Industry Analytics
  Apparel
  Retail
  Pharmaceutical
  Mutual Funds
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  Supply Chain
 
 
Real Time Business Solutions:
The focus today is multi-dimensional - meet the demands of customers, stay ahead of competitors, and develop the foresight needed to identify new business opportunities. To achieve these objectives, real-time access to reliable, enterprise-wide information must be available to those who need it. Systech's web-based Business Intelligence tool was created by experts in the Mutual Fund arena to address very specific industry concerns. Mutual Fund Insights provides real-world solutions for real-world problems.

Benefits of Mutual Fund Insights:

  • Optimize portfolio performance
  • Improve market share
  • Identify and eliminate inefficiencies
  • Boost channel profitability
  • Reduce cycle times and time-to- market
  • Calculate customer profitability
  • Assess internal financial practice .

Sales by Fund and Channel

Sales By Territory and Region

-Case Study-

Franklin Templeton Mutual Funds manages and distributes over 240 products through a worldwide network of brokers, dealers and financial planners. This investment knowledge is then redistributed for public shareholder purchases. Sales information is collected by a third-party agency and fed back into Franklin Templeton's databases.

With so much information being reported, Franklin Templeton wanted to understand its selling trends. They wanted a Business Intelligence solution which would identify top selling funds by volume, top and bottom performing sales representatives and track all sales activity of Mutual Funds.

There are over 60 worldwide users that access Mutual Funds Insights for selling information, such as top selling funds and performance of sales reps. Valuable reporting and trend analysis reports are now available at a moment's notice. These include top ten performing mutual funds and all shareholders' buying and selling activity.

-CASE STUDY - Franklin Templeton Mutual Funds-

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