Our mission is to provide unique solutions that eliminate manual tasks, increase efficiency and reduce costs across all departments at investment management firms.
"We started FundSense to address the issues we had experienced across many years of working with and for investment managers. Slow, error-prone manual processes, over-reliance on spreadsheets and a lack of governance cause problems in all departments, which lead to further challenges with collaboration and communication across the firm.
This is why we created the FundSense Intelligent Automation Platform, an industry-specific solution combining powerful Workflow Automation, Robotic Process Automation and Artificial Intelligence to quickly and cost-effectively meet the needs of asset management and wealth management firms of all sizes."
Jamie Keen, Founder & CEO
The FundSense management team have decades of experience – within the financial services industry at companies like Standard & Poor’s and Morningstar - and also in implementing process improvement solutions in multinational PLCs across multiple industries.
Our company blends technical expertise with a deep understanding of financial services, ensuring our solutions are tailored to the exact requirements of asset and wealth managers.
FundSense works with organisations of all sizes - from small boutiques to global banks. The flexibility of our platform ensures that we can meet a vast array of needs, across areas including People Management, Project Management, Document Management and CRM.