In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Toby Glaysher, Chairman at FINBOURNE Technology, a financial technology company that provides a cloud-native, API-first investment data management platform.

Toby Glaysher is a titan of the funds industry with 37+ years’ experience in asset servicing and the funds industry. In this episode, Toby covers a broad range of topics including FINBOURNE’s unique data management and capabilities, leveraging MCP to integrate to their APIs, multiple practical AI use cases, governance and benefits of AI to the industry, and more!

Sponsor

This episode is brought to you by:

zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents.

https://www.zentia.io/

Follow on LinkedIn

Guest (Toby Glaysher): https://www.linkedin.com/in/toby-glaysher-6b1368363/

Guest's Firm (FINBOURNE Technology): https://www.linkedin.com/company/finbourne/

Host (Iain Carey): https://www.linkedin.com/in/iaincarey/

Website & Platforms

www.thefundaipod.com

The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.

Chapters

00:00 Introduction to Toby and FINBOURNE

03:43 The power of bitemporal data management

06:18 Legacy tech vs modern platforms

08:27 Data governance and quality control

10:58 Partnership with Anthropic and leveraging MCP

13:56 Use case: Prospectus Agent

16:35 FINBOURNE’s AI beginnings

18:16 Agentic AI in operations

20:17 Use cases: Rebalancing Agent & Reconciliation Agent

23:59 Client engagement and adoption approaches

26:03 Migrating from legacy systems to FINBOURNE

27:59 AI in investment management

30:54 Orchestration and super agents

33:14 Impact of AI on employment