Jamie Keen

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.

Samantha Cone

Throughout my 20 years in the financial industry, including over a decade at Morningstar & Morningstar Sustainalytics, I have witnessed the inefficiencies that exist across Go to Market and Business as Usual processes. This led to my passion for revolutionising the way organisations harness the power of data and leverage technology to streamline their processes.

Neel Shah

As Head of Development at FundSense, I guide clients through the Discovery and Delivery Phases to ensure that processes are created with maximum efficiency, data is verified and cleansed, reports (internal, regulatory, client etc.) are populated and disseminated automatically, and governance and audit trails are comprehensive across every task.

Frank Potaczek

Having been involved up and down the value chain in Asset and Wealth Management for more years than I care to remember, implementing change has always been manual and time-consuming, shifting focus away from the firm's core activities.

Emma Sunshine

After spending 30 years in Asset Management and specifically Client Reporting, I’ve witnessed the issues and frustrations that have existed and still exist after all these years!  Joining FundSense has given me the opportunity to address these issues and help asset managers to overcome their reporting challenges.