Our Approach
Underpinned by experience.
A critical element of the FundSense philosophy is to ensure that the technology is underpinned by a team of people with considerable experience in the markets we serve – from both the customer and supplier side. In addition, our leadership team has vast experience in implementing process improvement solutions in global companies in sectors including healthcare, broadcasting and management consulting.
This experience allows us to deliver better, faster and more cost-effective solutions to clients regardless of the use case or area of the business.
Meet the Management Team.
Our mission is to provide the best solutions to reduce manual tasks, increase efficiency and reduce costs across all departments at asset management and wealth management firms.
Jamie Keen
Founder & CEO
Jamie Keen
Founder & CEO
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
Director of Data and Product
Samantha Cone
Director of Data and Product
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
Head of Development
Neel Shah
Head of Development
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
Head of Consultancy EMEA
Emma Sunshine
Head of Reporting Solutions
Emma Sunshine
Head of Reporting Solutions
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.
Value.
When it comes to IT investments, ROI matters. FundSense delivers it - fast.
Build faster
Our no-code/low-code platform lets you build apps up to 20x faster because all data and business rules, user rights, timers/SLAs, compliance and governance requirements are already built in.
Workflow Automation
Your internal team can automate workflows in days, unlocking rapid returns and maximum value with minimal effort.
Simple Integration
The platform is quickly and easily integrated with third-party or in-house systems for optimal efficiency including CRM, vendor platforms, HR software and product masters.
This light-touch approach enables rapid development of business automation solutions, which in turn leads to impressive ROI and unrivalled payback.
The FundSense Advantage.
Automation that adapts to your reality.
At FundSense, 80% of your solution comes ready-built — fast, intelligent, and grounded in industry best practice. The final 20% is crafted through close collaboration, tailoring the platform to your exact needs.
The result? A custom-fit solution without the usual delays, complexity, or compromise.
Technology Stack.
Custom-fit. Future-ready. Fast.
FundSense combines the flexibility of a custom build with the speed and affordability of off-the-shelf solutions.
Unlike rigid platforms, FundSense gives you full control over how data is imported, exported, and shared—inside and outside your organisation.
Built-in governance features like audit trails ensure transparency and compliance. Powerful analytics and BI tools unlock actionable insights. With fine-grained user permissions, you stay secure while staying agile.
And with Intelligent Automation at its core, FundSense doesn’t just streamline workflows—it keeps getting better over time.
The Intelligent Automation Stack.
Intelligent Asset Management
Automated Workflow.
FundSense automates key industry tasks—like fund launches and reporting—as well as daily business functions such as hiring and invoicing. Its drag-and-drop designer lets teams build workflows in minutes with smart forms, rules, and notifications—no coding needed. Flexible, scalable, and intuitive, FundSense delivers enterprise-grade automation that adapts to your needs.
Robotic Process Automation.
Our RPA bots are configured with business logic and structured inputs, so can be used in a wide variety of scenarios, including capturing and interpreting applications for processing a transaction, manipulating data and triggering responses, and communicating with other internal or third-party systems.
Artificial Intelligence.
AI is transforming asset and wealth management by improving efficiency, accuracy, and compliance. FundSense’s platform integrates machine learning, sentiment analysis, and text recognition to streamline operations across front, middle, and back offices. Tools like the Document Analyser extract and analyse data instantly, making advanced AI accessible, fast, and affordable for firms of any size.
Natural Language Processing.
Fund-E is FundSense’s NLP-powered chatbot that understands natural language queries and delivers instant answers. It learns over time through user feedback and offers 24/7 access to company, product, and account info. Employees can ask questions like “What’s the AUM for…” or “Start fund launch,” triggering data, documents, or workflows. Fund-E connects to all systems via API or RPA for fast, accurate responses.
Leverage Data & Enable Insights.
Access to accurate, real-time data is essential for asset and wealth managers. FundSense allows users to gather data from any source, display it in dashboards, and view tasks by priority. Live process tracking, scheduled reports, and permission-based views improve communication, boost efficiency, and support smarter decisions—helping firms meet regulatory demands while saving time and reducing waste.
Intelligent Databasing.
The FundSense back end contains a database of thousands of data points from across the entire investment spectrum, including vendors, administrators, regulators, and platforms, which is constantly monitored and updated. FundSense maps all client data points to this database, which ensures they are always mapped to every third-party source and template - dramatically increasing efficiency for both new and existing funds.
Find out more about our solutions.
The Intelligent Automation Platform that delivers what the industry demands: efficiency, accuracy, and transparency.
With over 10,000 industry data points mapped and over 500 industry templates managed in the FundSense back-end, clients see 90% reductions in manual processes and 97% reductions in data errors, allowing them to complete tasks faster and with better data.