FinStory

What we do.

Five disciplines that complement each other — and make every story land.

01

Business Analysis & Requirements Engineering

Clarity before code.

What we do

  • Sharpen problems and goals before solutions are discussed
  • Structure requirements — epics, features, user stories, functional specs
  • Define acceptance criteria and test strategy, support acceptance
  • Translate between business, IT, and data

Typical situations

New platform, migration, legacy replacement, regulatory requirements.

02

Project & Program Management

Structure, cadence, and delivery — matched to context, not to a framework.

What we do

  • Structure initiatives, set up roadmap and governance
  • Align stakeholders, manage risks actively, secure delivery
  • Classic, agile, or hybrid — we pick what works
  • Turnaround and replanning in difficult phases

Typical situations

Cross-functional programs, regulatory initiatives, critical phases of an ongoing project.

03

Data-driven Workflows

From raw data to decisions — structured, traceable, reproducible.

What we do

  • Connect, harmonize, and transform data sources into robust models
  • Specify calculated figures — financial metrics, performance, risk, exposure
  • Master reference and master data as confidently as time series, market data, and transaction flows
  • Reporting and dashboards that don't just show — they serve as a basis for action

Typical situations

Fund data, calculated portfolio figures, risk and performance metrics, data hub initiatives.

04

Digital Transformation

Question existing processes — don't digitize them one-to-one.

What we do

  • Reduce processes to their core — and drop what's only there out of habit
  • Automate where it matters most
  • Guide the change: tools, processes, and the people working with them
  • Keep target pictures lean enough to actually get built

Typical situations

High-frequency manual processes, Excel workarounds, grown point solutions, stalled transformations.

05

AI-supported Processes & MVP Kick-Start

From use case to working solution — in weeks, not months.

What we do

  • Identify and quickly validate high-impact AI use cases
  • Build prototypes and MVPs — with our proven AI engineering process
  • Spec-driven development, CI/CD, production-ready code
  • A clear path from idea to live operation

Typical situations

Proof of concept, internal tools, idea-to-MVP.

Engagement models

Three ways to work with us.

Mandate via framework contract or payroller

For financial and insurance clients. Classic BA/RE/PO/PM mandates, embedded in existing procurement processes.

Direct engagement

For SME initiatives. Fixed-price or time-and-materials, clear scope, direct collaboration without intermediaries.

Partner capacity

For software and AI firms. Support in collaborations — business analysis, requirements engineering, product ownership, or program management.

Does one of these disciplines fit your initiative?