Case Studies

Blue Chip - Wyelands Bank case study

21st May 2019

Blue Chip - Wyelands Bank case study «OLYMPIC Banking System - an example of use in an IaaS context» read more

Angus Scott – The new imperative: Active liquidity management

29th April 2019

CLS’s Angus Scott outlines the industry and regulatory drivers requiring banks to more effectively and efficiently manage liquidity intraday; as well as the internal and external solutions which can help them to achieve this. Read the article: The new imperative: Active liquidity management >>... read more

Argenta Case Study

27th March 2019

Company: Five Degrees
Argenta is a banking and insurance group operating across Belgium, the Netherlands and Luxembourg. In 2015, Argenta recognized that there was room for growth if it could operate as a modern digital bank that could respond quickly to market demands. In this case study, you will discover why Argenta is certain that the Matrix platform was the best... read more
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FundCount: Providing Integrated Accounting Software to Fund Associates

11th March 2019

Company: FundCount
Learn how FundCount provided Fund Associates with seamless integration of portfolio, partnership and general ledger accounting on one platform. FundCount's powerful software enables Fund Associates to structure new business investments and aid emerging manager clients launch their funds efficiently. Download the case study to learn more. read more

Case Study –Bringing Integrated Accounting & Reporting to Beacon Fund Services

5th March 2019

Company: FundCount
FundCount's integrated portfolio and partnership accounting software supports the different reporting requirements of Beacon Fund Services' onshore and offshore entities. The software handles the full range of security types and offers a fully integrated real-time general ledger that ensures accurate, consolidated information for analysis and... read more
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Van Lanschot case study

21st February 2019

Company: Five Degrees
Van Lanschot replaced the bank’s Siebel CRM system with five°degrees' digital banking platform Matrix. Within current projects, the bank adopts the workflow aspects of the system to bring improved automation in areas such as client onboarding. read more
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How Millennium bcp Made the #NextGenBank a Reality

21st February 2019

Company: Auriga
Like so many other banks, Millennium bcp is reviewing its large branch network. While this has led to some closure and relocation of branches, Millennium BCP was determined to use the review as an opportunity to create a new kind of customer-centric branch format for the future. To ensure long-term protection of their estate, Millennium BCP... read more
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Case Study: Improving Operations with FundCount's Integrated Accounting Software

20th February 2019

Company: FundCount
FundCount enables Benefit Trust, an institutional trustee and custodian, to perform all core portfolio accounting functions and run financial reporting in a single system. From automating the calculation of interest on Guaranteed Insurance Contracts in multiple portfolios to automating the dividend process, FundCount has provided across-the-board... read more
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Case Study: Frictionless Client Onboarding for Accountancy Firms

14th February 2019

Company: ID-Pal
UHY Farrelly Dawe White was looking for a client on-boarding solution that would be effective and efficient for both the business and the client. The business on-boards new clients face-to-face in their offices, as well as in-person at off-site locations. However, this process was proving to be quite inconvenient and frustrating for the client and... read more