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All investment data, always up to date, with high security standards, accessible on all types of devices, and combined with a compelling design and excellent usability—these are the requirements that …
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Total assets of 356 billion euros
The requirements for investment reporting are becoming increasingly comprehensive, both in scope and depth. Clients want to decide for themselves what form and content their reporting should take. And yet, personal contact remains at the heart of the customer experience. A modern customer experience can only succeed through intensive communication, personal relationships, and a user-friendly customer journey. All of this must be combined in a single product that reflects highly complex workflows and data structures—such as the integration of third-party systems into a multi-layered system architecture while maintaining the highest security standards—within an intuitive interface.
“Powerful reporting combined with an ideal customer experience—that was the goal we set for ourselves at the start of the project, and we achieved it together. Our customers confirm this as well. I’m already looking forward to working with port-neo to further improve the portal in an agile manner with a strong focus on the customer.”
LBBW Asset Management Investmentgesellschaft mbH Head of the Projects Staff Group
By developing a new reporting portal that combines the need for customized reports with a user-friendly interface and intuitive functionality, all presented in an appealing and straightforward design, we create real value for users. As experts in B2B communication, we understand the needs of our clients: security, ease of use, clear information, and personal contact. Market-leading business intelligence tools like Pimcore CMS help us create an interface that we equip with our proprietary report generator, the “Reporting Assistant.” With this report generator, users can not only create customized reports on their funds and then filter and compare them, but the dashboard feature also enables interactive analysis in the client area. In this way, we simplify the use, communication, and access to sensitive data for both clients and employees.
The reporting portal, developed from the ground up, securely manages complex data sets, visualizes them in a modern user interface, and ensures a holistic customer experience. As a result, institutional users enjoy a comprehensive user journey, receive all relevant comparative information on the investment products they need in their preferred format, and can communicate with staff members as needed. The portal is very popular among LBBW AM’s clients, and we continue to optimize it and expand it with necessary functions and features. Since 2022, it has been developed iteratively as part of an agile Scrum project, which allows us to specifically incorporate client requests and requirements into the development process and implement them in upcoming portal versions through regular iterations.
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