Resources
North American Public Pension Enables AI to Automate Investment Due Diligence Processes with CENTRL's DD360
A rapidly expanding North American Public Pension Plan overcomes the challenge of efficiently selecting external fund managers. Facing the need to deploy substantial capital without overburdening staff or adding resources, they sought a solution to streamline their investment due diligence process with CENTRL’s DD360.
Rewriting the Playbook: How AI is Driving Revenue, Efficiency, and Strategic Focus in Asset Management
Explore how AI-powered solutions are transforming DDQ/RFP response process into a strategic advantage. Asset managers are increasingly turning to AI to unlock capacity, improve submission quality, and capture more revenue opportunities. Real-world examples from both boutique and global firms highlight the cost of inaction and the measurable ROI of AI adoption. As AI reshapes the expectations around responsiveness and efficiency, firms that fail to adapt risk falling behind.
Consulting Firm for Financial Entities Saves Hundreds of Man Hours, Says Human Error is Out the Door with CENTRL's DD360
A cybersecurity and GRC (governance, risk, and compliance) consulting firm for financial entities has transformed its operations by adopting CENTRL's DD360 platform. Initially struggling with manual, time-consuming, and error-prone processes, the firm sought a more scalable and efficient solution. CENTRL's DD360 platform was chosen for its customization capabilities, ease of use, and scalability, enabling the firm to automate workflows, significantly reduce man-hours, and virtually eliminate human error.
Breaking Through the Institutional Barrier: How GPs Approaching $1B AUM Can Meet LP Expectations Without Diligence Debt
As GPs scale toward the $1B AUM mark, they inevitably enter a new arena of capital raising—one that involves a more structured, resource-intensive, and higher-stakes set of expectations from institutional LPs. This transition can be transformative, but only if GPs prepare for the operational and diligence rigor that accompanies institutional interest. This blog highlights three key areas of focus.
Journey to Discovery: How One Investment Firm Found a Smarter Way to Manage DDQs
Hear more about CENTRL’s own John Tarver’s recent conversation with a US-based investment firm that finally said enough is enough. They had reached their limit with outdated content, disconnected workflows, and too much manual effort. Enter Response360, CENTRL’s powerful AI platform for respondents. Read more about their journey here.
Reimagining Due Diligence: Benefits of Using AI to Create Best-in-Class Investment Reports
Due diligence teams often rely on a labor-intensive approach to compile reports. One of the biggest challenges is collecting and analyzing data from multiple sources. But by automating key parts of the due diligence process, AI can significantly reduce the time required to generate reports—from weeks to hours. Read more here.
CENTRL INTELLIGENCE: 1Q 2025 Investment Management Conference Recap
We kicked off the year sponsoring and attending some of the most important Investment Management industry events. Here’s a recap of themes and trends we see making an impact in 2025.
AI Agents in Diligence: A Look At The Future of the Industry
Investment management due diligence is a perfect use case for Agentic workflows. Why? Because the process is complex, high-volume, highly regulated, and often repetitive—yet it requires deep reasoning and domain expertise. Both sides of the diligence process—allocators conducting due diligence and asset managers responding to it—stand to benefit immensely from Agent-driven workflows.
Using AI To Transform Manager Due Diligence: CENTRL Introduces New “Verification” Flow
The emergence of domain-trained AI models provides a powerful opportunity to revolutionize manager due diligence, making it more efficient, transparent, and insightful. This blog explores how leveraging CENTRL’s newly introduced “Verification” flow provides more options to streamline the process, making it faster, more accurate, and less labor-intensive.
CENTRL Response360 Product Overview - Data Sheet
Response360: Advancing Response Management with AI-Powered Precision
How Will Artificial Intelligence Transform the DDQ Process?
Generative Artificial Intelligence (genAI) is a powerful technology transforming the investment management industry. This blog explores how AI saves time and increases accuracy, highlighting how content management, question response processes, and administrative steps involving input and output can be streamlined using AI.
CENTRL Announces Client Case Studies Showing Major ROI From Its AI Solutions
CENTRL Announces Significant ROI for Investment Managers Leveraging Its Generative AI Solutions.
CENTRL Announces New Financing to Help Accelerate Growth and Product Innovation
PSG and SGE Joined by Lavelle Capital in Supporting CENTRL’s Continued Momentum to Become Leading AI Powered Risk and Diligence Platform for the Global Financial Industry
BNM360 - Global Bank Network Management Platform - Solution Overview
Learn about the Most Advanced Global Bank Network Management Platform. Powerful automation, Innovations Designed by and for Network Managers, and more. View or Download the PDF.
Top 5 EU Fund of Funds Experiences 5x more efficiency with CENTRL’s AI solution, CentrlGPT
DD360 and CentrlGPT Help Global Fund-of-Funds Firm Streamline and Scale Operational Due Diligence Using CENTRL’s Generative AI Solution
Top 5 Global Bank Fully Automates Its Due Diligence Process with CENTRL
One of the world's largest global financial institutions achieves 50% efficiency and 100% transparency by fully automating its due diligence processes with DD360 and CentrlGPT.
Top 10 EU Global Bank Sees 80% Efficiency Gains By Fully Automating DDQs with BNM360 and Invoice Aggregation
Top 10 EU Global Bank Sees 80% Efficiency Gains By Fully Automating DDQs with BNM360 and Invoice Aggregation.
Large Wealth Manager Saves Valuable Time with CENTRL’s DD360 platform
Large Australian Wealth Manager Saves 700 Hours Annually with CENTL’s DD360 platform
Leading US Advisor Boasts 50% Efficiency Improvements implementing CENTRL’s DD360
Leading US-Based Advisor Achieves 50% Efficiency Improvements with CENTRL’s DD360
EU arm of one of the largest global real estate firms selects DD360 to Achieve 60% More Efficiency
The European Arm of One of the Largest Global Real Estate Firms chose CENTRL’s DD360 Platform to Fully Automate Its Due Diligence Processes
Navigating the Challenges of DDQ and RFP Responses in the Investment Management Industry
Responding to Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs) is a critical process in the Investment Management industry. Asset managers and service providers are inundated with these requests from clients, with large firms often handling hundreds, if not thousands, of such questionnaires annually. These documents typically cover a wide range of topics, including governance, operations, compliance, and IT. While the importance of these responses cannot be overstated—given that they play a key role in assessing risks and maintaining client relationships—the current process of managing DDQs and RFPs is fraught with challenges. This blog explores the major hurdles faced by investment managers and service providers and predicts where the industry is headed.