Providing a complete picture

The investment business continues to become more competitive and more complex. Globalisation, new investment types and greater client sophistication create new demands for better understanding of the business to ensure continued profitability and growth.

This has increased the demands for better information across all business functions: to analyse performance, ensure effective controls, and provide greater transparency.

These demands coincide with the proliferation and complexity of the new product ranges which have been created to meet the changing investment landscape and greater client customization.  Not to forget the squeeze on margins and the convergence of institutional and retail channels.

In order to succeed in this increasingly complex and competitive business environment, more accessible and better targeted information on clients and products is needed, to provide a full picture of your sales, margins, revenues and costs across all clients, products and channels.

Alphapoint® MI

We can help provide this with our new Management Information solution, AlphaPoint® MI, designed specifically for Investment firms. The solution supports the integration of sales, revenues and associated data across all channels and markets into a single data warehouse, so the total position can be seen for all clients and products.

AlphaPoint® MI can:

• Provide Margin analysis for Sales Managers and Risk analyses for Investment Directors.
• Analyse Client Profitability for Business Managers and Historic Asset Allocation for Marketing.
• Reconcile Assets under Management for Finance and provide KPIs for the Group Executive.

All this can all be delivered using the same consistent set of data.  Think of the time that would be saved if there were no need to manually collate data into spreadsheets for analysis. Not to mention the potential savings in IT costs you could get by standardizing on an industry leading, cost effective platform.

Imagine the improvement in the quality of the information that could be obtained through

• consistent results across the group
• faster delivery from enhanced automation
• advanced analytical capabilities, and
• increased transparency with having the facts behind the headline figures.

AlphaPoint MI provides insight into the major business and performance indicators. Based on Microsoft's latest technology, AlphaPoint MI provides reporting and analysis via Web portals, Microsoft Office and ad hoc queries and data visualisation, as well as high quality reports. You can even control spreadsheets by publishing them to a central, controlled server environment with the newly released Excel Services.