Comarch Fund Registers

Problem

The inability to analyze customer data, distribution channels or performed transactions on funds may reduce the effectiveness of marketing efforts and limit the decision making ability aimed at increasing interest in fund company products.

Challenge

In times of high competition on investment fund, pension or insurance markets it has become an important issue to appropriately assess the customers' interest in the offered products. This challenges IT systems, which should allow for easy management of data files imported from transfer agents. On the other hand, it should also allow for the presentation of data to determine which products are of the lowest and biggest interest to customers or rank dealers and regions according to selected criteria.

Solution

The Comarch Fund Registers solution allows for the presentation of data on transactions with participation units and fund shares, customers and distribution channels by interactive reports based on imported data from the transfer agent and additional information and classifications defined in the system.

Key features

• Reporting – enables the presentation of different groups of data contained in files imported from transfer agents (such as purchases and redemption of funds, commissions, registers records) on the interactive reports, allowing to specify the grouping levels or select the scope of the data presented in columns.
• Dictionaries - allows you to define additional information presented in the reports e.g. distributors grouping criteria or regions of distribution and their relationship with the selected data imported to the system.
• Administration - supports the basic administrative processes as audits of users’ work, system parameters, and the management of the file structure and their import to the system.