Click here to request our white paper 'Transforming Document Management: Trends in the European Fund Industry'.
- minimise disconnected silos of documentation
- standardise processes across multiple jurisdictions
- improve management oversight of complex structures
- accelerate decision making
- increasing regulatory and client pressures demand proactive, efficient and timely action by service providers
- risk associated with data management is significant
- quick turnaround of information is fundamental to reputations
- manual and high risk tasks are used to manage increasingly complex funds
Fund Industry
Key Challenges: Optimising the Client and Investor Experience
Key Concern: Efficient communication with clients, investors, auditors, regulators and other internal and external parties.
Isiwis’ fit for this industry sector: The Isiwis platform enables a client to control interactions with colleagues and external parties, manage key deadlines and create document workflows in a single secure environment available on-line. Risk is mitigated by reducing the number of manual interventions required in multiple systems and procedures common in today’s environment. Simple organograms linked to the folder structure provide visual oversight and easy navigation of the business and complex structures. This translates to improved control over internal teams and external advisors and partners.
Investors and other external parties receive a better standard of service through faster, improved communication, and better technology.
Isiwis harnesses the power and flexibility of Microsoft technologies with its own secure private cloud to offer the next generation of document solutions for the Fund industry. Our new investor and client lounge adds an extra dimension providing users with a more rewarding experience and the client with a new marketing channel.