The fund operations hub designed for stellar service
Better service your customers, with real-time team overviews, single process set up and automated tasks and notifications.OK, I’m interested
A dashboard built for speed and simplicity
Deliver on time, every time
Never miss a deadline and keep your customers happy with our advanced notification system and quality control tools
at the core
Increase operational efficiency with easy info sharing, simplified handovers, visual feedback and accountability tags
Lower ops costs, higher profitability
Reduce your ops costs with easy-to-implement changes. From streamlined resource planning, to shortened staff onboarding and simple systems integration
Regularly update your customers with automated proof-of-work and SLA reports at the click of a button
Reassure your customers
Win big when it comes to operational excellence. From modernised ‘stand-out’ ways of working, to supporting customer due diligence, and future-proofing your offer
Instant delivery oversight
Look at tasks and procedures whenever you need to, and monitor progress per customer
Take control of your operational risk with task documentation, alert notifications and contingency planning
Prove regulatory requirements for your customers with custom reports, audit trails and documented proof-of-work
Trusted by industry professionals
Combine all your tasks into one streamlined workflow. Create categories and tags. Get real-time progress. And edit as you go
Recurring equals reliable
Our recurring engine saves you time. From date scheduling, to templates — set up just once and you’re good to go.
Tackle the trickier processes with our template solution. Create a template just once and use it whenever you need to. Ensuring all your ops are tracked and traced
Detailed work descriptions
Support team efficiency with a little extra detail. Easily view and edit work descriptions to keep things moving — right info, right people, right time
Everyone’s on the same page with our unified workspace. Collaborate and edit together in real-time. Or go solo to focus on your current workload. Whatever the task, no one’s left behind
Stay ahead of your tasks with our smart notifications. Set reminders when you need them, and escalate deadlines across your stakeholders
Total audit trail
Don’t worry, everything you do is automatically stored. View and share audit reports to follow up with your teams or improve processes
Connect the dots
Easily and securely connect your systems and workflows with our API. View, edit and update all from one place — it’s that simple
Some common questions
Daymi is created by and for professionals working with Operations in Financial Services, such as Asset Management, Banking, and Outsourcing. Daymi is used by both big and small organisations, with team sizes ranging from a handful individuals to multi-dozen teams.
Onboarding is included for all, and yes you read right. ALL new clients to make sure that you will succeed in using Daymi. The onboarding process typically takes you between 5-10 working hours (including the meetings and time spent on the setup) spread over 2-4 weeks depending on the size of the team or teams.
Daymi also offers all clients unlimited in-app support where we have a first response time of under 4 minutes on average.
We charge a licence fee for access to the platform, and we offer different solutions depending on what suits you best. Please reach out to us to learn more.
Yes, Daymi is very safe to use and has bank-grade security and compliance.
All your data is safely stored in the Swedish bedrock with a fully-Swedish independent provider (meaning no US-dependencies). We also have a backup site located in another part of the country, so you can use Daymi with peace of mind.
Yes, Daymi has an open Rest-API available on request. The API is used by our clients to import data from various portfolio management systems and automated/robotic processes, for example.