71-75 Shelton Street, London, WC2 H9JQ, United Kingdom
FundSense provides solutions to increase efficiency, data quality, governance and collaboration across your organisation
Our mission is to provide the investment industry with flexible, scalable solutions that eliminate manual tasks, improve efficiency and increase data accuracy across all departments, enabling clients to focus on their core capabilities.
01/01/2023
The FundSense Intelligent Automation Platform combines powerful Workflow Automation, Robotic Process Automation and Artificial Intelligence to create highly efficient solutions that are customised to meet exact client requirements – whether to solve a specific problem or deployed company-wide.
The platform’s no-code/low-code technology enables the much faster deployment of solutions automating lengthy, complex processes with all data and business rules, user rights, timers/SLAs, compliance and governance requirements built in. 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.
With clients, partners and offices across three continents, support is available for anything from local business hours to global 24/7.
Live implementations include:
Automate the ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.) Spreadsheets Websites Data feeds Uses include: Create and maintain golden source data or compare to an existing source Bulk-verify document content before publishing (e.g. monthly factsheet runs) Enrich data with customised calculations for use in regulatory or client reports Automate investment......
Automate the complete document cycle process, from data ingestion and origination to publishing and dissemination. Workflow and Robotic Process Automation ensure documents are created on time and error-free every time Automated data collection and handover to third parties improves governance and speeds up time-to-market Uses include: Generate documents including UCITs KIID, UK/EU PRIIPS KID,......
Automate the end-to-end reporting cycle including data import, entry and sign-off, both internally and by third parties Business/data rules and timers ensure that data is complete, correct and on-time all the time Produce/import/sign-off of data and create/disseminate templates (including all periodical updates) for a wide range of regulatory, client and vendor templates ...