Summary
Established in 2013 with its headquarters in Singapore, we are a collaborative team of over 120 consultants across Southeast Asia, Europe and North America.
We are a Singapore FinTech Association certified FinTech, providing state of the art technology solutions that assist financial institutions in the areas of Business Operations, Compliance & KYC, TBML and Transaction Monitoring, Communication and Collaboration. Our solutions have been built as no-code platforms, thus empowering and enabling businesses to adopt a complete self-service model.
We are a multinational, award-winning consultancy with unrivalled understanding of buy-side strategy, operations, technology and governance.
Description of fintech solution
A no-code end-to-end business solutions platform that allows business users to build and adapt business solutions that solve typical business challenges faced by Asset Managers, quickly, incurring less cost and without the need for technology or coding effort.
Describe your key innovations
Truly empowering business users to develop applications or tools on their own (without any technology help or coding effort) to solve their day-to-day business problems.
Solution Lifecycle
Commercialized
Founder's Background
Key management positions in big asset management firms.
Founded (Years of Incorporation)
2013
How are you funded today?
Bootstrap
Number of employees
120
Presence In Region
ASEAN
Asia
Southeast Asia
Technology
Application Programming Interface (API)
Artificial Intelligence
Cloud solutions
Data automation
ESG
Machine Learning
Natural Language Processing (NLP)
Optical character recognition (OCR)
Regtech
Risk Assessment
RPA
HQ Country
Singapore
What are the top 3 key benefits your solution will bring to the Asset Management Industry?
1. Allowing business users to build applications/tools using click/drag/drop features and without the need for technology or coding effort
2. Quick (in a matter of weeks) rollout of highly customized solutions
3. One easy to use and maintain platform for the Asset Management eco-system
Tell us more about your past client engagements to date and your market penetration?
The solution is being used by industry leading firms to solve their specific business problems.
Do you have any case studies of your solution? If yes, please share it in less than 200 words
Our clients have used our platform to meet their business requirements in the following areas:
CLIENT SERVICING
- Client Onboarding
- KYC / AML
- Reviews
SALES & DISTRIBUTION
- CRM
- RFP/RFI/RFQ
- Sales & Mktg. Analytics
PRODUCT MANAGEMENT
- Idea Initiation to Product Design
- Product Approval
- Product Review
DATA MANAGEMENT
- Data Governance
- Data Quality
- Document Management
LEGAL & COMPLIANCE
- Compliance Approvals
- Marketing Materials
- Contract Management
- Regulatory Reporting
- Operational Risk
REPORTING
- Client Reporting
- Management Reporting
- Operational Reports
MISCELLANEOUS
- Procurement
- Outsourcing Management
- Vendor Due Diligence & Onboarding
Awards/Accolades
1. IMAS DAP Challenge Winner 2021
2. SFA Fintech Certified Platform used by many banks in the region for TBML
3. One of the largest fund servicing providers is using the platform for Data Quality & Data Governance
