India's leading wealth management firm, 360 One pioneers treasury digitization with IBSFINtech TMS
Leading Wealth and Asset Management firm in India managing more than $ 26 bn of assets under management (AUM) is focused on advising clients to preserve, manage and grow their wealth and legacy.
Challenges
• Difficulty in accurate cash flow planning & investment decision making due to data from multiple sources
• Timely and accurate Management Information System (MIS)
• Automated alerts and calculations for due dates/charges
• Recording of all transactions in integrated mode as it is a cumbersome to manage it in excel.
Benefits
• Unified platform to seamlessly capture data from multiple internal sources.
• 360-degree visibility, ensuring the team identifies every viable investment opportunity.
• Optimized efficiency in daily investment decision-making and securities monitoring.
• Enhanced reporting accuracy, with automated generation of month-end accounting entries.
• Significant reduction in manual email downloads and checks for investment performance.
• Complete transformation from manual treasury operations to a fully integrated digital platform.
• Integrated risk policy configuration within the platform.
• Improved policy adherence and compliance monitoring through automation.
Client Feedback:
Sanjay Wadhwa, Chief Financial Officer, 360 ONE
"The solution is intuitive, highly customizable, and parameterized. We chose IBSFINtech based on its ability to cover all asset classes on a single platform for investment management, as well as its established integration capabilities with numerous banks and current ERPs. The deployment was seamless and accomplished quickly. Treasury is a core function addressed by the IBSFINtech platform, which offers industry best practices and extensive tools to address this function. The implementation team's subject expertise and technical proficiency contributed to the rapid installation of the solution for 360 ONE. Given the system's vast capabilities, we are optimistic that it will provide significant value to our Treasury operations. We are pleased with our decision to automate our treasury using IBSFINtech."