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)
- 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
Benefits
Drastic enhancement
of the decision-making quality on relevant business criteria
Operational Efficiency
and automation of manual tasks
real-time
availability of results
High scalability
of the solution supported by an Agile approach delivery
