I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation
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Fund Management Industry

  • Banking and Finance Industry
  • Insurance Industry
  • Fund Management Industry
  • Pensions Administration Industry
  • Telecoms & Media Industry
Home Industries We Work In Fund Management Industry

Case Management solutions for Fund Administration

Insight 2 Value offers Case Management solutions for Fund Administration.

Our solutions are aimed at both Management Companies who manage their own funds and Third Party Administrators (TPA’s) who provide a managed fund administration service for one or more funds.

Insight 2 Value offers Case Management solutions for Fund Administration.

Our solutions are aimed at both Management Companies who manage their own funds and Third-Party Administrators (TPA’s) who provide a managed fund administration service for one or more funds.

Solutions can be implemented in weeks rather than months and quickly tailored to the specific needs of each different organisation.

The solution enables processes and tasks to be defined at many levels for example

  • Management company activities
  • Specific fund level processes
  • Member specific tasks

For example, Member processes may include:

  • New member application forms
  • Transfer/Switch a member’s investment between funds
  • Member queries
  • Provide a member with a statement of their current fund value
  • Change a member’s address
  • Complaint Handling
  • Anti-Money Laundering
  • Know Your Customer

These processes can be refined to meet the specific needs of each fund administrator and further processes can be easily added as required.

The solution provides the following features for each process:

  • Generate detailed reports on performance against targets to ensure Service Level Agreements are met
  • Make real time performance data available to enable managers and team leaders to manage their workloads and SLA’s
  • Route and Allocate work to teams using sophisticated but flexible rules based on work types, funds and management companies
  • Provide different means of retrieving work dependent on users roles and the step within the process
  • Enable the automated capture of inbound correspondence including letters, emails, faxes, text messages and web forms
  • Create work from inbound or outbound documents as well as at specific points in the process based on certain criteria
  • Automatically capture data from correspondence
  • Collaborate with other team members to share vital information and knowledge
  • Generate and capture outbound correspondence
  • Make all content available from your Fund Administration system
  • Create business rules to enable many varied business scenarios to be supported
  • Undertake case analytics to provide a consistent view of structured and unstructured data across all work in the solution and content outside of the solution

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  • Home
  • About
    • About
    • Why Choose I2V?
    • ServiceNow
    • IBM
    • Meet The Senior Management Team
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin)
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Services
    • Services Overview
    • Managed Services
    • Unstructured Data Discovery
    • Content Migration
    • System Upgrades
    • Solution Design and Implementation
    • Monitoring your ECM Platforms
    • Consultancy
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Solutions
    • Solutions Overview
    • Solutions For Customer Service
    • Solutions For GDPR
      • Data Breach Management
      • Subject Access Request
      • Privacy Risk Impact Assesment Management
    • Solutions For Complaints
    • Solutions For Guidewire
    • Solutions for Legacy Data Clean Up
    • Solutions for Safeguarding
    • Monitoring your ECM Platforms
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • By Industry
    • Industries Overview
    • Banking and Finance
    • Insurance
    • Pensions Administration
    • Fund Management
    • Telecoms & Media Industry
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Blog
  • News
  • Partners
    • Partners Overview
    • ServiceNow
    • IBM
  • Contact
I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation