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- Case Study -

Fund Dashboard for Asset Managers -
the digital bridge between sales, customers, and funds

Lampe-Asset-management-Logo

 

Lampe Asset Management GmbH was founded in 2001 as a 100% independent subsidiary of Bankhaus Lampe KG.

As an independent asset manager, the company focuses on tailor-made investment solutions for its customers.

Customers include insurance companies, pension funds, professional pension funds, foundations, businesses, churches, associations, and credit institutions.

Interactive Sales Tool – The Lampe Fund Dashboard

The aim of Lampe Asset Management is to offer a first-class customer experience.

With interactive reporting, institutional and semi-institutional investors should be able to explore and analyze the investment products easily.

This makes it easy for investors to evaluate the performance, positions and risks in the funds in detail, and to track daily changes that have been made by the fund managers.

Improved customer experience and deeper insights increase sales success and improve customer loyalty.

Advantages of the Lampe Fund Dashboard

  • Increase transparency and show your customers information related to risks, regions, industries and currencies
  • Digitize your sales process and increase customer interaction
  • Demonstrate the investment know-how of your portfolio managers

Facts & Figures of our collaboration

Target Group

Target Group

Fondsmanager, Institutional customers
Frontend

Frontend

Individual Development
Implementation

Implementation

4 Months
Topic Focus

Topic Focus

Investment Reporting
Applied Modules

Applied Modules

CIOS.Analyze, CIOS.Connect

What Sebastian Napiralla says about the Fund Dashboard:

Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.
Testimonial, Sebastian Napiralla, Director Lampe Asset Management
Sebastian Napiralla
Director Lampe Asset Management

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