FA Solutions hosted a breakfast seminar in Stockholm on June 11th, 2015. Focus of the seminar was in solutions and tools for portfolio and fund management. In addition to networking and mingle, agenda for the morning was first to briefly introduce FA Solutions, then hear about customer experiences from SFM Stockholm, and get a further introduction to FA Solutions’ FA Portfolio system.
Ken Söhrman from SFM Stockholm held a presentation on why they in SFM Stockholm chose FA Solutions and told about their experiences as a daily user of FA Solutions. SFM Stockholm offers fund hotel services in Sweden and when they were in search of a partner, they had a lot of requirements. The software should be able to combine portfolio management and customer register, and handle all the different kinds of transactions and reporting needs, for example. FA Solutions offered a standard package that was simple enough but still carefully modified and implemented to fit SFM’s needs – developed in close collaboration with the customer. SFM was also happy with the web-based system that provides connectivity and ease of use. With FA Solutions’ system on daily use SFM manages to minimize manual work e.g. in reporting to own customers and authorities, and faster and more accurate NAV calculations.
After the customer case Richard Nordin from FA Solutions demonstrated using FA tools for portfolio and fund management, CRM and reporting. Richard demonstrated for example handling portfolios, NAV calculations, importing, exporting and sending reports from the system.
When asking feelings from the audience afterwards, people commented that they like to visit FA Solutions’ breakfast seminars to see what’s going on, meet people, and stay connected and updated with branch colleagues. “It’s interesting to hear about customer experiences and what kind of solutions they have. Customer cases are always good, especially if you’re considering to maybe use the same system in the future”, commented one of the seminar guests.
The next seminar in Stockholm will be held in the autumn 2015.
Maria welcoming guests.
Ken Söhrman having a presentation on why SFM Stockholm chose FA Solutions as their partner.
Richard introducing FA tools for portfolio and fund management.
Our breakfast seminar is also a good place for meeting old and new branch colleagues.
