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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.

Speak to the Team
A busy wealth management office

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.

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Jamie Keen

Founder & CEO

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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.

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Christoph Napetschnig

Head of Data

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Christoph Napetschnig

Head of Data

With a background in fund data collection and extensive collaboration with asset managers, I have seen how reliance on manual processes, inconsistent data, and complex reporting requirements can slow organisations down. These challenges sparked my interest in helping firms use technology and data more effectively. At FundSense, my focus lies in guiding clients through the design and implementation of efficient processes – from data validation and cleansing to automated reporting and robust governance – so that asset managers can reduce friction and operate with greater confidence.

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George Fylaktopoulos

Chief Technology Officer

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George Fylaktopoulos

Chief Technology Officer

With a background in software engineering and over 20 years of experience designing and delivering enterprise solutions, I’m passionate about using technology to simplify complexity in financial processes.
Before joining FundSense, I led development teams building low-code automation platforms, helping them achieve greater efficiency and compliance. At FundSense, my focus is on driving the innovation and scalability of our platform - ensuring that our technology empowers clients to streamline reporting, enhance data integrity, and confidently meet evolving regulatory demands.

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Vasileia Derveni

Head of Business Analysis

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Vasileia Derveni

Head of Business Analysis

With extensive experience in business process design and regulatory reporting across the asset management industry, I’ve seen how fragmented workflows and legacy systems can hinder efficiency and transparency. My career has been driven by a commitment to bridging the gap between business needs and technology - ensuring solutions truly deliver measurable value. At FundSense, I lead the Business Analysis function, helping clients translate complex regulatory and operational requirements into clear, scalable processes that support accuracy, efficiency, and long-term growth.

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Martin Jones

Head of Document Solutions

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Martin Jones

Head of Document Solutions

With over 35 years of experience across asset management firms and their suppliers, I’ve seen how evolving regulation and legacy processes continue to create inefficiencies in reporting. Since the introduction of UCITS KIIDs in 2011, my career has focused on helping firms streamline their regulatory reporting through technology and automation. At FundSense, I draw on this experience to support clients in building efficient, compliant, and scalable processes for document production and data governance.

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Despina Rempatsiou

Senior Project Manager

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Despina Rempatsiou

Senior Project Manager

With a strong background in managing technology and regulatory projects, I’m passionate about delivering solutions that bring clarity, control, and efficiency to complex operations. Over the years, I’ve guided cross-functional teams through end-to-end project lifecycles - from planning and stakeholder alignment to implementation and delivery. At FundSense, I focus on ensuring every project runs smoothly and delivers tangible value, helping clients achieve their goals on time, within scope, and with lasting impact.

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Michael Skolarikis

Chief Information Officer

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Michael Skolarikis

Chief Information Officer

As a CIO with 15 years' experience in enterprise software and cloud architecture, I focus on building resilient and highly available systems that simplify complex operations ,while strengthening governance and auditability. I work with investment, risk, and compliance teams to embed security by design and align with global regulatory expectations. At FundSense, I am accountable for a scalable, observable, and cost-efficient technology estate, from zero trust controls and data lineage to business continuity and disaster recovery, so our clients can trust their data, accelerate reporting, and operate with confidence across jurisdictions.

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Neel Shah

Head of Development

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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.

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Deirdre Moore

Head of Marketing

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Deirdre Moore

Head of Marketing

With extensive experience in strategic marketing and brand positioning across the financial and technology sectors, I help firms translate complex capabilities into clear, credible, and commercially effective narratives. At FundSense, my focus as Fractional CMO is to align brand, content, and business development strategies, strengthening market visibility, supporting client engagement, and driving sustainable growth.

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.

Floating laptop showing FundSense intelligent automation software

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.

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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.

Laptop showing FundSense intelligent automation software

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.

Floating laptop showing FundSense intelligent automation software

Get in Touch

See FundSense in action -
book a tailored demo built around your needs.

Want to go further? We can create a free proof of concept to show exactly how our solutions can work for you.

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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.

Choose your industry.

Asset Managers

Wealth Managers

Banks

See who we work with.

These case studies will give you a sense of who we work with, the problem statements we have tackled and the impact FundSense has had.

Our Clients

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