Customise Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyse the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customised advertisements based on the pages you visited previously and to analyse the effectiveness of the ad campaigns.

No cookies to display.

Search
Close this search box.

La France Mutualiste Successfully Moves its Unit-Linked Activities to Clearwater Analytics

Clearwater Analytics  a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that La France Mutualiste selected Clearwater’s cutting-edge platform to modernize its investment operations and reporting processes and has already onboarded all its unit-linked activities onto the Clearwater JUMP ULF platform successfully. The partnership marks a significant digital transformation for La France Mutualiste as it moves to automate manual tasks, enhance operational efficiency, and drive future growth.

La France Mutualiste is a France-based mutual insurance group specializing in life insurance, pensions, and asset management. With approximately €10 billion in assets under management across various investment types including funds, ETFs, fixed income, equities, and private equity, La France Mutualiste needed a comprehensive end-to-end investment lifecycle solution to replace its legacy system and meet the reporting needs of its portfolio. The transition to Clearwater JUMP ULF was prompted by the increasing volumes in La France Mutualiste’s unit-linked activities and the need for a modern, integrated platform capable of handling both its unit-linked and general funds investment operations. With Clearwater, La France Mutualiste will reduce manual processes, inefficiencies, and potential risk exposure across key areas such as order entry, reconciliation, reporting, and custodian communication.

Through the implementation of Clearwater JUMP ULF, La France Mutualiste aims to accomplish these key objectives:

  • Securing investment operations by automating trade entry, reconciliations, and custodian interactions.
  • Optimizing processes by automating reporting, custodian communications, and unit-linked order transfers.
  • Transitioning to a modern technical architecture with seamless version upgrades and user-driven functional administrative experience.

Read: Fintech in Healthcare: Software Innovations for HealthTech

Industry Comments

Clearwater offers the automation, scalability, and technology foundation we need to streamline our operations and position our business for sustainable growth,” said Boris Jacquet, Director of Investment Management of La France Mutualiste. “Clearwater JUMP ULF enables us to eliminate manual tasks and optimize our processes. This way, we can focus on the high-impact, strategic work that drives greater value for our business.”

“La France Mutualiste’s digital transformation journey is an ongoing commitment, and we are dedicated to supporting them at every step,” said Emmanual Fougeras, President of Clearwater’s JUMP products. “Clearwater JUMP ULF provides a comprehensive, scalable solution that automates the entire investment operation for leading firms like La France Mutualiste.”

Read: Top 10 Neobank Companies of the Fintech World

Thanks for reading!

We will be covering more such updates on Fintech Technology Insights.

Contact Us

Share With
Contact Us
StatCounter - Free Web Tracker and Counter