A FundSense Solution
FundSense AI
Delivering Autonomous, Future-Proof Asset Management Operations.
Many asset managers have already digitised documents and automated individual processes, but today’s increasing business complexity demands far more.
Rapid data growth, rising customer expectations, and sustained operational pressure require intelligent systems that can understand context, make informed decisions in real time, and continuously improve.
FundSense AI embeds Artificial Intelligence into the FundSense platform in a controlled, explainable, and fully governed way to support asset management operations. The platform’s advanced AI capabilities transform static operations into adaptive, self-optimising systems that reduce manual effort, improve accuracy, and accelerate business outcomes at scale.
This approach ensures solutions deliver governed, explainable, and production-ready AI, firmly grounded in real business data and operational reality. The result is faster operations, empowered teams, enhanced customer experiences, and a clear, achievable path to future-ready autonomy.
Four Core Capabilities
Powering Autonomous Operations.
FundSense AI delivers four core capabilities that power autonomous asset management operations:
Sense
what is happening across data, processes, and customer interactions in real time.
Decide
intelligently using AI-driven logic and rich contextual understanding.
Act
automatically through adaptive workflows and intelligent orchestration.
Learn
continuously from outcomes to improve future decisions and performance.
Together, these capabilities transform static workflows into dynamic, self-optimising systems, making asset managers faster, smarter, and truly future-ready.
FundSense AI Across Your Organisation.
FundSense AI operates on top of the governed data held in FundSense iD, ensuring outputs are consistent, auditable, and fully explainable.
Existing client use cases include:
Intelligent Client and Adviser Request Management
AI-driven classification and sentiment analysis automatically route incoming emails and requests to the appropriate teams, reducing ticket handling time by over 60% and improving service responsiveness.
Intelligent Prospectus and Supplement Approvals
Large Language Models dynamically determine approval paths based on context, removing the need for complex static workflows. This reduces ongoing maintenance effort and significantly accelerates approval cycles.
AI-Powered Factsheet Validation
Automated extraction and cross-validation of data from more than 11,000 monthly factsheets, reducing manual effort by over 90% while improving consistency and accuracy.
Fund-E, the FundSense AI Assistant
tA conversational, process-aware assistant embedded directly within the platform, enabling users to query workflows, summarise documents, and instantly retrieve relevant knowledge.
By bridging strategy and execution, FundSense helps organisations:
Align AI initiatives with measurable business outcomes
Reduce operational costs and inefficiencies
Enable faster, data-driven decision-making
Empower employees and enhance the customer experience
Underpinned by Experience.
A critical element of the FundSense philosophy is to ensure that the technology is underpinned by a team with considerable experience in the markets we serve, from both the customer and supplier side.
In addition, our leadership team has extensive experience implementing process improvement solutions for global companies across sectors, including healthcare, broadcasting, and management consulting.
This experience enables us to deliver better, faster, and more cost-effective solutions to clients, regardless of the use case or business area.