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Automated creation of new clients

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 4 months

Brief description

The option is implemented in the existing web application for performing the market conformity check of integrating securities data from additional external investment management companies. Price data is imported using standardized interfaces and is monitored with freely configurable reports.

Subject description

The project implements system-supported creation of new clients and satisfies the requirement of creating standardized imports and freely configurable reports for these companies.  Aim: More efficient processes for creating new clients and flexible reports.

IT project data

Project period17.07.2012 - 01.11.2012

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Björn Huppertz

Head of Financial Services

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We provide information on the handling of the data collected here in our privacy policy.