Finance – Banking – Insurance

Finance – Banking – Insurance

Sector characteristics

Project, Client, Policy, Product or Fund oriented
Need to monitor profitability by client
Need to justify fees with reference to time expended and/or expenses
Detailed expense policies

Customers

Advent Underwriting Ltd
Ageas
Ascot Insurance
Atrium Underwriting
Axiom
Brit Insurance
Central Bank of Ireland
Corporation of Lloyd`s (case study)
First Reserve
Fox Pitt (case study)
Global Aerospace
HSBC Specialist Investment
Liberty Mutual
M&G Investment
Marketform
MetLife Amslico
Montagu Private Equity
Oasis Asset Manangement
Panmure Gordon UK
Platform
Seymour Pierce
Shawbrook Bank
Smith and Williamson

Sector challenges

Activity overrun – over-servicing clients
Need for absolute transparency in client or broker oriented expenses such as hospitality and/or gifts

systems@work Benefits

Configurable to capture appropriate details for time and expenses by client, product, project, fund, policy etc
Meticulous audit of expense submission, authorization and review
Enforceable policies by expense type including budgetary control against limits
Enables analysis of time and expense costs by any dimension