Overview
La Française Asset Management (LFAM) tackled challenges in report generation, spanning diverse funds, intricate templates, manual processes, and outdated designs. To address these hurdles, LFAM adopted NeoXam Impress, a flexible solution revolutionizing internal data access for various teams.
The primary goal was to enhance efficiency, eradicate manual tasks, and deliver tailored reports to clients. NeoXam Impress streamlined report production, offering customizable templates meeting client demands and regulatory standards. This solution facilitated swift data access, significantly improving decision-making. It reduced report generation time, enhanced data accuracy, and bolstered LFAM’s brand image, aligning seamlessly with its digitalization strategy.
Why NeoXam Impress?
Customization & Automation: NeoXam Impress tailors reports, automates workflows, ensuring error-free, rapid production, and enabling focus on strategic tasks.
Centralized Management & Support: It offers centralized template management, ensuring consistency, rapid modifications, and regulatory compliance, supported by NeoXam’s ongoing technical and functional assistance.
Professional Design & Quality: Modern design enhances user engagement, while precise data management ensures high-quality, accurate, and professional reports, reducing errors.
Efficient Collaboration & Compliance: Seamless teamwork, shared data views, and real-time communication streamline workflows. Integrated features ensure adherence to financial and ESG standards, meeting regulatory demands effectively.
Increased Satisfaction & Swift Reporting: Tailored, precise reports build trust, boosting client satisfaction. Real-time responses enhance client service, making NeoXam Impress an invaluable tool for La Francaise AM.
« At LFAM, NeoXam Impress transformed our operations, empowering individuals to customize 555 monthly reports effortlessly. Despite my non-technical background, the tool streamlined processes, enhancing efficiency and transparency. Collaborative data visualization for sales teams further boosted our responsiveness to customer needs, marking a significant operational advancement. »
