Case Studies

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Avoka Case Study: Digital Business Banking Customer Onboarding

2nd November 2017

Company: Avoka
A global bank, operating in over 65 countries, decided to radically transform its digital account opening for business customers. By implementing the Avoka platform, the bank is now able to seamlessly onboard clients across mobile, desktop, and call center. Avoka delivered not just a form but a digital experience for all parties, complete with... read more

Digital Business Banking Customer Onboarding case study

2nd November 2017

Company: Avoka
A global bank decided to radically transform its digital account opening for business customers. It had fallen behind in delivering a full digital experience for its 2.2 million business customers accounts for credit cards, loans, and treasury management and was not providing a satisfactory digital onboarding experience. To grow their international... read more
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Case Study: Portfolio and Partnership Accounting Software - Single Family Office

24th October 2017

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings greater visibility and efficiency to the Lupton single family office. Download the case study to learn more. read more
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Case Study: Partnership and Portfolio Accounting Software - Fund Administration

28th September 2017

Company: FundCount
FundCount's integrated portfolio, partnership and general ledger accounting software provides Beacon Fund Services with an easy-to-use system for all their accounting and reporting needs . Download the case study to learn more. read more
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A Case Study for Asset Manager: Old Mutual Global Investors

27th September 2017

Company: CloudMargin
Old Mutual Global Investor implements CloudMargin for added oversight of outsourced collateral management solution. Leading asset management firm, Old Mutual Global Investors (OMGI), was looking to enhance, streamline and most importantly automate its middle-office process. In particular, the firm was carrying out part of the collateral management... read more
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Case Study: Partnership and Portfolio Accounting Software - Fund Administration

14th September 2017

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings speed, efficiency and enhanced reporting to Fund Associates. Download the case study to learn more. read more
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Online to Offline Attribution: A case study

7th September 2017

Company: Fospha
As a business that still utilises offline engagement channels, our client relies heavily on their monthly direct mail letters to help them acquire more leads. It was therefore imperative that they gained visibility of their entire end-to-end customer journey, so that they could easily identify if direct mail performed well as a customer... read more
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Case Study: Partnership and Portfolio Accounting Software - Private Equity Firm

29th August 2017

Company: FundCount
A leading Singapore-based private equity firm turned to FundCount to eliminate its reliance on external fund administrators. FundCount's integrated partnership, portfolio and general ledger accounting software helped the firm reduce costs, improve accuracy and enhance operational efficiency. Download the case study to learn more. read more
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Case Study: Portfolio & Partnership Accounting Software - Multi-Family Office

23rd August 2017

Company: FundCount
FundCount's integrated portfolio, partnership and general ledger accounting software provides comprehensive accounting support and reporting for PKF O'Connor Davies' multi-family office and fund administration businesses. Download the case study to learn more. read more