A Year of Milestones at Finmars – Looking Ahead to 2025
As 2024 comes to a close, we reflect on another year of advancing our vision: fostering an open, collaborative approach in the world of AWM digital tools. Our goal remains steadfast—empowering financial institutions with high-quality, fast, and cost-effective AWM data solutions.
From firms managing a handful of connections to those handling thousands, the challenges of a fragmented market and poor data quality continue to plague the industry, resulting in costly inefficiencies and, most critically, flawed investment decisions.
At Finmars, we believe no single player can overcome this challenge alone. That’s why our platform is designed to help banks, investment companies, and family offices collaborate, enabling seamless integration, secure and high-quality data management, and efficient automation. Together, we can transform common challenges into shared opportunities.
Here’s how we made strides in 2024 to improve the quality, accessibility, affordability, and security of AWM data for our clients and partners:
1. Streamlined integration framework: integrating new AWM data sources is now faster, cheaper, and error-free, thanks to our standardized framework.
2. Enhanced API services: our new automated scripts make data uploads and validations simpler and more effective, offering high-quality data, real-time insights and performance tracking with just a click.
3. Universal business model: we developed advanced unification tools to transform diverse AWM data into standardized business objects—such as import schemes, financial instruments, or transaction types. This approach enables seamless integration with various data sources and formats, reducing errors and minimising unnecessary costs.
4. Security by design: with enhanced granular access rights and end-to-end encryption, you have complete oversight and protection of sensitive data flows.
5. Boosted performance: our platform now supports the evolving needs of major clients, including large financial institutions, both today and in the future.
6. Optimized UX/UI: we refined our platform’s interface and usability to ensure an intuitive and personalised experience for data managers, viewers, and administrators alike.
7. New collaborations. Organizations such as banks, investment companies, and innovation labs have joined us as partners and clients this year. As we continue to innovate, we have also started cooperating with industry associations that establish unified data standards, contributing to improved quality and streamlined integrations across the board.
We do not see competitors but partners in progress, and we are committed to building a stronger, more connected ecosystem for everyone in the industry.
Here’s to a New Year of better data, smarter decisions, and groundbreaking collaborations!
