CACEIS upgrades servicing portal
05 March 2019 Paris
Image: Shutterstock
CACEIS, the asset servicing banking group of Crédit Agricole, has redesigned its servicing portal OLIS to bring clients greater clarity, fluidity and better control over data.
The OLIS portal provides a tablet version and a dashboard page that covers all CACEIS business lines.
Clients will now have easy access to their data and a clear overview of portfolios and transactions, including fund raising, order tracking and net asset value validation.
It will also provide enhanced data flows and introduces collaboration functions to improve communication between the client’s and CACEIS’s operational teams.
Joe Saliba, deputy managing director of CACEIS, commented: “The OLIS redesign marks a major step forward in terms of innovation and the user experience. This collaborative approach to development in combination with our use of agile methodology sets a precedent for future service development, ensuring that client requirements are integrated as early as possible to improve overall satisfaction.”
The OLIS portal provides a tablet version and a dashboard page that covers all CACEIS business lines.
Clients will now have easy access to their data and a clear overview of portfolios and transactions, including fund raising, order tracking and net asset value validation.
It will also provide enhanced data flows and introduces collaboration functions to improve communication between the client’s and CACEIS’s operational teams.
Joe Saliba, deputy managing director of CACEIS, commented: “The OLIS redesign marks a major step forward in terms of innovation and the user experience. This collaborative approach to development in combination with our use of agile methodology sets a precedent for future service development, ensuring that client requirements are integrated as early as possible to improve overall satisfaction.”
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