FundSense, a new digital transformation platform for asset and wealth managers, is now live.
The offering incorporates Business Process Management, Robotic Process Automation & AI within its Digital Toolkit to deliver powerful, flexible solutions for firms of any size. It has workflow tools for fund launch, client onboarding & ESG product management, a powerful document analyser to extract and verify any information in Factsheets, regulatory documents & contracts, and AI/ML-powered Digital Assistant Chatbots for employees and customers.
These capabilities - combined with the platform’s ability to integrate via API with internal and external systems - eliminate over-reliance on manual tasks & spreadsheets, freeing up resources for value-adding activities. All tools are fully customisable and modular so firms can deploy FundSense to meet exact requirements - from individual pain-points to company-wide People, Project or Document Management solutions.
The platform is cloud-based and typically licensed on a per-user basis. The company has a POC-first philosophy and demonstrates products with the client’s own data, documents and processes.
The offering has been created by brothers Jamie and Andy Keen. The pair have a combined 60 years’ experience in the industry; Jamie is a former Global Sales Director at Morningstar and Country Manager at aixigo, and Andy has previously held senior finance positions at companies including Standard and Poor’s & Hilton Worldwide and was most recently Finance Director for IT at Ladbrokes Coral.
“After providing solutions to asset and wealth managers for 25 years I have a good understanding of the challenges they face” Jamie says, “and with Andy’s experience of implementing high impact digital solutions for global companies, we feel that we are ideally placed to help firms automate processes and eliminate inefficiency across all departments”.
Andy adds that the FundSense mission is to bring a unique proposition to the market; “with our blend of technology and understanding of the financial services landscape, our goal is to provide clients with the tools and knowledge to make changes to their processes themselves. We want to empower companies to evolve their processes as they go, rather than face additional costs and development queues for every change”.