Finance department steering tool
Insurance company

Large French institutional investor - € 300 billion in assets under management
Team of 35 Asset Managers and Analysts - PMS SimCorp Dimension (TM)

Business requirements

  • Dashboards for the CFO and the Executive Comitee
  • Front-end application for asset management teams
  • Order tracking, P&L, provisions
    and Top 10 according to different personal axes
  • Monitoring of investment guidelines (portfolio management mandates)


  • On premise Osmoze server and Osmoze Client Excel Add-In
  • Deployment of Decision-making and Institutional modules
  • Customized module of classification and aggregation rules
  • First Live in 4 weeks


Drastic enhancement

of the decision-making quality on relevant business criteria

Operational Efficiency

and automation of manual tasks


availability of results

High scalability

of the solution supported by an Agile approach delivery