About Us

Digital solutions for Wealth Management finance and other central functions.

Meet the leadership team

David Thompson

David Thompson

David has been key in the design of FinanceBI’s Wealth Management modules and is perfectly placed to understand your individual reporting requirements and unique data challenges. As a finance change professional, David provides the link between the finance team and FinanceBI’s development team providing expert advice to both the project team and clients.

David qualified as a chartered accountant with KPMG before embarking on a finance change career with Brewin Dolphin, RBS & ABN Amro.

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Paul Brann

Paul Brann

Paul has 20 years experience delivering IT finance, analytics, reporting and planning solutions as a senior IBM Cognos TM1 and IBM Planning Analytics Consultant. With most recent experience at Brewin Dolphin, ICBC Standard Bank and Barclays, Paul can draw upon years of knowledge of financial services delivery.

Paul’s technical experience, vision and agile approach has guided each project and converted client and industry requirements into cutting edge software solutions. Paul is a certified IBM Cognos TM1 consultant.

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