No Agreed Way to Use AI
Copilot or ChatGPT is switched on, but nobody has agreed which information can go where, so rollout stalls.
AI Advisors and Builders
AI Consulting in Hong Kong
AI advisory and implementation for investment managers and hedge funds. Less time preparing research, investor reports and due diligence responses, with your team reviewing the work.
A senior team that sets up secure foundations first, then builds workflows around your approved knowledge and data, as part of our investment management work. The people in your first meeting do the work.
Clients in Hong Kong
The Challenge
What's Holding Your Business Back
The Same Numbers in Many Places
Positions, NAV and borrower data get keyed into spreadsheets, investor letters and data packs, again and again.
Investors and the SFC Are Asking
Due diligence questionnaires and the SFC now ask how you use AI, and you need a policy and a record to show them.
Operations at Capacity
Investor servicing, reconciliations and reporting land on the same few people, instead of investors and research.
More on where lean investment teams get stuck is on our investment management page.
Why ELab
The Humans Behind Your AI
People who understand your business and can build the technology. We're operators who've run businesses and delivery ourselves.
We've Been in Your Shoes
Most of us have worked in both traditional business and technology. We've run teams, delivery and businesses, so we start with how the work gets done.
We Learn Your Business From the Inside
We map the processes and work alongside your people, so by the end we know how your business runs, where the team's time goes and where AI helps.
Investment Clients in Hong Kong
Investment managers in Hong Kong, including OP Investment Management, Niatross and Stoneview, use what we have built in their daily work.
Our Approach
People and Processes First
For investment teams we put a secure foundation in place first, then work from your people and processes. Tools and systems come last.
Explore How We WorkPeople: Your people on their best work
Understand your team's skills, where their time is best spent and what's in the way. A person stays in charge of every output that matters.
Processes: Take the friction out of the work
See where work stalls, from double data entry to time lost on low-value tasks. We map the handovers, approvals and exceptions and fix the process before AI goes in, using Lean Six Sigma where it helps.
Company Brain: What your business knows, in one place
Your people and your AI can find it, use it and work with full company context. Pricing, procedures, client history and templates stay in your own systems.
Tools and Systems: Every tool pulling its weight
Your systems work together as intended, so you get the most from AI. Claude, ChatGPT or Microsoft Copilot, whichever fits, tested with the people who'll use it.
What We Build
Research, Operations and Reporting
Every engagement starts with a secure AI foundation and usage policy. Then we build workflows one area at a time, and your team reviews every output and makes every investment decision.
Research and Due Diligence
Research summaries, credit papers and IC papers prepared from approved sources, with each point linked to where it came from. An analyst checks every draft.
Operations and Records
One record for each investor, borrower or deal, built from the files and systems you already run. Requests and notices go to the right person to check first.
Investor Reporting
Investor letters, data packs and due diligence questionnaire responses drafted from approved data and past answers. The relationship owner approves each one.
In Practice
Results That Bring Clients Back
Once the first workflows prove their value, most clients move on to the next area of the business. A Hong Kong investment manager started with AI Foundations, then came back to build workflows for its investment team.
- 74%Of clients keep working with us after their first project
- 5Consecutive projects on average with our most established clients
- 92%Of our growth has come through client referrals
How It Works
A Secure Foundation, Then One Area at a Time
Each phase has a fixed fee and a clear scope before it starts. The foundation comes first, so every workflow runs inside agreed controls.
AI Foundations
3 to 4 weeks
Platform, policy and controls set before any workflow touches investor or deal data.
- An enterprise AI platform, access by role
- An AI usage policy and data handling rules
- One workshop, a roadmap and one live workflow
Implementation Sprints
3 to 6 weeks each
Research, operations or reporting workflows, one area at a time, following the roadmap.
- Sources, access and review set in week one
- Workflows tested on real work
- An owner on your side for every workflow
Ongoing Support
After go-live
Others build and leave. We stay to tune each workflow as your team uses it.
- 2 to 3 months of tuning after go-live
- Then optional managed AI services
- Your setup kept current as the tools change
In Hong Kong
How We Work in Hong Kong
Our team works across New Zealand, Australia and Hong Kong. Your engagement starts with a secure foundation, then one workflow at a time.
Compliance Involved From the Start
We work with your compliance and technology colleagues on permissions, retention, source traceability and review, with boundaries set before sensitive data is connected.
Platforms Checked for Hong Kong
We check regional availability, hosting and terms before recommending a platform. No platform is assumed suitable just because it has an enterprise plan.
A Starting Point for Each Team
Asset managers, hedge funds, family offices and fund administrators don't need the same setup. We start with the work your team repeats and the information it relies on.
Practical Questions
Questions From Hong Kong
More on security, scope and timing is on our investment management page.
How do you protect investor information and deal data?
We agree approved sources, permissions, hosting, retention and human review before any information is connected. Everything runs in your own enterprise accounts, and the usage policy sets out which information can go where.
Where should an investment team start with AI?
With a secure AI foundation and usage policy. Then one recurring workflow with approved inputs and a named reviewer, such as investor report drafting, due diligence summaries or meeting preparation.
How will we know whether the work is paying off?
You'll agree a baseline together for one recurring workflow before building, then compare preparation time, review effort and output quality on comparable work. Capacity released for other work is reported separately from cash savings.
Who will we work with?
The senior people from your first meeting. They map the work, build the agent skills and workflows and test them with your team. There's no hand-off to a separate delivery team.
Do you provide investment advice or trading tools?
No. We work on the operations of an investment business. We don't offer investment advice, stock recommendations or automated trading. Your investment professionals stay responsible for every investment decision.
Do we need a full implementation programme to start?
No. AI Foundations is a fixed-fee first step of 3 to 4 weeks and includes one workshop and one live workflow. Scope, responsibilities and any ongoing support are agreed in a proposal before work begins.
A Good Place to Start
Let's Talk About Your Team's Work
Tell us where research, reporting or operations take too much time. We'll talk through what's possible, the controls you'd need and whether we're a fit. No project brief needed.
hello@elab.co.nz