Operational excellence in asset management

The megatrend of individualisation is having an impact worldwide: Demanding customers in private banking increasingly expect custom-made, individual offers. If banks do not wish to fall behind in asset management, it will soon be mandatory to offer clients customisable products. The Investment Cockpit ­supports product customisation with mass customisation, thereby enabling operational excellence.

Seamlessly joins the tools of the Finnova Client Engagement

As a modern, web-based application, the Investment Cockpit seamlessly joins the tools of the Finnova Client Engagement Suite. Dashboards and portfolio overviews that can be configured user-specifically visualise the status of mandates for target groups for the management and monitoring of mandates. This enables the user to prospectively identify a need for action and to introduce measures that effectively reduce the risk of an undesired development.

Widgets

Graphical widgets in the dashboard show which mandate types, financial service types and strategies are particularly attractive, where a high liquidity coverage ratio displays incoming capital and therefore a need for investment, where strategy deviations or even restriction violations exist, or which test ­aspects have been violated and whether these have already been processed.

The dashboards are supplemented by a global portfolio overview, from which not only the investment status of a portfolio can be seen at a glance, but also with which ratio this is invested, whether one of the accounts in the portfolio shows a debit balance, how high the portfolio drift, performance or risk is, and whether any violation of an investment restriction exists.

Portfolio Overview

The selection of portfolios for further processing, such as a portfolio restructuring, is intuitive and easy. A guided step-by-step process supports the user both in the preparation and quick implementation of investment decisions in the mandates, with or without special client instructions.

Particularly in combination with the functionality ‘Topic-oriented investing’, which allows for a thematic customisation of mandates beyond the ­traditional product range, the Investment Cockpit supports banks in achieving operative excellence and at the same time satisfying the requirements of ­demanding clients by means of attractive, customisable products.