Generali International, a specialist in providing wealth management products, has licensed 3i Infotech’s Reporting to Clients solution. The system will help drive deeper operational efficiencies across the organisation’s network of offices around the world, as well as providing enhanced reporting capabilities.
Reporting to Clients is a workflow-enabled client reporting solution that encompasses the investment reporting process and provides 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.
Mark Laine, head of information systems, Generali International, said: “During 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.”
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