26-06-2025
Your Newest Team Member And Partner In Unlocking Employee Velocity: AI
Marc Scheipe, CEO of Allvue Systems.
In private equity and venture-backed business-to-business (B2B) technology, doing more with less isn't just a goal; it's the expectation. Efficiency is mandatory, and speed of execution is everything. For those of us building software in the alternative investment space, where complexity is the norm and expectations are sky-high, these challenges are magnified. But today, we're entering a new era; artificial intelligence (AI) is unlocking new levels of growth, streamlining operations and allowing us to tackle problems that once felt out of reach.
At my firm, we've embraced AI as a core part of our strategy, not just in the software we sell but in how we operate across every function: product, engineering, customer success, marketing, sales and support. And here's what I've learned: AI is not a tool. It's a collaborator.
AI As A Collaborator
AI is often positioned in two ways in the workplace: a replacement for human labor or an ally and bandwidth multiplier. Viewing AI as merely a human replacement reduces a complex, transformative technology to a binary outcome.
It's a narrow view that misses the broader value AI brings as a force multiplier for human creativity, efficiency and decision making. In our organization, we view AI as a multiplier and a highly efficient, always-on partner that helps us proactively manage our technology and processes, spot issues before they escalate and unlock real operational velocity.
Rather than just replace jobs, AI can enhance them.
Going Slow To Go Fast: A Framework For Enterprise Leaders
For fellow executives wondering how to deploy AI across their own organizations, here's how to think about it:
Start by identifying repetitive, manual tasks like note-taking, document search or basic reporting. These are ideal areas to test AI tools while beginning to train teams on how to use them effectively.
As teams build familiarity, introduce AI into broader processes that involve multiple functions. Use cases like client history summaries or marketing content workflows can benefit from cross-team alignment and AI-based process redesign.
As AI capabilities advance, enterprise leaders should begin asking: How can entire workflows be reimagined as end-to-end AI-driven processes—or be managed by AI agents and orchestrated by humans? Rather than layering AI onto existing steps, the opportunity lies in rethinking how work gets done, from intake to execution, through the lens of automation, orchestration and adaptability.
Partnering With AI In Product And Tech
AI is enabling product and technology teams to move faster and deliver higher-quality outcomes. AI-generated user stories are being used to convert client feedback into structured development inputs, speeding up planning and reducing ambiguity. AI tools can support developers by suggesting cleaner, more efficient code, while AI-enhanced quality assurance (QA) can help teams catch bugs earlier and maintain consistent quality.
Teaming Up With AI To Elevate CX
In customer success and support, AI can improve how firms understand and assist clients. AI tools can help generate and deliver more relevant documentation, reduce response times by triaging support requests and provide tailored training resources that evolve alongside products. These advancements can lead to better support experiences, stronger internal knowledge sharing and more responsive service.
Sales, Marketing And The New Creative Frontier
AI is also reshaping how sales and marketing teams operate. Many organizations now use AI tools to record and analyze sales calls, identifying key trends, objections and client needs. This kind of AI-powered analysis supports more informed decision making and can help teams refine their messaging and approach, ultimately leading to better sales execution.
Many marketing teams are also adopting AI to streamline content creation, from generating visuals to writing copy. Looking ahead, AI is expected to play a bigger role in driving campaign execution, launching demand-generation programs and reacting to market shifts with greater speed and precision.
Considerations For AI Adoption
As fintech companies adopt AI, they should guard against overreliance on machine-generated outputs without human oversight. Errors in data and reporting can quickly lead to compliance issues and reputational risk. Poor data quality is another challenge; AI is only as reliable as the data it is trained on. Rapid expansion without clear goals can waste resources and create a significant amount of technical debt. Successful adoption of AI solutions requires balancing innovation with strong internal governance and rigor around change management.
Creating Organizational Velocity
The most transformational outcome of AI isn't just about automation or acceleration in isolated functions—it's about igniting enterprise-wide momentum. When every team is empowered by AI to act with speed, precision and cross-functional intelligence, it creates an organization that moves as one. AI becomes the connective tissue that shortens cycles, sharpens decisions and fuels continuous improvement.
I've seen firsthand how this kind of velocity compounds: Faster delivery cycles lead to quicker feedback loops, better client outcomes and stronger market positioning. AI can help us to be more responsive without compromising control and to be more creative without sacrificing compliance. The result? An organization that's not just faster but fundamentally more adaptive and aligned.
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning and wealth management firms. Do I qualify?
