Old Mutual
CASE STUDY
Offering a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries
Old Mutual is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Their purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
Project:
Management Information Dashboards
Project:
Management Information Dashboards
The Challenge
- Unable to get automated digital reporting out of Xplan solution.
- Manual processes to generate custom reports.
- Reporting was refreshed on a month-to-month basis.
The Solution
- Implemented dataFINIUM to extract and ingest data.
- Developed custom dashboards reporting on Xplan data.
- Reporting is refreshed daily.
Key Benefits
- Efficiencies and cost-saving are created through automated data extraction and ingestion.
- Automated digital dashboards are reporting on daily refreshed Xplan data.
- Old Mutual users have access to up-to-date data that is refreshed daily.
- Innovative bespoke solution without significant development costs of vendor.
