I've been friends with Manu for many years. I moved from San Francisco to join him at inbest.ai because of his tireless work ethic, creativity, start-up experience and deep financial industry knowledge....moreJim Burke
Product Manager of risk analytic stochastic software that generated annual revenues in excess of $3mn. This product suit help users in the following areas: - Advice individual...more investors on general investments, pension accumulation and retirement, e.g. saving rates, investment strategy or retirement options. - Advise institutional investors on their Strategic Asset Allocation, Asset Liability Management and risk monitoring. - Investment product design, manufacturing and risk governance.
- Quant analyst in the internal model development team for the Solvency 2 Capital Requirements (Pillar 1). The team was in charge of developing financial models to evaluate...more financial assets’ capital consumption according to Montecarlo modelling methods. - Developed a Business Intelligence tool (Excel VBA/SQL) that analyses the operational efficiency of Spanish mid-side banks. This tool was used in projects of operational efficiency analysis and post-merger integrations.
- Responsible for the IT and pharmaceutical sectors in the Small & Mid Cap team, which was awarded by the Thomson Extel Survey as the best Iberian Small & Mid Cap...more research team in 2008 and 2009. - Participated in marketing investment advice via several road-shows presentations with the BPI head of research, attending meetings and direct calls with clients. - Responsible for developing and maintaining internal financial models to obtain macroeconomic data inputs.
Inbest Chatbot for customer acquisition and engagement
1) Engage with customers and prospects on instant communication platforms. 2) Provide personal, useful and non-intrusive tips and alerts to start the… · More conversation with your customers and prospects. 3) On-demand live support from the correct person at your firm for each customer segment and question
Data analytics platform for the wealth management industry
1) Build your own solutions including features with account data aggregation, categorization and sophisticated functionalities for financial planning. 2)… · More Accelerate your digital agenda by focusing your resources on the user experience, not building financial models or connecting users’ bank accounts. 3) Enterprise-grade API that your developers can integrate in minutes
Royal Society of Edinburgh Enterprise Fellow // Finalist in the Consumer Financial Literacy challenge - Financial Innovation Contest // Best Iberian Small & Mid Cap research team - Thomson Extel Survey
I've been friends with Manu for many years. I moved from San Francisco to join him at inbest.ai because of his tireless work ethic, creativity, start-up experience and deep financial industry knowledge.