QlikView Customer Snapshot – Fondaco SGR
地区
- Europe
国家
- Italy
产品
- QlikView
实施规模
- Departmental Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 分析与建模 - 实时分析
适用行业
- 金融与保险
关于客户
Fondaco SGR is a leading independent money management company. The company's mutual investment funds are intended for qualified investors. Fondaco SGR was created in 2002 by the Fondazione Compagnia di San Paolo (40%), Fondazione Cassa di Risparmio di Padova e Rovigo (23.37%), Fondazione Cassa di Risparmio di Bologna (16.63%), and Ersel Finanziaria SpA (20%). The company is headquartered in Turin, Italy and operates in the Securities & Investments industry.
挑战
Fondaco SGR, a leading independent money management company, was facing several challenges related to the analysis of financial data on managed funds and funds under management. The company was looking for a solution to optimize this process and automate the creation of reports for top management. The goal was to improve the overall quality of the analyses and reports produced. The company needed a solution that could provide comprehensive insights into key financial metrics across funds, performance, deviations, and risk.
解决方案
Fondaco SGR deployed QlikView to a handful of users across top management, the board, fund managers, and finance. The solution provided executive analysis, allowing the assessment of key financial metrics across funds, performance, deviations, and risk via dashboards and monthly reports. It also provided financial analysis, offering dashboards and ad-hoc analysis. This included the analysis of funds and their composition, deviation between funds and their benchmarks, ex-post performance and risk indicators, and ex-ante risk indicators. The implementation of QlikView was rapid, taking less than a few days.
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