Optimize global product Lifecycle
Strongly reduce the time to market of an event.
90% of manual process automated
0 Excel files or email exchanged
3 FTE Equivalent savings
Business Challenge
Current process is complicated:
- Complexity of process
- Number of departments involved
- Divergence in the way events are treated
- Time to market considered excessive
- Lack of visibility on costs (& efficiency?)
- No specific lifecycle tool (but many peripheral tools to take into account)
Fortia solution
2OS optimizes information sharing with external parties (e.g. custodians, regulators, lawyers) by sharing a 360° pipeline of events, articulated around a common list and nomenclature of funds lifecycle events recognized and shared across your organization.
- Standard libraries of events available for each type of product
- Product referential : dynamic data model, versioning quality
- Automated generation of draft prospectus
- Advanced and transparent workflow
- Tailor-made dashboards