Fintual is a Chilean-based fintech platform that provides automated wealth management and investment services for both individual and corporate clients. The company offers a suite of digital investment products, including mutual funds, characterized by low fees and a streamlined digital-first user experience. Their operations focus on leveraging technology to automate financial advisory, asset allocation, and client onboarding processes. Positioned as a disruptor to traditional banking, Fintual caters to a modern market seeking accessible and transparent financial growth tools.
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potential annual savings
hours/year automatable
business processes
By automating 45 tasks across 9 sub-processes in 8 process areas, you could save approximately 8,874 hours/year and reduce costs by $898,344 CLP/year.
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Breakdown of automation potential by role level, with differentiated hourly rates.
VP, Director, C-Level
Roles included:
Manager, Lead, Supervisor
Roles included:
Senior, Architect, Consultant
Roles included:
Analysts, Agents, Assistants
Roles included:
Benchmarks based on similar Fintech companies in π¨π± Chile.
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