The AI in Business Podcast
Why Post-Merger Integrations Fail Without Data Governance - Sandro Venturini of UBS
AI Summary
In this episode, Sandro Venturini, Executive Director at UBS Asset Management, explains how fragmented fund data undermines post‑merger integrations and why establishing a single source of truth through data governance is essential for successful AI‑driven compliance and reporting. He illustrates how AI can anticipate stakeholder concerns from term sheets, auto‑generate prospectus drafts to cut legal costs, and customize investor reporting to eliminate manual errors across share classes. The discussion highlights the strategic advantage of robust data governance in streamlining cross‑border fund launches and ensuring seamless integration after mergers.
Episode Description
Today's guest is Sandro Venturini, Executive Director at UBS Asset Management Switzerland. Sandro brings deep expertise in fund structuring, cross-border launches, and data integration for financial services. Sandro joins Emerj Editorial Director Matthew DeMello to explore how fragmented fund data creates silos in mergers and launches, and how a single source of truth enables AI to streamline compliance and reporting. Sandro also shares practical takeaways, such as using AI to anticipate stakeholder concerns from term sheets, generate draft prospectuses that slash legal fees and formation costs, and customize investor reporting to reduce manual errors across share classes. Just a quick note for our audience that the views expressed by Sandro Venturini on today's program do not reflect those of UBS or its leadership. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast!
Show Notes
The AI in Business Podcast: Why Post-Merger Integrations Fail Without Data Governance – Sandro Venturini of UBS
December 30, 2025
Today’s guest is Sandro Venturini, Executive Director at UBS Asset Management Switzerland. Sandro brings deep expertise in fund structuring, cross‑border launches, and data integration for financial services. He joins Emerj Editorial Director Matthew DeMello to explore how fragmented fund data creates silos in mergers and launches, and how a single source of truth enables AI to streamline compliance and reporting.
Sandro also shares practical takeaways, such as:
-
Using AI to anticipate stakeholder concerns from term sheets.
-
Generating draft prospectuses that slash legal fees and formation costs.
-
Customizing investor reporting to reduce manual errors across share classes.
Just a quick note for our audience: the views expressed by Sandro Venturini on today’s program do not reflect those of UBS or its leadership.
Want to share your AI adoption story with executive peers? Visit emerj.com/expert2 for more information and to be a potential future guest on the “AI in Business” podcast.
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