We are a fairly small, flexible design studio that designs for print and web. Whether you need to create a brand completely from scratch or are looking for a design refresh, we are confident that you and your team will be satisfied with the results.
Due to the increasing competition, customer loyalty becomes banks’ priority. Banks must innovate in terms of communication, and communicate on the media channel with the highest readership rate : the Client Reporting.
Reporting Maestro is a new media opportunity to reach the clients.
Ability to attach an advertising content to the client reporting
To optimize targeting campaigns
To personalize your communication campaigns
Due to the disturbing financial market, banks must reduce administrative costs and optimize the employees resources used.
Reporting Maestro is a software platform that was especially developed for financial service providers who want to drastically increase the reliability of client mass reporting processes and minimize cost of report production.
Cost Management
Time Management
• Portfolio management / core banking systems such as Triple‘A, Finnova, Avaloq, Olympic or Globus
• Reporting systems such as Actuate iServer, BIRT or Crystal Reports
• Archive systems such as IMTF or IBM OnDemand through especially developed Java connectors
Quality control of the reporting process
In a disturbing financial market, evolving constantly, clients require reporting more frequently, in order to check their investments results and be reassured.
Reporting Maestro is a real financial analytical tool and a client communication tool for asset managers.
Detailed Reporting
Personalized communication
Financial analytical tool
Download the Reporting Maestro Brochure
Reporting Maestro is a universal time and date driven scheduler, which supports the definition, execution and monitoring of recurrent or unique orders. Its intuitive and flexible web front-end optimally suits administrators and end-users.
Orders contain several individual tasks (e.g. generate report, archive report as PDF on disk server, print report), which can be activated or deactivated. They relate to single Portfolios or to lists of portfolios and can be started on an ad-hoc or recurrent (scheduled) basis.
Order executions can be time-driven, triggered through external events (such as availability of data required for report production) or a combination of both. Each execution is divided into single tasks; each task executes a workflow in order to process one document. The order execution status is automatically aggregated from the status values of each task and displayed on the web front end. Historical status values are kept for auditing purposes. Only tasks which aborted due to external error conditions are repeated to minimize order execution run times.
Tasks are the smallest processing units in the product. They execute a workflow which can be completely customized by the customer. The main purpose of that workflow is to produce one document and drive it through the process chain. Tasks can be restarted after failing, and their state is fully historized, enhancing reliability and traceability of the whole process.
Example of a Reporting Maestro client report
ReportingSoft is primarily a global presence, the employees of which are recognized for their expertise, mutually enriching their business and technology skills. In all their actions, they carry with them the group's core values: responsiveness, commitment, professionalism and performance. For ReportingSoft, the success of a project requires not only skills but also strong common values.