlock more opportunities by streamlining processes. The support we received was excellent, we highly recommend Delio.
Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.