Belgian Fund Administrator

Insourcing of report production activities for 200+ reports per year using the Nadi application resulted in 40% efficiencies and over 50% production cost savings

Automation requires understanding.

Prior to onboarding your activities we closely collaborate with your operational and technical teams to analyze your business requirements and ensure a smooth transition.

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date

January 1, 2018

Background

Our client had previously outsourced financial and regulatory reporting activities to third parties and was challenged with high production costs, equivalent to 7 FTE, and communication issues with the selected service provider.

Executive decision was taken to in-source the report production and the Nadi solution was selected to manage the daily operations.

Project outcome

Following the full migration of the financial and regulatory reporting activities to Nadi, the client managed to produce the full scope of reports with a team of 3 FTE, focusing on report production and coordination of the audit process:

  • Full automation of the production workflow with limited manual interventions for exceptions and failed tailored controls
  • Centralized management of data and modifications
  • Increased productivity resulting in absorption of other tasks with reduced headcount
  • Centralized management of all fund related reporting activities by inclusion of additional in-house produced reports such as KIID

Achieved benefits

Global production costs were reduced by over 50% with operational efficiencies of 40%

Project Images

We are proud to offer an innovative solution that enable our customers to manage increasinaly important reporting issues in a simple way, by allocating fewer resources, and working with a small team.

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Other Examples

We bring together strong experience in the production and management of reports and documents relating to investment funds as well as advanced technological skills.