Case studies
Everything below shipped. Every number was measured on the client's books.
Our product
An environment built around your processes, where you see your whole finance function in real time, from group consolidation to automatic invoice booking, bank reconciliation and a faster monthly close.
Meet Junior →Fully automated the KPI reporting for monthly financial submissions to the local regulator, as well as the quarterly Quantitative Reporting Templates (QRTs) for EIOPA, the European insurance regulator, cutting report preparation time by 90%.
Designed and developed an automated solution for complex reinsurance settlements of a P&C insurer. Settlements with reinsurers now run faster and more accurately, with hardly any manual work.
Designed, developed and implemented an automated SQL-based reconciliation and monthly closing process for a P&C insurer, which sharply cut manual effort, improved reporting accuracy and shortened the monthly closing cycle by 20%.
Redesigned the payment flow for premium collections and claim payouts of a P&C insurer, integrating a payment orchestration platform to streamline and automate the entire collection and disbursement process. The result: lower transaction costs, minimal manual effort, and faster cash collection.
Designed, developed and implemented a reporting data model for a P&C insurer, tailored to Managing General Agent (MGA) insurance portfolios. Where the industry standard is monthly data in varied formats, we moved to a highly automated, daily transactional reporting system, so trends surfaced sooner and decisions came faster.
Overseeing the CFO office of a global wholesaler in the textile industry, with subsidiaries in eight countries across Europe and Asia. We raised reporting accuracy, tightened cash flow and FX management, and simplified operating processes across the group.
Initiated and supported a comprehensive restructuring project of a P&C insurer, from top-line growth to a break-even focus.
Initiated and led the complex transition of the functional currency for a Swiss-based holding entity of a major multinational insurance group, shifting from CHF to EUR. Aligned the entity with the group's leading currency and mitigated foreign exchange exposure. Despite the novelty of the process under the Swiss corporate law reform, we worked with PwC on compliance; the transition passed its audit.
Every one of these projects started with a conversation about one slow, manual process.