Case Studies

Creval chooses Irion Platform for back-office automation

Our EDM platform has been chosen by the Credito Valtellinese banking group to make efficient, combined with the RPA (Robotic Process Automation) technology, part of the back office processes. Thanks to Irion, the data used by the various components are orchestrated and certified, thus mitigating the potential risks associated with automation. Creval has optimized several

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Sparkasse Cassa di Risparmio

Controlled and automated data management for a Budget & Forecasting System

Sparkasse is a well-known and hugely important inter-regional bank that is well established within the Italian banking market. It has 140 branches throughout Italy that operate within various business segments including corporate, retail and private banking. They found themselves facing a number of data management issues for budgeting and forecasting process challenges and required a

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Eurizon Capital

How Irion Solved Digital Antilaundering Compliance for Asset Manager

Eurizon Capital needed to perform accurate and automated consistency checks between records and data stored in the Digital Antilaundering Archive and it’s own back office systems for individual and collective asset management. They needed an effective and robust solution that could quickly and simply highlight any inconsistencies in the data before producing an in-depth, accurate report

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Fideuram Asset Management Ireland – simplified soft commission reporting thanks to Irion

Fideuram Asset Management Ireland’s soft commissions management system was complex to say the least. A manual process, locally managed by various departments across the company, it was disjointed and lacked integration. Not only that, but the entire procedure was based on individual productivity tools with no allowance for proper process tracking. In short, management of

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Investment Banking Front to Back Reconciliation for London Branch

Intesa Sanpaolo needed a system that provided greater efficiency and a better quality of results when it came to the reconciliation of operational flows between their various Front Office and Back Office systems. Too much of the process was manually executed and too many individual financial and operative tools had entered the chain, which in turn

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Fund Reporting – Monthly Datasheet

Using Irion for the preparation of periodic reports on funds and asset management for a network of consultants, private bankers, financial advisors. The Challenge Fideuram Investments urgently required a new reporting system on funds and wealth accounts managed, for its Marketing and Communications Department. The system needed to offer high flexibility in terms of data acquisition, and

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