Fintech · Wealth & Investing · 50–200 · Europe #b008_09

Context

We are a regulated retail investing app serving younger investors in several European countries with shares, funds and digital assets.

Industry

Fintech · Wealth & Investing

Size

50–200 employees

Region

Europe

Tools budget

$1K–5K per month

Needs

Support automation. Customer questions arrive in several languages and we want more automated answers before adding support headcount.

Today: first-line agents answering chats, emails and calls in several languages · Urgency: this year

Data pipelines & integration. Our product, trading and finance data live in separate systems and we need reliable pipelines into one analytics store.

Today: a junior data engineer maintaining pipelines inside a broader parent-group platform · Urgency: this year

Who decides

head of operations · team trial

Expects from suppliers

Multilingual support out of the box; EU hosting

Not a fit

Tools aimed at US brokerages only; Large services engagements

Stack

data warehouse: cloud, ticketing / issue tracker, cloud: AWS-class hyperscaler

Buying triggers

cost pressure, new market or product launch