ZeroKey

About ZeroKey

ZeroKey provides a zero-code integration platform that allows financial advisers to seamlessly transfer client data between various technologies without manual entry. This eliminates the inefficiencies of double data entry, enabling advisers to manage their tech stack more effectively and improve client service.

```xml <problem> Financial advisors often waste time and resources on manual data entry across multiple platforms, leading to inefficiencies and potential errors. This double data entry prevents advisors from focusing on client relationships and strategic financial planning. </problem> <solution> ZeroKey offers a no-code integration platform that enables financial advisors to seamlessly transfer client data between different technologies, eliminating manual entry. The platform's web extension places client data at the advisor's fingertips, allowing them to move information between systems with ease. By integrating their entire tech stack, advisors can take control of client data and adopt best-of-breed technology without restriction. ZeroKey accelerates the integration process for technology companies, fostering innovation and removing barriers to entry for new solutions. </solution> <features> - No-code integration platform for financial advisor technology - Web extension for easy access to client data - Seamless data transfer between different systems - Ready-made integrations for popular financial advisor tools - Eliminates manual data entry and double keying </features> <target_audience> ZeroKey's primary customers are financial advisors who want to streamline their workflows and improve client service by eliminating manual data entry. </target_audience> ```

What does ZeroKey do?

ZeroKey provides a zero-code integration platform that allows financial advisers to seamlessly transfer client data between various technologies without manual entry. This eliminates the inefficiencies of double data entry, enabling advisers to manage their tech stack more effectively and improve client service.

Where is ZeroKey located?

ZeroKey is based in Newport, United Kingdom.

When was ZeroKey founded?

ZeroKey was founded in 2023.

Who founded ZeroKey?

ZeroKey was founded by Joseph Williams.

  • Joseph Williams - CEO
Location
Newport, United Kingdom
Founded
2023
Employees
7 employees
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ZeroKey

Score: 65/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

ZeroKey provides a zero-code integration platform that allows financial advisers to seamlessly transfer client data between various technologies without manual entry. This eliminates the inefficiencies of double data entry, enabling advisers to manage their tech stack more effectively and improve client service.

zerokey.tech300+
Founded 2023Newport, United Kingdom

Funding

No funding information available. Click "Fetch funding" to run a targeted funding scan.

Team (5+)

Matt Wiltshire

Co MD

Aled Phillips

Co Managing Director

Joseph Williams

CEO

Company Description

Problem

Financial advisors often waste time and resources on manual data entry across multiple platforms, leading to inefficiencies and potential errors. This double data entry prevents advisors from focusing on client relationships and strategic financial planning.

Solution

ZeroKey offers a no-code integration platform that enables financial advisors to seamlessly transfer client data between different technologies, eliminating manual entry. The platform's web extension places client data at the advisor's fingertips, allowing them to move information between systems with ease. By integrating their entire tech stack, advisors can take control of client data and adopt best-of-breed technology without restriction. ZeroKey accelerates the integration process for technology companies, fostering innovation and removing barriers to entry for new solutions.

Features

No-code integration platform for financial advisor technology

Web extension for easy access to client data

Seamless data transfer between different systems

Ready-made integrations for popular financial advisor tools

Eliminates manual data entry and double keying

Target Audience

ZeroKey's primary customers are financial advisors who want to streamline their workflows and improve client service by eliminating manual data entry.