See How a Portfolio Management System Modernized Raiffeisen Capital Management’s Operations
Success Story | NeoXam Manager & Compliance
To support the continued growth of its Croatian business, Raiffeisen Capital Management needed a modern portfolio management system, while staying aligned with its wider group framework. So, the firm extended NeoXam Manager and Compliance to its Croatian entity.
The Challenge
Before deploying a modern portfolio management system, Raiffeisen Capital Management’s Croatian entity was working with legacy tools, heavy Excel reliance, limited real-time transparency into transactions and holdings, and no automated compliance checks.
What You’ll Learn Inside the Full Case Study
The full download breaks down exactly how Raiffeisen Capital Management solved these challenges, including:
- Why the firm chose to extend an existing front- and middle-office system instead of building something new
- How the deployment required zero additional infrastructure investment from the new entity
- The specific KPIs achieved across platform modernization, automation, compliance processing, and operational transparency
- What’s next as Raiffeisen Capital Management looks to extend the same portfolio management system to other entities within the Group
About Raiffeisen Capital Management
Founded in 1985, Raiffeisen Capital Management is Austria’s second-largest asset manager, distributing investment funds in 20 international markets and serving as the national market leader in ESG-oriented investment products. A subsidiary of the Raiffeisen Bank International (RBI) Group, the firm has been a NeoXam customer since 1996.
Download the Full Case Study
Download the complete case study to see every challenge, every KPI, and the full deployment story behind Raiffeisen Capital Management’s move to a modern portfolio management system (PMS) with NeoXam. You’ll get the full picture of how the transition unfolded, from the initial gaps in legacy tooling to the measurable results the team saw after go-live, along with what the partnership looks like going forward across the wider Raiffeisen Group.
Learn more about NeoXam Manager and NeoXam Compliance, or contact NeoXam to discuss how the same PMS could support your organization.
