Assest Manager’s AI Playbook

A Practical Framework for turning AI Into Execution

  
    THE SHIFT

      AI is no longer experimentation.

      It’s infrastructure.
    
THE EXECUTION GAP

      Most firms don’t struggle with AI strategy.

      They struggle with AI execution.
    
THE PURPOSE

      This playbook helps emerging asset managers translate AI from concept into working systems across distribution, CRM, and sales enablement.

The Execution Ladder

A 4-step maturity model for AI-driven growth.

01 02 03 04

Strategic Clarity

Understand where AI impacts growth engines.

Positioning Segmentation GTM gaps

System Mapping

Audit CRM, workflows, and data friction.

CRM visibility Process inefficiencies Data quality

Workflow Integration

Embed AI into sales and marketing systems.

Automation Advisor targeting Prep intelligence

Scalable Execution

Measure, refine, and institutionalize.

Pipeline velocity Performance feedback Adoption metrics

The Chapters

Each chapter expands a step of the Execution Ladder from clarity to execution.

Chapter 01

Charting a Practical AI Strategy for Growth

How emerging managers prioritize and pilot AI initiatives that deliver measurable distribution impact.

Read Chapter →

Chapter 02

The Quiet Edge

Why smaller asset managers may be better positioned than larger firms to turn data into execution advantage.

Read Chapter →