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.
CUBOT Financial Monitor provides financial managers and planners with insights into the financial performance of the fund house. It tracks revenue, growth, profitability of funds and asset classes, of locations, and of various types of channels.
It also provides a cash flow monitor that helps treasury track and manage fund movement across dozens of bank accounts. This ensures that unplanned redemptions are taken care of, and that floats are handled efficiently to maximize returns.
CUBOT Financial Monitor is a must have for finance departments of fund houses.
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.