Product management made easy
A set of digital tools for creating, managing and monitoring financial products in a controlled environment.
Latest news
Achieving Consumer Duty compliance
Josh Blundell and John Liver discuss the roadmap for the next 3 months. We are now in the run up to the main rules which come into force on 31 July 2023 for existing products and services. The immediate deadline firms must consider is 30 April 2023, when they must have finished their review of existing open products.
Shortlisted in the FStech 2023 awards!
We’re very pleased to share that we’ve been shortlisted for not just one, but two FStech 2023 awards! These are ‘Digital Transformation Project of the Year’ and the ‘RegTech Project of the Year’.
To be shortlisted alongside these other great projects is a recognition of the hard work of our entire team.
Fundipedia and Kore announce partnership
We are pleased to announce that Kore have entered a strategic partnership to integrate Fundipedia’s enterprise fund data management solution with Kore’s product governance and end-to-end digital lifecycle management platform.
Easy to implement
We mould around existing technology and we fill the gaps in functionality without being intrusive.
Highly portable
Can be rolled out across different types of financial organizations, product sets, geographies, and regulatory regimes.
Client centric
Our taxonomy directly matches client needs with products in a rational, consistent, and auditable way.
Controlled environment
Audit trail and central controls for product governance and risk management. We build corporate memory at the touch of a button.
“Our partnership with Kore will enable us to add further rigour and discipline to our product governance process, which in turn will help support us on our journey to deliver an unrivalled experience to our clients.”
Chris Phillips
Chief Client Officer, 7IM
Clients
Built for professionals managing financial products
Product specialists
Product managers and their support colleagues in Compliance, Legal, Risk, Operations and any other department handling product events and related activity. Some of these product specialists carry a personal liability for poor product governance.
Senior managers
Senior managers require a real-time understanding of the entire product set, including the back book. They also have stringent efficiency targets.
Client facing teams
Front-line teams are expected to have a deep knowledge of the entire product set and exactly match product to the needs of their clients. Their clients require timely responses and superior service at all times.
Compliance requires evidence
“Most asset managers had poor record keeping. This may have been due to a lack of formal process in product design and oversight. Critically, where firms did not document challenge, decisions and checks, they were unable to recall what activities had taken place. The inability to evidence robust challenge and oversight should raise concern for those individuals accountable for this activity (the focus of the new Senior Management and Certification Regime) as it leaves firms and those accountable unable to evidence challenge and oversight”.
— FCA’S MIFID II Product Governance Multi-firm Review (extract), 26 Feb 2021