Intelligent Automation across your organisation

The FundSense platform provides a one-stop Digital Toolkit to increase efficiency and cut costs across every department in asset and wealth management firms.

Welcome to FundSense -
the Digital Toolkit for
Financial Services

The FundSense platform enables asset managers & wealth managers to maximise their efficiency, productivity and data accuracy.

Our Digital Toolkit includes workflow tools for fund launches, reporting & data management; a powerful document analyser to extract and verify any information in Factsheets, KIIDs, contracts etc. and chatbots / web portals for staff, advisers and customers.

Incorporating Robotic Process Automation, Business Process Management & Artificial Intelligence, our solutions are fully customisable to ensure that every process is optimised for both organisation and user.

FundSense eliminates manual processes, error-prone tasks and over-reliance on spreadsheets / inefficient systems, enabling improved governance and compliance across the entire organisation.
 

Begin your transition to Intelligent Asset & Wealth Management with Intelligent Automation

FundSense works with clients to implement Automated Workflows, Robotic Process Automation, Artificial Intelligence and Natural Language Processing wherever they are needed across the business. This delivers drastic improvements in efficiency across internal and client operations – from eliminating manual processes and spreadsheets, to improving the availability and flow of information.

By leveraging all available data, the platform enables users to make better, faster and more informed decisions through access to powerful Business Intelligence and Management Information.

The FundSense platform is built with a no code / low code approach, which means that business apps can be developed and deployed quickly and efficiently - up to 20x faster than traditional methods.

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Automated Workflows

Remove manual processes and spreadsheets. Automate emails and improve efficiency,  governance and compliance.

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Artificial Intelligence

Replicate cognitive human activity. Extract, manipulate and leverage large quantities of data efficiently and effectively. 

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Robotic Process Automation

Eliminate re-keying of data and repetitive manual tasks. Automate document creation and reporting, reduce errors and improve accuracy.

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Natural Language Processing

Digital assistant chatbots for employees, customers and other third parties offering help, support and instant access to data and information.

We Take Pride in Our Numbers

20x

Faster App Delivery

30%

Productivity Improvement

80%

Legacy Systems Modernisation

65%

Reduction in paperwork

60+

Years Experience in Asset & Wealth Management

We
work with:

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Asset Managers 

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Wealth Managers

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Banks

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Partners

Are You Ready to Transform Your Business with  Intelligent Automation?

Contact us to find out how Intelligent Automation can help your organisation, or to arrange a demo / discuss a proof of concept.