The company:

A large, traditional provider of insurance, investment and banking products.

The challenge:

• Analyse, map, convert and integrate 2 legacy systems into a single system
• Provide the organisation with a completely outsourced solution
• Provide the organisation with greater time/cost savings in administration and support of FS products

FS products supported

Products include:

• Unit trust
• Superannuation
• Allocated pension
• CMT

Platforms:

• Running on Sun Solaris 450

Number of users:

• 50+

Sales channels:

Independent advisor network

The solution:

Client C's requirements to be fully operational within 6 months was met by Fintechnix on time and on budget.

The deployment of the Fintechnix solution to the organisation has given the operation a high level of confidence in their ability to fully administer their products and support their client needs in a timely and reliable manner. The system's rich functionality set has given client C the ability for the first time to:

• Manage buy/ sell spreads
• Track parcels of funds
• Forward price