Ken Fullerton on data, automation, and operations in 2026
We’re seeing a surge in demand for real-time, integrated data, more automation and AI to improve efficiency, and stricter focus on data governance and regulatory standards. By staying ahead of these trends, we’ll be empowering our clients with the transparency, adaptability, and confidence they need to thrive as the industry grows in 2026.
Leveraging technology to stay at the forefront in 2026 and beyond
Technology is in our DNA. From the founding days of the Group, we’ve leveraged technology to scale efficiently while consistently delivering exceptional service to our global client base, offering them the broadest technology offering in the industry.
In 2025, we reaffirmed our commitment to investment in technology. The appointment of Helen Wang as Chief AI and Data Science Officer underscores our dedication to staying at the forefront of digital transformation. Helen’s deep expertise in AI strategy and data innovation strengthens our leadership team as we build the next generation of technology solutions for our clients.
From robotic process automation which will streamline repetitive tasks to enable our team to focus on client deliverables, to improving client transparency and facilitating data extraction from investor facing applications using Natural Language Processing, our focus is on using AI to redefine how data is managed and delivered.
We are also reducing turnaround times and boosting productivity by using AI models to accelerate data processing, all while understanding the most pressing challenges faced by our industry, including fragmented systems, data quality, and regulatory complexity.
We are tackling these directly through robust data governance, seamless system integration, and a global compliance approach to AI.
The result of our efforts is a technology infrastructure that balances efficiency with transparency, innovation with oversight, and automation with the human expertise our clients trust.
Navigating regulatory complexity and compliance
The regulatory environment is becoming increasingly complex, based on guidelines focusing on transparency, investor protection, and environmental accountability. We help clients not only keep pace with these requirements but also turn compliance into a strategic advantage.
Based in major international financial hubs, our specialist compliance consultants are experienced, qualified, and highly skilled in financial regulation and anti-money laundering, counter financing of terrorism, and counter proliferation financing. We collaborate with our clients to understand their business needs and offer tailored solutions that match the nature, size, and complexity of their business. Our global regulatory and compliance teams provide clients with deep local expertise across multiple jurisdictions. We remain apprised of evolving regulations and translate them into actionable insights, helping managers anticipate and adapt before these requirements become operationally burdensome.
Our dedicated ESG platform provides clients with unrivalled ESG insights for private companies and their investors. The platform was established to satisfy the demand from private markets for a high quality, global, independent, single-source ESG solution. We manage independent collection of data for investors from their underlying portfolio investments to deliver real time ESG analysis via a secure, intuitive, and flexible online platform.
We give clients the confidence that their compliance and ESG reporting are accurate, and transparent, allowing them to focus on generating returns while meeting the growing demands of regulators and investors alike.
Future-proofing operations
By combining a single-source model, cutting-edge AI-enabled technology, exceptional people, and transparent pricing, we are redefining the client experience.
Our priority is aligning optimum technologies with our clients’ evolving needs. We are leveraging automation and deep system integration to deliver a modular, single point of entry across our platforms. By focusing on data quality at the very start of the process, we enable straight-through processing with minimal manual intervention, shifting the model toward exception management rather than constant oversight.
Our data strategy and technology design embed strong governance, flexible engineering, and advanced reporting capabilities into our Data-as-a-Service solutions. This allows us to provide clients with direct integrations and near real-time insights through tailorable data models.
To underpin this, our data governance team operates within a robust framework powered by Informatica, giving full visibility and traceability of all data movements across the group. We align our practices to global standards from the EDM Association, ensuring our data is safe, secure, accurate, and compliant.
Looking ahead, we see several trends shaping fund administration in the next three to five years:
- Greater demand for real-time, integrated data to drive decision-making
- Expansion of automation and AI-driven processes to reduce overhead and improve scalability
- Increasing emphasis on data governance and regulatory alignment
In short, we are future-proofing our operations by combining leading technology with rigorous governance, giving our clients both the confidence and the flexibility they need to succeed in a changing environment.
