CUBOT business intelligence applications for fund houses (variously called mutual fund house or asset management companies) have been built on the back of deep engagements with our customers. They are field-tested and field-proven, and are continuously enhanced based on customer feedback. Called 'monitors', these are a set of pre-built and ad-hoc reports, supported by a powerful analyzer that gives you insights like never before, and a notification system where one monitors exceptions.
The Fund House Monitor provides enterprise wide MIS using data pulled from R&T, financial accounting systems, and where available, from fund accounting, indices, and ratings. The Loyalty Management System provides fund houses with loyalty programs for their distribution channel a method to effectively manage, monitor, and adapt the loyalty program to meet changing dynamics of the market and the producers. Channel Monitor solution helps channel managers identify, track and help focus on their most profitable channel partners. Customer Retention Monitor helps reduce churn through micro-segmentation and targeted campaign management. Finance Monitor provides profitability and market analysis across a wide variety of parameters.
Large channel networks do not necessarily result in better ground coverage or superior customer acquisition rates. Instead, it leads many a time to disproportionately higher fixed expenses, and skewed performances, resulting in a less efficient sales organization.
CUBOT Channel Monitor for fund houses provides sales and channel heads with a powerful data-driven tool to drive efficiency through a channel network. It presents crisp, relevant, up-to-the-minute metrics on channel performance, tags laggards for speedy action, and identifies top performers for reward and recognition. A slew of reports provide deep insights into every facet of channel success and failure, and an analysis tool provides the power to know 'why', 'what', 'where' and 'when'. A notification center provides alerts when exceptions occur.
Channel and sales managers will find CUBOT Channel Monitor a reliable ally as they mold and monitor a top-class channel organization for their fund house.
There are few technology companies that understand the business analytics space; Robust Designs Is one of them. They have not only shown a deep understanding of the business domain, but have also shown an ability to convert that knowledge into a technological product (CUBOT).
Robust Designs executives' commitment towards delivery and service orientation were of great help in delivering value during the business analytics software implementation in our company.