With a tightening regulatory framework in the financial markets asset managers have to consider solutions that will enable them to provide their clients with improved risk analysis, via a fully automated service.
Generali International has selected Reporting to Clients in order to add value to its existing reporting process both in terms of enhancing the overall presentation as well as streamlining the business process. In particular, the system will help drive deeper operational efficiencies across the organisationâs network of offices around the world, as well as providing enhanced reporting capabilities.
Reporting to Clients is a formidable, workflow-enabled client reporting solution that encompasses the entire investment reporting process and provides complete automation of report production, distribution and electronic storage. The solution has been built in such a way that it can take in data from any source, before processing it for distribution. As such Reporting to Clients is in fact suitable for many other purposes beyond investment reporting.
Mark Laine, Head of Information Systems, Generali International, said, âDuring the selection process, Reporting to Clients really stood out because it is, in effect, multi-purpose. Not only does it allow us to efficiently produce comprehensive reports for our clients, but we can also use it as the basis for a solution to collect, process and distribute financial market data to other systems within Generali International.â
Ian Hallam, Product Director, 3i Infotech - Western Europe, commented, âGenerali International prides itself on delivering outstanding customer service, a large element of which is delivering timely, high quality reports to clients. By selecting Reporting to Clients Generali International is demonstrating that it is constantly striving to provide its clients with the best service.
â3i Infotech - Western Europe has a long-established relationship with Generali International and we are pleased to be working closely with them on this important project.â
3i Infotech is the UK market leader in asset management solutions, with four out of the top five private wealth managers using its software and services. Clients include Barclays Wealth, Rathbones, Jupiter and Coutts.