The Crédit Agricole subsidary specialized in Asset Management has improved the tracking of its sales of financial products. Thanks to its ease of use, Reportive allows for rapid adaptation in this ever-changing sector.
With Reportive, analysts were able to create and deliver much-improved background sheets (UCITS) in the same amount of time as before. No programming meant more reliable information - and thanks to Reportive, the number of models required was divided by 3.
Banque BIA, which capital is held in equal shares by the state banks of Algeria and Libya, the Banque Exterieure d’Algerie and Libyan Foreign Bank, is a leading bank in France and Europe for the development of commercial relations between the two shores of the Mediterranean.
Banque BIA chose Reportive for financial controlling and risk management.
CACEIS is a banking group dedicated to institutional and corporate clients. CACEIS is one of the world’s leading asset servicing providers and is the premier player in the sizeable French market.
CACEIS easily and quickly developed fund sheets, thanks to the ease of use (no coding) of the Reportive solution.
Finance controlling has strengthened its position within the Bank by moving from being a data provider service to being a data analysis service – all thanks to Reportive. With Reportive, every user saves 15 to 20% of his time while making his daily work more rewarding.
La COmpagnie Financière Edmond de Rothschild
Adopting Reportive allowed EDRMM to automate the production and distribution of its reports. Avoiding manual data entry and programming also meant information was more reliable. Reportive’s flexibility made it easier to respond to ad hoc requests.
Adopting Reportive allowed MNFCT to build recurring dashboards and ad-hoc studies. The recurring dashboards include tracking information about memberships and cancellations, contributions, benefits paid by treatment, by product, etc. The database consists of data from the Cegedim Activ ESQUIF health insurance management software.