SenseCheck Ep 2 Fixing the Prospectus Process: Automation, Translation, and Governance

Описание: Prospectus creation and maintenance remains one of the most complex, fragmented, and time-critical processes in asset management.

In this second episode of SenseCheck by FundSense, we zoom in on where things really slow down - manual workflows, siloed stakeholders, late-stage legal and translation changes - and what firms can do to make the entire process faster, safer, and more governable.

Host Jamie Keen, Founder of FundSense, is joined by Tatiana Gordeeva, Senior Director of Business Development at Toppan Digital Language, who brings over 15 years of hands-on operational experience supporting the world’s largest asset managers.

Together, they unpack why prospectus workflows so often rely on Word, SharePoint, email, and spreadsheets, how that fragmentation creates risk and delay, and why translation and legal review are usually forced into an impossible race against the clock.

The discussion explores how automation, machine-readable documents, and better workflow design can transform the end-to-end process - from version control and audit trails to quality assurance, terminology management, and consistency checks across languages. It also tackles the real-world balance between technology and human expertise, and why experienced linguists, lawyers, and project managers remain essential even as AI and automation take on more of the heavy lifting.

This episode is designed for COOs, heads of product, legal, reporting, and operations who are wrestling with slow, high-risk prospectus processes and want practical guidance on how to move from fragmented, manual workflows to a more integrated, efficient, and future-proof operating model.