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 Loyalty Program Management is a comprehensive, scalable and an easily deployable solution that hooks into the partner incentive program system. It provides a customizable reward program model, where you compute reward points based on flexible criteria and define redemptions based on rules. It computes reward points at pre-defined intervals, extracts sales and other relevant data from transaction, CRM, and financial accounting systems. Loyalty Dashboards present metrics on club membership level, progression and regression, and top performers’ statistics. Reports provide slices along product, geography, and channel types, asset classes, demography, etc. A soon-to-be-released feature will provide distributors to use the "How to" tool to assess how much they need to sell to get additional points, or reach new club levels.
If you are a channel manager and have a loyalty program in place, you would quickly realize the value of CUBOT Loyalty Program Management solution.
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.