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Odyssey Financial Technologies

Case Studies

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Latest Case Study


 Download the pdf document
Sep 2008

Also available in the following language(s):
  

RBS Coutts Bank Ltd.

Combining Best-of-Breed Front and Back-Office Systems

Solution

: Triple A Plus™;
Triple A Plus™ - Avaloq™ Interface

Business Benefits


  • Bulk reconciliation (without overdrawing accounts)
  • Rebalancing for cash flows
  • Triple’A Plus™ reconciliation functionality
  • Order allocation
  • Constraint Management

Customer Quote


"The combination of Avaloq with Triple’A Plus is the union of a leading banking engine with a leading investment management platform."
John D Anderson, Business Manager Treasury and Investment Services, RBS Coutts Bank Ltd.
Contact:
Kristine Solf
Tel. +352 42 60 80 1
Email
 

 Download the PDF
Aug 2007

Also available in the following language(s):
  

CI Financial Inc.

A fully integrated Private Client Wealth Management Platform

Solution

: Triple’A Plus, EDM, Reporting

Business Benefits


  • Using a single, stable, flexible system rather than independent packages results in reduced costs
  • Automating manual processes improved the bank’s productivity, reduced the response time and the possibility of human error
  • Compliance was greatly improved through simple, direct monitoring of assets in relation to restrictions and legal guidelines
  • Easy access to information helps Relationship Managers to provide better customer service

Customer Quote


"We at CI and Assante value the relationship we have with Odyssey, and know that we have made the right choice in terms of product and services partner"
Tony Issa, Executive Vice President and Chief Technology Officer, CI Financial.
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
email

 Download the pdf document
Jul 2005

Also available in the following language(s):
  

Anglo Irish Bank

ASPEN brings wealth management to Dublin & Vienna

Solution

: Triple’A Plus, AIBA, GEOS

Business Benefits


  • Unified IT infrastructure for Private Banking and Asset Management – all the pan-European wealth management operations of the entire Anglo-Irish Bank Group are centrally controlled from Vienna
  • New private Banking transaction platform runs the investment process automatically, thus saving time and costs and increasing efficiency and speed of customer service. This also enables the operations department to focus their attention on exception management and value-added customer service

Customer Quote


“Because of the immense amount of time and money it (the new system) saves, our CRMs are able to address the customer’s wishes regarding product conception and develop new investment strategies, which leads to an increased level of customer services.”
Desmond O'Houlihan, CEO Anglo Irish Bank (Austria)
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Mai 2006

Also available in the following language(s):
  

Hamburger Sparkasse (HASPA)

An integrated Investment Management platform for Private Banking and Mass Affluent segments

Solution

: Triple’A Plus

Business Benefits


  • Substitution of a standalone RPMS implementation by a high quality B2F integrated advanced, scalable Investment Management Platform in order to grow the Asset Management business whilst securing mid-term cost savings through reduced back- and middle-office administrative tasks
  • Production and efficient delivery of high quality client reporting
  • Industrialisation of integrated constraints management, portfolio modelling, rebalancing and monitoring in order to further strengthen the bank's leading position in discretionary portfolio management
  • Intuitive browser-based user interface to access comprehensive Portfolio Management and Client Relationship functionalities

Customer Quote


"Odyssey was chosen for its excellent reputation and proven track record to deliver mission-critical Private Banking solutions. Empowering our Relationship Managers with a high quality Investment Management Platform will enable them to provide better and much more pro-active investment management services to their clients while we will improve the efficiency of our processes and ability to control risks".
Jörg Ludewig, Head of Private Banking, HASPA
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

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Apr 2007

Also available in the following language(s):
  

HVB Group

An integrated Wealth Management Solution for Portfolio Managers & Advisors

Solution

: Triple'A Plus

Business Benefits


  • Investment advisor has fingertip access to all the relevant analysis, advice and reporting information
  • Improved customer service: proactive, structured, individualized investment proposals
  • Fully industrialized portfolio management process
  • More efficient workflows, important cost reductions and gains in efficiency

Customer Quote


"...Odyssey is a reliable, competent partner that has helped us reach our ambitious targets...".
Jan Wohlschiess, Head of Organisation, Division Wealth Management
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
email

 Download the pdf document
Sep 2006

Also available in the following language(s):
  

Fortis Banque Luxembourg

Private Banking Investment Management Systems – also appropriate for the Mass Affluent Market?

Solution

: Triple'A Plus

Business Benefits


  • The implementation of a unified, integrated, industrialised investment management platform for both Private Banking and Mass Affluent businesses enables better control of the quality and consistency of advice, more efficient workflows, and enhanced customer services in general
  • Allows increased volumes, mass order generation and processing while providing individualised services to different client segments thus achieving increased ROI
  • Thanks to the intuitive web user interface, relationship managers can quickly use the wide range of functionalities without extensive training and expert portfolio management knowledge, and powerful tools to cope with increasing compliancy regulations

Customer Quote


"Triple’A was chosen as the preferred solution for our Private Banking business because of its decision support and reporting capability, its powerful technical architecture, its flexible data model as well as its complete and well proven scope of portfolio management functions".
Michel Dauphin, General Manager, Information Services, Private Banking & Director, Information Services and Technology, at Fortis Banque Luxembourg.
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Sep 2005

Also available in the following language(s):
  

Commerzbank International S.A. Luxembourg (CISAL)

Optimising the Client Relationship

Solution

: Triple'A Plus

Business Benefits


  • High-quality institutional and individual private client reporting, including multi-channel communication and remote access to the platform
  • Compliance controls and risk management
  • Productivity functions allowing the automated rebalancing of portfolios against complex and flexible strategies or asset allocations
  • Integrated contact management and pro-active client portfolio monitoring allows the bank to offer an all-inclusive individualised service

Customer Quote


“One way to achieve the goals of increasing productivity, improving client service and reducing costs is through the use of an effective private banking systems platform.”
Marc Flammang, Senior Vice President Private Banking CISAL
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Sep 2006

Also available in the following language(s):
  

Banque Cantonale Vaudoise (BCV)

An integrated performance attribution system

Solution

: Triple'A Plus

Business Benefits


  • The integrated system ensures high output accuracy, provides the desired flexibility and implies greater data quality
  • Enabled BCV to improve the banks efficiency and the quality of their client reports

Customer Quote


“We at the BCV are now very proud of the performance analysis we provide our clients with. This is consistent with our mission of adding real value through our relationships and Odyssey supports us with these initiatives.”
Alexandre Zannoni, Vice President, Banque Cantonale Vaudoise
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Sep 2005

Also available in the following language(s):
  

Delta Lloyd Bank

Efficiently interfacing Front- and Back-Office

Solution

: Gateway Pack

Business Benefits


  • Saved time and increased the quality of interface development between Triple’A (Front-Office) and Thaler (Back-Office) thanks to the implicit data validation performed by the XML schema
  • Helped Delta Lloyd build the interface on their own, minimizing consultancy and implementation costs
  • Minimized risks through re-usable components and provided a predictable time frame

Customer Quote


"This migration was delivered on time and on budget thanks to Odyssey’s new Gateway Pack solution and the commitment and cooperation of Delta Lloyd’s and Odyssey’s technical and business teams."
Michel Jongen, General Manager Central & Eastern Europe, Odyssey Financial Technologies
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Sep 2005

Also available in the following language(s):
  

DAB bank AG

Enhancing service levels for Independent Financial Advisors (IFAs)

Solution

: Triple'A Plus

Business Benefits


  • Comprehensive reporting on a monthly and yearly basis, specific to the needs of IFAs
  • Financial Advisors can access the superior PM functionality over a safe web connection at any time from any location
  • Execution of orders can be monitored during the conversation with the client
  • Complete calculation of all management fee models that exist for DAB clients
  • Constraint Management functions and active alert management

Customer Quote


"We relieve Financial Advisors from administrative tasks in the back-office so that they can spend more time advising their clients."
Jens Hagemann, CEO, DAB bank AG
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Oct 2005

Also available in the following language(s):
  

Banque Degroof

Straight-through order management

Solution

: Triple’A Plus

Business Benefits


  • The fully automated order management workflow significantly reduced manual processes thus reducing data errors, high personnel costs and increasing efficiency>/li>
  • Order cycle duration could be significantly reduced: prior to the complete order cycle, duration was about 15 minutes whereas with STP it has been reduced to approximately 20 seconds
  • Employees at the execution desk can focus on value-added activities. Back-office employees are now able to focus on control tasks rather than on the duplication of orders

Customer Quote


"Due to the successful project with Odyssey and GL Trade, Banque Degroof has increased its STP rate by about 15 percent whereas the costs have been reduced by up to 29 percent over the last 4 years.”
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Jun 2008

Also available in the following language(s):
  

Andbanc

An integrated Wealth Management Solution for Portfolio Managers and Advisors

Solution

: Triple'A Plus

Business Benefits


  • Advanced portfolio management, CRM and advisory functionalities enable better control of advisory and product distribution processes, more efficient workflows, and an improved customer service level
  • Adapted and improved Private Banking reports fulfil evolving client requirements
  • Automatic order generation with an automated front to back office dataflow
  • Advanced functionalities in client data management, client contact management and in the preparation of financial proposals to customers.

Customer Quote


“After analysing our private banking needs with our Relationship Managers, we looked for the best option in terms of functionality, integration and execution time. We wanted a system that would give us the lead in Private Banking.
Odyssey was able to show that its outlook reflects the banking world and is therefore a perfect bridge for advancing in technological and functional terms. I have no doubt that a company with the same vision as the Private Banking client and the capacity to adapt to new times is the right choice”.
Carles Ransanz, Andbanc's Deputy General Manager, Organisation and Systems
Contact:
Kristine Solf
Odyssey
Tel. +352 42 60 80 1
Email

 Download the pdf document
Sep 2008

Also available in the following language(s):
  

RBS Coutts Bank Ltd.

Combining Best-of-Breed Front and Back-Office Systems

Solution

: Triple A Plus™;
Triple A Plus™ - Avaloq™ Interface

Business Benefits


  • Bulk reconciliation (without overdrawing accounts)
  • Rebalancing for cash flows
  • Triple’A Plus™ reconciliation functionality
  • Order allocation
  • Constraint Management

Customer Quote


"The combination of Avaloq with Triple’A Plus is the union of a leading banking engine with a leading investment management platform."
John D Anderson, Business Manager Treasury and Investment Services, RBS Coutts Bank Ltd.
Contact:
Kristine Solf
Tel. +352 42 60 80 1
Email
 
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