Case Studies
Industry tools & workflows tailored to suit you.
We build intelligent tools and workflows tailored to the distinct needs of asset managers, wealth managers, and banks. Whether you're navigating complex regulatory demands, launching new products, or streamlining operations across the wealth spectrum, our solutions are designed to fit your business—not the other way around.
From compliance to client experience, we help you automate with confidence, ensuring accuracy, efficiency, and adaptability at every step.
Client Case Study.
Case Study
Accelerating New Fund and Share Class Launches with FundSense
Client:
Global Asset Manager
Industry:
Asset Management
Scale:
Enterprise
The Challenge
The client’s end-to-end process for launching new funds and share classes was slow, highly resource-intensive and heavily dependent on manual tasks. The process lacked consistent governance and required coordination across a wide network of internal teams and external stakeholders, increasing complexity and operational risk.
Even once internal activities were completed, signi#cant delays remained. Preparing data for external reporting - including vendor and platform new product templates, as well as factsheets, KIIDs and KIDs - proved particularly challenging. These outputs are critical to ensuring products are available in the market, yet frequent data issues and rework slowed time to launch and placed additional strain on operational teams.
As product volumes increased and regulatory and distribution requirements became more complex, the client needed a scalable solution that could streamline launches, improve data quality and enforce governance across the entire lifecycle.
The FundSense Solution
The client selected the FundSense Intelligent Automation platform to automate and govern the complete fund and share class launch process, encompassing both internal work(ows and third-party interactions.
FundSense automated the ingestion, verification and mapping of existing data - including complex relationships such as fund-to-share-class mappings - applying consistent validation rules throughout. A fully governed workflow enabled stakeholders to engage only where required, improving efficiency while maintaining control, transparency and auditability.
The platform automated the generation of all required reports, templates and documents, including vendor and platform submissions and regulatory and investor disclosures. Outputs were then accurately and efficiently disseminated to the appropriate internal and external parties, removing bottlenecks at the #nal stages of product launch.
Delivered via a cloud-based implementation, the solution leveraged core FundSense technology and was customised to reflect the client’s data models, business rules, governance standards and operational workflows. The implementation incorporated the full FundSense technology suite, including workflow automation, robotic process automation and FundSense iD - the Intelligent Database that maps client data points to the precise requirements of vendors, regulators and administrators across the asset management ecosystem.
Results
By partnering with FundSense, the client transformed a complex and fragmented launch process into a streamlined, scalable capability:
Up to 50% reduction in time to launch new funds and share classes
85% reduction in third-party file rejections
Improved data quality and consistency across all launch outputs
Greater confidence in the accuracy of product data in the market
Significant reduction in operational risk
Product teams freed to focus on core tasks rather than chasing updates, data re-keying, etc.
With FundSense, the client achieved faster time to market, stronger governance and improved operational resilience - enabling product teams to scale efficiently while meeting growing regulatory and distribution demands.
Case Study
Transforming Reporting with FundSense
Client:
Tier One Asset Manager
Industry:
Asset Management
Scale:
Enterprise
The Challenge
The client faced significant operational and regulatory challenges driven by highly manual processes for ingesting, validating and consolidating product data. Data from multiple internal and external sources had to be verified and assembled before being disseminated to a broad ecosystem of data vendors, administrators and document creators - including those responsible for
regulatory outputs such as KIID documents.
These fragmented processes were slow and resource-intensive, with a high incidence of data errors. Files were regularly rejected by third-party recipients, resulting in delays, rework and increased operational cost. More importantly, the risk of inaccurate product data entering the market created ongoing regulatory exposure and threatened investor confidence.
As regulatory demands and data volumes increased, the client required a robust, scalable solution that could significantly improve data quality, accelerate delivery timelines and enforce strong governance across the entire openfunds process.
The FundSense Solution
The client selected the FundSense Intelligent Automation platform to automate and govern the end-to-end openfunds lifecycle. As an openfunds certified expert, FundSense brought both deep domain knowledge and proven automation capability to streamline data exchange and communication between all participating parties.
FundSense automated the ingestion and verification of data from multiple sources, applying consistent validation rules and controls at every stage. A fully governed workflow enabled client stakeholders to engage with the process only where required, reducing manual intervention while maintaining full transparency and auditability.
The platform automatically generated the complete openfunds file, which was then intelligently subdivided and disseminated to support multiple downstream use cases, including KIID production and EET, EMT and EPT creation.
Delivered as a cloud-based implementation, the solution leveraged core FundSense technology and was customised to reject the client’s specific data structures, business rules, governance standards and operational workflows.
The implementation incorporated the full FundSense technology suite, including workflow automation, robotic process automation and FundSense iD - the Intelligent Database that maps client data points to the precise requirements of vendors, regulators and administrators across the asset management ecosystem.
Results
By partnering with FundSense, the client achieved a step change in efficiency, data quality and risk reduction:
90%+ reduction in file data errors
25%+ increase in the number of data points successfully disseminated
Completed openfunds files delivered on average three business days earlier
Complete elimination of manual re-keying
Material reduction in regulatory and operational risk
Increased confidence in the quality and consistency of product data in the market
Operational teams freed to focus on value-add activities rather than manual data handling
Through intelligent automation and strong data governance, FundSense enabled the client to transform a complex, high-risk operational process into a scalable, resilient and future-ready capability - delivering faster time to market, improved regulatory confidence and a stronger foundation for growth.
