Artificial intelligence in asset management companies - an exploratory study in business practice

Bibliographic Details
Main Author: Mencke, Eric
Publication Date: 2024
Format: Master thesis
Language: eng
Source: Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
Download full: http://hdl.handle.net/10362/181503
Summary: This research explores the role of AI in key account management (KAM) within asset management companies. Through seven semi-structured expert interviews, key tasks, success factors, and challenges of KAM are identified, alongside current AI usage, its impact, and future organizational plans. Findings reveal minimal current AI implementation, focusing on administrative tasks, with significant potential in reporting and communication. Challenges include data sensitivity, regulatory constraints, and high implementation costs. Recommendations highlight the need for targeted training, use-case-based AI integration, and enhanced change management strategies. The study addresses a literature gap, providing insights for academia and practical implications for asset management firms.
id RCAP_7b2f912de4a526f26efb58d936763a07
oai_identifier_str oai:run.unl.pt:10362/181503
network_acronym_str RCAP
network_name_str Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
repository_id_str https://opendoar.ac.uk/repository/7160
spelling Artificial intelligence in asset management companies - an exploratory study in business practiceArtificial intelligenceKey accountManagementAsset managementCEMS MIMDomínio/Área Científica::Ciências Sociais::Economia e GestãoThis research explores the role of AI in key account management (KAM) within asset management companies. Through seven semi-structured expert interviews, key tasks, success factors, and challenges of KAM are identified, alongside current AI usage, its impact, and future organizational plans. Findings reveal minimal current AI implementation, focusing on administrative tasks, with significant potential in reporting and communication. Challenges include data sensitivity, regulatory constraints, and high implementation costs. Recommendations highlight the need for targeted training, use-case-based AI integration, and enhanced change management strategies. The study addresses a literature gap, providing insights for academia and practical implications for asset management firms.Cardoso, ElizabeteRUNMencke, Eric2024-09-272024-07-052029-07-05T00:00:00Z2024-09-27T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/181503TID:203866665enginfo:eu-repo/semantics/embargoedAccessreponame:Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)instname:FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologiainstacron:RCAAP2025-03-31T02:07:17Zoai:run.unl.pt:10362/181503Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireinfo@rcaap.ptopendoar:https://opendoar.ac.uk/repository/71602025-05-29T04:42:32.247672Repositórios Científicos de Acesso Aberto de Portugal (RCAAP) - FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologiafalse
dc.title.none.fl_str_mv Artificial intelligence in asset management companies - an exploratory study in business practice
title Artificial intelligence in asset management companies - an exploratory study in business practice
spellingShingle Artificial intelligence in asset management companies - an exploratory study in business practice
Mencke, Eric
Artificial intelligence
Key account
Management
Asset management
CEMS MIM
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short Artificial intelligence in asset management companies - an exploratory study in business practice
title_full Artificial intelligence in asset management companies - an exploratory study in business practice
title_fullStr Artificial intelligence in asset management companies - an exploratory study in business practice
title_full_unstemmed Artificial intelligence in asset management companies - an exploratory study in business practice
title_sort Artificial intelligence in asset management companies - an exploratory study in business practice
author Mencke, Eric
author_facet Mencke, Eric
author_role author
dc.contributor.none.fl_str_mv Cardoso, Elizabete
RUN
dc.contributor.author.fl_str_mv Mencke, Eric
dc.subject.por.fl_str_mv Artificial intelligence
Key account
Management
Asset management
CEMS MIM
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Artificial intelligence
Key account
Management
Asset management
CEMS MIM
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description This research explores the role of AI in key account management (KAM) within asset management companies. Through seven semi-structured expert interviews, key tasks, success factors, and challenges of KAM are identified, alongside current AI usage, its impact, and future organizational plans. Findings reveal minimal current AI implementation, focusing on administrative tasks, with significant potential in reporting and communication. Challenges include data sensitivity, regulatory constraints, and high implementation costs. Recommendations highlight the need for targeted training, use-case-based AI integration, and enhanced change management strategies. The study addresses a literature gap, providing insights for academia and practical implications for asset management firms.
publishDate 2024
dc.date.none.fl_str_mv 2024-09-27
2024-07-05
2024-09-27T00:00:00Z
2029-07-05T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/181503
TID:203866665
url http://hdl.handle.net/10362/181503
identifier_str_mv TID:203866665
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/embargoedAccess
eu_rights_str_mv embargoedAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
instname:FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
instacron:RCAAP
instname_str FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
instacron_str RCAAP
institution RCAAP
reponame_str Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
collection Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
repository.name.fl_str_mv Repositórios Científicos de Acesso Aberto de Portugal (RCAAP) - FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
repository.mail.fl_str_mv info@rcaap.pt
_version_ 1833602127990095872

Similar Items