Zen Fintech
Technology consulting for the financial market.
Do you suffer from problems like these?
Operational errors
Frequent errors in wallet reconciliation, data matching, or report generation?
Scattered Data
Having trouble selecting and centralizing reliable financial data sources?
Rework
Do you frequently use Excel for analysis and recreate studies/formulations that could be standardized?
Visibility
Lack of dashboards providing real-time monitoring of your operations?
Technological barrier
Does the lack of robust systems prevent you from creating complex models and optimizations?
Technology Management
Difficulty using technology to benefit your business, defining priorities, and evaluating team performance?
Our Solutions
Data-driven
- Selection of Financial Data Source
- Data extraction, processing, and storage
Automations
- Manual Routines
- Monitoring Dashboard
Systems
- Fund Management
- Quota Fulfillment
- Risk Management
Analysis
- Asset Modeling
- Portfolio Optimization
Standardization and efficiency
- Excel Add-in
Front-end
- Professional Website
CTO as a service
- Strategic and executive consulting for technology initiatives
- Topology definition and team performance evaluation