FMCG

Investment & Fund Account administration

Our colleagues at Fondsdepot Bank provide Xchanging customers with a reliable and proven service for investment account administration.

As the leading independent provider in Germany, Fondsdepot Bank is trusted by independent financial advisors, broker pools, asset managers, banks, investment companies and others to offer comprehensive services including:

  • Technology hosting: Fondsdepot Bank provides a state of the art infrastructure for investment account administration. We help with everything from purely technical administration through to advanced operational administration including application services.
  • Investment account outsourcing: Customers can outsource their investment account administration to us as a legal or technical outsourcing project. Banks, insurance and investment companies can take advantage of a white label approach to maintain their branding in almost any area where they interface with their customers including online banking, forms, client reporting and contact center interactions.
  • Multi-fund platform: Our multi-fund platform allows us to offer institutional customers a central fund purchasing service. This means they benefit from optimized processes, lower transaction fees and attractive trailer fees. Customers such as distribution partners and IFAs benefit too as they, and their own customers – can access a universe of more than 7,000 funds.

As business-to-business specialists, Fondsdepot Bank not only delivers efficient transactional and administrative services; we also support our partners with services including call center services, a VIP line for top distribution partners, online applications, collateral, workshops, training and more.

That means our customers get more time to focus on their core business: their customers.

Customers looking for best in class fund administration and portfolio administration for the Italian market can take advantage of our services.

With more than 20 years’ specialist experience, Xchanging Italy,  offers asset managers and depository banks distinct advantages including:

  • A broad range of back office solutions for fund administration & transfer agent activity.
  • Outsourced back and front office processes for portfolio management.
  • A complete offering for listed instruments and tailored financial innovations.
  • Secure and reliable communications through Swift and Omego CTM.
  • Outsourced Market Abuse and MiFID compliance control.

Case studies

Lockton - Delivering agility in a dynamic market
Insurance Software
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Lockton - Delivering agility in a dynamic market

Insurance Software

CHALLENGE

Help a leading provider of ancillary medical services focus on strategic business growth without having to endure the pain of managing non-core back-end processes.

 

SOLUTION

01 Xchanging worked with client to identify opportunity areas for process transformation to drive efficiencies and business value creation

02 Leveraging a combination of process re-engineering and a balanced global delivery model, Xchanging was able to deliver significant cost savings to the client

 

RESULTS

1 From a non-standardised operation to a process with defined timelines

2 Cost-per-invoice reduction from UK£2.5 to UK£1.2

3 Productivity gains of 116%

Delivered productivity gains of
116%

RFIB - Flexibility and configurability to stay ahead of the game
Insurance Software
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RFIB - Flexibility and configurability to stay ahead of the game

Insurance Software

CHALLENGE

RFIB operates in a highly complex environment that requires a seamless and integrated broking solution with multi-national capabilities.

RFIB needs watertight systems and processes to meet the stringent compliance requirements of a heavily regulated insurance market.

 

SOLUTION

  • RFIB uses the feature-rich capabilities of Brokasure to manage its entire wholesale insurance services business, including claims and policy administration for underwriting and broking.
  • Brokasure offers the automation and management of intricate end-to processing of quotes, policies, transactions and claims, often in multi-currency environments.

RESULTS

  • Enabling compliance – Brokasure enables RFIB to stay at the forefront of insurance regulations.
  • Configurability – RFIB has direct input into Brokasure enhancements through the Brokasure User Group.
  • Proactive partnership – Xuber’s continual process of review maintains efficiencies and to ensures standards of delivery.

“Xuber has a deep understanding of the challenges we face and the solutions we need to run our business,”

Mark Kinsella, Head of It, RFIB.

Global Insurance Broker - Making The Leap From ‘Good’ to ‘Great’
Managed Business Processes
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Global Insurance Broker - Making The Leap From ‘Good’ to ‘Great’

Managed Business Processes

CHALLENGE

To help a top global insurance broker make its next big leap: become the provider of choice for integrated employee benefit solutions and grow revenue by 50% within five years

SOLUTION

01 Enhance operational performance, optimise process efficiency, and instil a mindset of continuous improvement

02 Put to work our expertise in offshoring F&A processes including accounts payable, accounts receivable, general accounting, reconciliations, taxation, fixed asset accounting and reporting

03 Implement process improvements in a timely and effective way

RESULTS

1 Costs cut by 40% due to labour arbitrage

2 Quality up from 95% to 99.5%

Costs cut by
40%

Quality lifted to
99.5%

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