Customer: Union Investment

"Pentaho is at the heart of our back-office ATIS system which has revolutionised the productivity of our operations. With improved STP and the ability to rapidly drill-down into exceptions, our business has achieved industry-leading efficiency even faster than we had hoped."

Deployment Overview

Key Challenges

• Wide-ranging back office needs that must comply with stringent national and international banking regulations.

Pentaho Solution

• Deployed the acarda Transaction Interface Suite (ATIS), developed by acarda, along with the Pentaho Business Analytics Suite Enterprise Edition, to improve the automation of its back office functions and increase its Straight Through Processing (STP) rate.

Results

• Improved Union’s STP rate from 42% to 86%.
• The data integration capabilities enabled rapid, rule-based routing of vital information to decision-makers and fund accountants across the group.
• Union can now create a single view of over 1,500 funds.

Why Pentaho

• Comprehensive data integration capabilities
• Superior end-to-end analytics platform
• Ease of integration with ATIS