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FERI is a German wealth-management firm (founded 1987, public company) managing large portfolios for institutional and family-office clients. The tech stack is Microsoft-centric (Office, Dynamics 365, Power Platform, Azure) with engineering effort focused on sales automation and internal process digitalization. Active hiring across legal, finance, and engineering signals aggressive scaling into compliance infrastructure and product capability — notably around SFDR reporting, ESG process documentation, and resilience testing.
Tech Stack 24 technologies
Core StackActive Directory Intune Windows Server Power Apps Power Platform .NET C# JavaScript Azure Functions Power BI Python Microsoft Office Outlook Teams Excel PowerPoint Word Microsoft 365 Azure Microsoft Dynamics 365 Dataverse REST API Perl CRM
What FERI Is Building
◆Challenges
- Ensuring sfdr reporting compliance
- Compliance monitoring
- Digitalizing legal processes
- Improving internal esg processes
- Expanding sales potential
- Tailored sales strategy development
- Market trend analysis
- Operationalizing it compliance policies
- Conducting resilience tests
- Regulatory changes in sustainable finance
▲Active Projects
- Migrations
- Rollouts
- Conducting resilience and failover tests
- Esg process documentation
- Unpri questionnaire
- Sales strategy development
- Coordination of esg compliance measures
- Power apps and automation development
- Dynamics 365 sales solution development
- Development of sustainable financial products
Hiring Activity
20 roles · 10 in 30d
Department
Seniority
Company intelligence
