Global Fortune 500 Asset Manager Selects Alkymi for Private Credit Operations

NEW CLIENT: 

Fortune 500 asset manager with $700B+ AUM Selects Alkymi to Automate Private Credit Workflows.

As its private credit portfolio continued to grow, the firm's operations team faced increasing challenges managing and monitoring a large volume of loan agent notices (LANs) across fragmented systems and manual processes. The reliance on an outsourced managed services added operational costs, complexity, and delays in delivering critical investment data to downstream workflows.

The firm selected Alkymi to automate the end-to-end workflows, transforming unstructured documents into validated, actionable data. By replacing a fragmented operating model, the organization will gain greater transparency, improve operational efficiency, reduce manual effort, and establish a scalable foundation for continued growth in private markets.

Like many large allocators with complex fixed income and alternative investment portfolios, the firm recognized that modernizing LANs, compliance notices, and financial statements is often the first step toward broader investment operations transformation across asset classes.

We’re excited to partner with them on this journey. This win reflects a broader shift we’re seeing across the industry: large allocators are moving beyond point solutions and managed services to build scalable, data-driven operating models, starting with the document-intensive workflows that have historically been the hardest to modernize. Private credit is leading that charge, and Alkymi is proud to be at the center of it.

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