Identify, organise, process your data
eReports is a dynamic operational report and workflow generator based on integrated customised Business Intelligence.
It is simple, fast and powerful to maximise the potential of your data.
- Create, generate and distribute reports.
- Manage data workflow in all your business processes
- Replace securely office tools.
Dynamic multisource connections in real time
Integrated ETL functions for real-time dynamic automatic loading of different data sources.
- Solution built on a functional metadata
- Fully integrated dynamic ETL
- Conditional dynamic loading
Integrated business intelligence
Metadata approach to allow the modelling of different data in business language.
- Easy solution maintenance
- Homogeneous data and guaranteed identical results
- Total abstraction for an enhanced user-friendliness with end users
- Integrated abstraction layers to simplify data interpretation and reading
Fully secure and scalable solution
Fully customisable granularity management, guaranteeing absolute security at all access levels.
- Integration with the Windows standard: DBD, LDAP authentication, etc.
- Customised definition of report access security
- Customised definition of data access security
- Dynamic security relating to objects and data.
- Contextual anonymisation of sensitive data
- Audit trail on login and report execution
- Compliance with FINMA Circular 2008/21
Modern and scalable architecture
Solution designed using the latest technologies and market standards in order to be sustainable while evolving.
- ASP standard application .Net Web Application based on .Net framework v4.5
- Access and report design through a web report server
- Market standard: data presentation in html, data request in sql, import/export interface in xml
- Consultation through a secure browser
- No installation of client workstations
Advanced features
Advanced features for better data exploration, clearer presentation and enhanced user-friendliness.
- Multi-dimensional navigation to be able to navigate reports in drill mode (from aggregated retail information and vice versa) and cascade mode (from one information to another: from a client number to its MSDS (Material Safely Data Sheet), for example)
- Totally configurable reports (widgets, tabs, etc.) for each user
- Integrated and configurable search functions and filters
- Multilingual
Extended distribution possibilities
Multiple distribution possibilities incorporating conditional reporting criteria favouring continuous operational optimisation.
- Integrated scheduling features: automatic and conditional generation of reports in different formats
- Multiple output formats: html, pdf, .xls, .xlsx
- Native Excel connectors for loading or creating Excel reports with an advanced finishing level
- Sending by mail
- Creation of reports in the client’s network or securely, externally (FTP)
Full coverage of banking functional areas
Standard banking framework that can be transposed to multiple environments that do not include source systems.
- MIS, profitability, risk management, compliance, credits, finance, trading, IT, etc.
- Coverage of the main Swiss core banking systems: Avaloq, Globus, FINNOVA, G2, APSYS, BEST, etc.
Cost reduction
Centralisation of data to avoid the use of multiple operational and historical systems and to save costs.
- Minimises and reduces external and IT interventions
- Greater operational autonomy at all levels of the bank
- Robust solution optimised by years of experience
Increased operational efficiency
Consolidation of all data from different historical source systems, within a single source, to improve operational efficiency.
- The end user can create their own reports independently
- Substantial reduction in dependence on the IT department or external service providers
- Optimisation of the profitability vision and better visibility on the critical and operational information of the different systems
- Regulatory compliance guarantee (RGPD / LPD, FINMA)
Customisable reports and interfaces
Total customisation for a better integration into your establishment’s environment.
- Easy customisation for each report (form and content)
- Customisable ergonomics (company logo, colour scheme, etc.)
- Possibility of customised development and adaptation for specific needs
Check out our latest data stories & news
#Consulting
Do you think enthusiasm can fade away?
Check out our video and watch till the end!
#DataLegacyRetention
We retained banking data (Apsys, S2i, Avaloq…) into our data legacy solution eReports. Posts Linkedin 1, Linkedin 2
#DataMigration
We migrated data efficiently, with ready to go decisions tree, mapping tables templates and quantitative & qualitative reconciliation tools
#WorkflowData #Compliance
We created business workflows to manage Compliance periodical review process and meet AML requirements (workflow, data aggregation, reporting, smoothing…)
#DataReporting #CreditMonitoring
We created operational dahsboards and reports to monitor debtor exposure (liabilities vs assets collateral, limits follow-up)
#DataReporting #Fees
We created client dashboarding to monitor fees exceptions applied against standard fee schedule and evaluate P&L impacts
#DataReporting #MIS KPI
We created KPI dahsboards to monitor the AUM, deposits, withdrawals, ROI of the clients
#DerivativesCalculation
We create derivatives margin calculation engine and automatic margin call return/transfer operations
#DataReporting #MIS KPI
We calculated all tax lots to feed a tax reporting tool within a month !
#Avaloq Migration
We ease full Avaloq data migration, leveraging our Avaloq data model expertise in 10 months…
#S2i Migration
We ease S2i Azqore full data migration, leveraging our S2i full data model expertise in few months…
#CRM Migration
We ease full CRM data migration and transformation, leveraging our Front, regulatory, legal, tax business expertises from all jurisdictions
#FINNOVA Migration
We ease full FINNOVA data migration, leveraging our FINNOVA data model expertise…