Marketing Department

What are the financial communication challenges ?

Due to the increasing competition, customer loyalty becomes banks’ priority. Banks must innovate in terms of communication, and communicate on the media channel with the highest readership rate : the Client Reporting.

Reporting Maestro is a new media opportunity to reach the clients.

Ability to attach an advertising content to the client reporting

• Maximize your advertising campaigns on the media channel with the highest readership rates : According to a recent study by InfoTrends, banking transaction documents are read by 90% of end customers

To optimize targeting campaigns

• Track customer history : all customer data is accessible from the software
• Possibility to personalize the advertising content according to the customer profile (example: a customer interest for derivatives = sending a Flyer on derivatives with its reporting)

To personalize your communication campaigns

• Large choice of templates for your advertising content : visual, graphics, ability to add new items to design your campaigns
• Large choice of format : Set the size of the advertising mail
• Multi-channel for your advertising campaigns : Tablet, Smartphone, E-banking, mail, emails

Back Office

What are the administrative challenges ?

Due to the disturbing financial market, banks must reduce administrative costs and optimize the employees resources used.
Reporting Maestro is a software platform that was especially developed for financial service providers who want to drastically increase the reliability of client mass reporting processes and minimize cost of report production.

Cost Management

• Less employees’ intervention, a single application for managing your clients’ documents

Time Management

• Administrative tasks scheduling : Accessible from any connected computer; Automation of the entire reporting production and distribution process
• Flexible and integrable : can execute complex workflows and access external :

•    Portfolio management / core banking systems such as Triple‘A, Finnova, Avaloq, Olympic or Globus
•    Reporting systems such as Actuate iServer, BIRT or Crystal Reports
•    Archive systems such as IMTF or IBM OnDemand through especially developed Java connectors

Quality control of the reporting process

• Automatic data and correspondence validation when sending the reports; Reports size and content are validated automatically by a rule-based system

Asset Managers

What are the Asset Managers challenges ?

In a disturbing financial market, evolving constantly, clients require reporting more frequently, in order to check their investments results and be reassured.

Reporting Maestro is a real financial analytical tool and a client communication tool for asset managers.

Detailed Reporting

• Show detailed information relating to the financial transactions

Personalized communication

• Reports’ content customizing: according to the type of investment, client characteristics, currency…
• Reports’ design customizing: large choice of templates

Financial analytical tool

• Comparative performance of financial results over a period
• Comparative performance of a financial product versus another financial product
• Comparative gains through exchange rates

Functional architecture

Download the Reporting Maestro Brochure

Reporting Maestro is a universal time and date driven scheduler, which supports the definition, execution and monitoring of recurrent or unique orders. Its intuitive and flexible web front-end optimally suits administrators and end-users.

Functional Architecture :

Key Features of Reporting Maestro

Orders

Orders contain several individual tasks (e.g. generate report, archive report as PDF on disk server, print report), which can be activated or deactivated.  They relate to single Portfolios or to lists of portfolios and can be started on an ad-hoc or recurrent (scheduled) basis.

Order executions

Order executions can be time-driven, triggered through external events (such as availability of data required for report production) or a combination of both. Each execution is divided into single tasks; each task executes a workflow in order to process one document. The order execution status is automatically aggregated from the status values of each task and displayed on the web front end. Historical status values are kept for auditing purposes. Only tasks which aborted due to external error conditions are repeated to minimize order execution run times.

Tasks

Tasks are the smallest processing units in the product.  They execute a workflow which can be completely customized by the customer.  The main purpose of that workflow is to produce one document and drive it through the process chain.  Tasks can be restarted after failing, and their state is fully historized, enhancing reliability and traceability of the whole process.

Example of a Reporting Maestro client report