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
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Advent Underwriting Ltd
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Ageas
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Ascot Insurance
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Atrium Underwriting
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Axiom
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Brit Insurance
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Central Bank of Ireland
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Corporation of Lloyd`s (case study)
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First Reserve
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Fox Pitt (case study)
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Global Aerospace
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HSBC Specialist Investment
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Liberty Mutual
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M&G Investment
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Marketform
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MetLife Amslico
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Montagu Private Equity
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Oasis Asset Manangement
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Panmure Gordon UK
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Platform
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Seymour Pierce
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Shawbrook Bank
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Smith and Williamson
Sector challenges
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Activity overrun – over-servicing clients
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Need for absolute transparency in client or broker oriented expenses such as hospitality and/or gifts
systems@work Benefits
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Configurable to capture appropriate details for time and expenses by client, product, project, fund, policy etc
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Meticulous audit of expense submission, authorization and review
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Enforceable policies by expense type including budgetary control against limits
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Enables analysis of time and expense costs by any dimension
