Fintech · Wealth & Investing · 11–50 · Europe #b008_11

Context

We are a small, independent automated investment manager offering low-cost index portfolios, personal pension plans and workplace pension plans online.

Industry

Fintech · Wealth & Investing

Size

11–50 employees

Region

Europe

Tools budget

under $1K per month

Needs

Regulatory reporting. With a lean team, preparing periodic reports for our supervisor eats time we would rather spend on clients.

Today: a very small team assembling securities regulator filings with manual checks · Urgency: later

KYC & customer onboarding. We onboard individuals and employers entirely online and want smoother identity checks and document handling.

Today: remote customer verification for retail and employer plan clients handled by a handful of staff · Urgency: later

Who decides

ceo founder · founder led

Expects from suppliers

Affordable for a small team; Local-language and EU compliance support

Not a fit

Enterprise suites needing dedicated admins; Vendors without EU data residency

Stack

compliance tooling in place, CRM in place

Buying triggers

regulatory change, cost pressure