As an internal service provider to SparkassenVersicherung, SV Informatik is responsible for implementing and supporting automation projects within the company. As the SparkassenVersicherung website previously only offered access to fund data via PDF downloads and links to the capital management companies, there was an urgent need for a more modern and user-friendly solution.
After examining various options, the SV Informatik team decided to entrust the task to a renowned external service provider. The choice fell on cleversoft and its FactsheetsLIVE™ solution, not least because of its excellent reputation in the insurance industry.
In close cooperation with SV Informatik, we developed the FactsheetsLIVE™-based service “SV PortfolioNavigator” for SparkassenVersicherung. End customers and sales partners receive daily updated fund data as well as all important information on the current fund range – quickly and clearly on the website in the SparkassenVersicherung look & feel. In addition, funds can be directly compared and an individual portfolio including performance charts can be created.
Since the launch of the SV PortfolioNavigator in , several new funds have been integrated and even more requests from the sales force have been implemented, such as the display of cumulative performance and an extended display of the portfolio allocation. With cleversoft FactsheetsLIVE™, even these updates were no problem.
“When we developed the SV PortfolioNavigator, our main focus was on our distribution partners. Thanks to the cooperation with cleversoft, we were able to create an online platform that meets the needs of the sales force in an efficient and user-friendly way,” comments Andreas Noll, Group Head of Product Management Life SparkassenVersicherung.