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.
In the complex, regulated, and dynamic world of funds management, being on top of the business is always a desire but seldom a reality. And that is because information is seldom accurate, insightful and delivered on time.
CUBOT Fund House Monitor insightful MIS reports on sales, channel and product performance, to finance departments on profitability and cash flows, and to operations on portfolio movement. It provides feature-rich, customizable dashboards to every business manager where key metrics are presented and updated every day. And the Analyzer provides managers with the power of ad-hoc analysis to gain useful insights into the whys of almost every aspect of the business.
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.