Host Leo LaForce interviewed Global Head of Client Success Nikki Coia and EMEA Regional COO Robin Chisholm to unpack the firm’s transition toward an AI-first operating model. The discussion centers on 'Brilliant Basics'—a framework designed to ensure predictable reporting and consistent client outcomes despite the increasing complexity of modern financial environments.
Opus Fund Services maps out AI-driven operational strategy
Artificial intelligence is reshaping the alternative investment landscape, forcing administrators to balance advanced automation with traditional human oversight. In the latest episode of the 'Opus Open Kitchen' podcast, senior leaders from Opus Fund Services examine how global firms can maintain client service standards while integrating agentic teams.
Drawing from their professional backgrounds at institutions including BlackRock and Morgan Stanley, Coia and Chisholm highlighted the necessity of a 'risk aware' culture. The conversation also touched on the strategic advantages of Glasgow as a growing financial services hub for the firm’s operations. By blending human expertise with automated workflows, Opus aims to scale its services to support its network of over 1,200 funds and 100,000 investors worldwide.
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