Case Studies

/collatthumbs/9996.jpg

Rapid growth requires sustainable integration

14th February 2018

Company: BELLIN
Using spreadsheets is no longer a viable or suitable option for the treasury of a business that has grown so dynamically and operates globally, with 90 subsidiaries in over 110 countries. The Sartorius treasury team would never be able to meet the process and reporting requirements without system support. This is why any entities and units that are... read more
/collatthumbs/9995.jpg

Waking up dormant potential with receivables management

14th February 2018

Company: BELLIN
Achieving efficient and optimized working capital management is a key area of responsibility for Dussmann’s treasury team. Working capital management encompasses many different activities, reducing the need for financing and the corresponding costs. Receivables present great potential. Moreover, it pays to check the credit rating and payment... read more
/collatthumbs/9970.jpg

"Global Local Player” business model brings special treasury requirements

30th January 2018

Company: BELLIN
Heidelberg Cement’s “Global Local Player” business model comes with specific requirements that influence day-to-day treasury operations and strategies. Local characteristics are determining factors for the way business is done. HeidelbergCement needs a treasury approach that accommodates both global and local requirements. The Group Treasury... read more
/collatthumbs/9953.jpg

Treasury in the face of a merger: dormakaba and the best of two treasury worlds

17th January 2018

Company: BELLIN
In 2015, Dorma Group of Germany and Kaba Group of Switzerland merged to form a global security and access solutions company. The multidimensional nature of the merged company is reflected in dormakaba’s treasury. Following the merger, the aim was to successfully combine the best of both worlds, and to evaluate state-of-the-art solutions. Top of... read more
/collatthumbs/9930.jpg

Setting Up a Virtual Network Bank to Achieve an Efficient Banking Structure

8th January 2018

Company: BELLIN
The Aalberts Industries group had accounts with over 130 banks and had to combine information from 250 locations, spread across 30 countries and 600 bank accounts. The virtual network bank approach allows the group to organize information in a way that provides central treasury with access to all accounts, while at the same time allowing them to... read more
/collatthumbs/9860.jpg

Business Use Case : Backup NAV within Best Practice Oversight Operations

27th November 2017

Company: Milestone Group
As a Fund Manager, find out how you can assure timely, accurate NAVs within industry best practice oversight and without shadow accounting, by using pControl Backup NAV. read more
/collatthumbs/9859.jpg

How a Large Fund Manager Achieved Global Oversight of Service Providers

27th November 2017

Company: Milestone Group
This case study explores how a leading asset management firm based in Europe overcame challenges for its oversight processes after the acquisition of a competitor. read more
/collatthumbs/9858.jpg

Service Provider delivers Cutting Edge Customization for Institutional Investor

27th November 2017

Company: Milestone Group
Read how a securities services provider helped their institutional investor client build innovative multi-asset investment options for their DC plan, including a specially-blended, complex white label options that utilize ‘open architecture’ investments. read more

Investor Services Firm doubles client base and cuts operational headcount by 30%

27th November 2017

Company: Milestone Group
Read how this this premier Investor Services Firm who performs a broad range of asset services, including custody, accounting and ‘middle of­fice’ services, helped their clients to deliver innovative investment solutions while doubling its client base and reducing operational headcount by 30%. read more
/collatthumbs/9679.jpg

Online to Offline Attribution: A case study

7th September 2017

Company: Fospha
As a business that still utilises offline engagement channels, our client relies heavily on their monthly direct mail letters to help them acquire more leads. It was therefore imperative that they gained visibility of their entire end-to-end customer journey, so that they could easily identify if direct mail performed well as a customer... read more