INSTINCT DIGITAL

INSTINCT DIGITAL is thrilled to announce that Gary Collins has joined our team as a Board Adviser We are excited to welcome Gary, a seasoned professional with extensive experience in the Investment, Asset and Wealth Management industries and start-ups. His expertise and insights will be invaluable as we develop our next-generation client reporting functionality. This will drive not just compliance, brand alignment and modernised solutions, but also provide the data required for business development together with efficient SEO. Gary's impressive career includes roles at major financial institutions and consultancies, making him an ideal addition to our team as we expand our presence. In his role as Board Adviser, Gary will work closely with our Executive Leadership Team to: • Drive our expansion efforts • Enhance our digital-first solutions for Asset and Investment Managers • Apply his insider's understanding of the industry's modernisation challenges We look forward to tapping into Gary's extensive networks and deep industry knowledge to further our mission of delivering cost-efficient, compliant, and client-centric reporting solutions. Please join us in welcoming Gary Collins to the INSTINCT DIGITAL family. Want to learn more about how we're revolutionising client reporting? Connect with us today. Cassian Scott Derk Ohler Nick Gradel Jeanne Gautron #FinTech #BoardAdviser #AssetManagement #WealthManagement #Innovation #ClientReporting #InvestorCommunications

INSTINCT DIGITAL was thrilled to host an industry dinner with 15 leading figures from the Asset & Investment Management community in London, including COOs and heads of Distribution, Marketing and Reporting. We debated many issues facing the industry in the context of an illuminating discussion of key global and UK economic themes with our special guest. INSTINCT DIGITAL hosts a series of Roundtables, Breakfasts and Industry Suppers in addition to networking events with our Partners and Industry bodies. If you work in Asset & Investment Management we look forward to seeing you at an event soon - drop a link in the comments and we’ll add you to the list 😄. We are passionate about meeting the needs of the industry, our state-of-the-art products are designed to deliver innovation – we achieve this by listening to your needs. #assetmanagement #wealthmanagement #clientreporting #innovation Ian Max Ewart Cassian Scott Derk Ohler Jeanne Gautron Harry Pears Nick Gradel  

Great to see INSTINCT DIGITAL at the The Wealth Mosaic Client Experience Toolkit Roadshow 2024, London, October 3rd - Stephen Wall - great series of sessions ALL solving for the identified challenges and preparing the way for future success. A great series of presentations from Alessandro Tonchia InvestCloud, Inc. Barney Haywood Futureform Pierre Dufauret, CFA Tessa Lee moneyinfo Jonathan Hartley Objectway Caroline Burkart Alpha FMC Divakar Padmanathan Thank you too to Rebekah Drummond and Nick Gradel - INSTINCT DIGITAL The power of the INSTINCT DIGITAL solution clearly demonstrated - A digital-first investment communication platform designed to improve the way Asset Managers operate, manage and communicate investment reporting in a digital age. - see - https://lnkd.in/evWTibMR #reporting #funds #funcentres #fundcenters #factsheets #clientportal #customerportal Nana Sawyerr (Fahm) Jeanne Gautron Sunny S. Derk Ohler Cassian Scott Andy Aicklen Sandy Loder Gerri Hansen Sofia Galante Allie Jenkin Janine Menasakanian Sharmil Patwa Christine Ciriani John Porteous

After the first edition of our Client Experience Toolkit Roadshow events in #Geneva and #Zurich this week, we're switching our attention to the #London edition next week, Thursday October 3rd, at the Eight Club London in Moorgate. Starting at 4pm. Focused on the #trends #developments #needs and #technology around #clientexperience in #wealthmanagement, the event will highlight our recent Client Experience Toolkit Report, feature: a presentation on 'the drivers of CX and leaders’ responses' from Divakar Padmanathan, Senior Partner at Alpha FMC; a panel discussion focused on 'delivering a modern client experience' featuring Ian Max Ewart as host and panellists John Porteous from Charles Stanley , Divakar Padmanathan, and Sasha Dabliz from The Openwork Partnership; and six technology demos/presentations on different aspects of #CX from the teams at moneyinfo, Futureform, Objectway, additiv, InvestCloud, Inc., and INSTINCT DIGITAL. Registration is free for wealth managers and consultants and available here: https://lnkd.in/ejtM5MNY Mungo Guy-Vaughan Hamlet Marc Bussell Mike Iles Steve Dyson Michael Walford-Grant Jasmine Willis Sharmil Patwa Keith MacDonald Ian Woodhouse Tessa Lee Oliver Jenkins Simran Sangha Caroline Burkart Alessandro Tonchia Christine Ciriani Pierre Dufauret, CFA Nicole Kass Tariq Khan Dr. Alexander Cassar Chiara Giudici Marianna Vilardi Barney Haywood Nirrlipta P. Cassian Scott Nick Gradel Looking forward to seeing you there and hearing insights and perspectives around the modern client experience in wealth management.

INSTINCT DIGITAL appoints Harry Pears as Senior Product Manager   Instinct Digital, a leading provider of digital reporting solutions for asset managers, is excited to announce the appointment of Harry Pears as Senior Product Manager. This important hire highlights Instinct Digital’s ongoing commitment to product optimisation and innovation, a key part of its growth strategy.   Harry joins with eight years of product experience in the commercial real estate industry, in particular specific exposure to the reporting and data ingestion spaces. During his time with Altus Group he was involved in modernising and launching several products and platforms, used by some of the largest global investment managers.   “Harry is an outstanding product manager and we are thrilled to have him join the INSTINCT DIGITAL team” said CEO Cassian Scott. “His expertise will help develop our products further so we can continue to offer best-in-class services to our growing client base”.   “I’m very excited to join Instinct Digital and the strong team already in place,” added Harry Pears. “There are great opportunities ahead of us to continue working with the asset management industry on its reporting needs and to modernise the solutions available.”   #assetmanagement #clientreporting #innovation  #factsheets #fundcentres #digitaltransformation

INSTINCT DIGITAL Accelerates growth with the Appointment of Tech Veteran Andy Aicklen   Instinct Digital, a leading provider of digital reporting solutions for asset managers, is thrilled to announce the appointment of Andy Aicklen to spearhead its North American expansion. This strategic addition comes on the heels of the company's recent £5m funding round led by Albion VC, signalling Instinct Digital's commitment to accelerate growth and global expansion.    With over 30 years of experience in Enterprise Tech, Andy brings a wealth of expertise in B2B software solutions and services. His impressive track record includes senior leadership roles at Oracle, PeopleSoft, and Hewlett Packard, where he consistently drove revenue growth and operational excellence.   "Andy's appointment is a further proof point in our growth ambitions for our North American expansion," said Cassian Scott, CEO of Instinct Digital. "His deep industry knowledge and proven ability to scale businesses will be instrumental in our next phase of growth."   Based in Toronto, Andy will play a pivotal role in establishing Instinct Digital's presence in North America while implementing operational best practices to support the company's ambitious growth plans.   "I'm excited to join Instinct Digital at this transformative time," said Andy Aicklen. "The company's innovative approach to asset management’s reporting challenges and end-customer needs aligns perfectly with my passion for driving technological advancements in the enterprise space. I look forward to contributing to Instinct Digital's success and helping to shape the future of industry. "   Since 2012, Andy has consulted for over 45 clients across North America, EMEA, and Asia Pacific through his firm, Aicklen & Associates, further broadening his global perspective and expertise.   This appointment marks another significant milestone in Instinct Digital's journey, as the company continues to expand its capabilities and geographical footprint. With Andy's leadership, Instinct Digital is poised to capitalize on the growing demand from asset management firms in the North American market and beyond.   #assetmanagers #factsheets #fundcentres #clientreporting #wealthmanagement instinctdigital.io/

We are thrilled to attend Invest Ops next week! Looking forward to great conversations and insights.

🚀 INSTINCT DIGITAL SECURES £5 MILLION IN FUNDING! 🚀 We’re thrilled to announce that Instinct Digital has raised £5 million in funding to bridge the gap between customer expectations and current asset management reporting and communication offerings. Led by AlbionVC, this funding will empower us to: • Seamlessly onboard and service clients • Deepen partner integrations • Expand into new geographies • Underwrite our commitment to constant R&D and product enhancements to meet evolving client needs and opportunities The financial industry faces a growing challenge with the proliferation of data and manual reporting efforts becoming unsustainable. To address this, Instinct Digital has developed for Asset, Investment and Wealth Managers a cloud-based investment reporting and communication platform that aggregates and optimises reporting assets from both internal and external sources. Our platform unifies, manages, and enhances all reporting operations, including report production, distribution, analytics, and the digitisation of communications. Our clients benefit from: • 70% improvement in delivery times • Significant cost efficiencies • Improved quality and accuracy • Support across 37 languages and 40 countries • Ensured brand consistency and regulatory compliance To find out how Instinct Digital can help your firm please get in touch: engageus@instinctdigital.io #Fintech #Innovation #Investment #FinancialServices #DigitalTransformation #Funding #digitisation #transformation

We were delighted to have participated to this challenge. Cassian Scott, our CEO, presented the ability of how our reporting solutions can display ESG data for both private and public investors.