Increase operational efficiency
NLB's transformational journey
Explore NLB's journey, moving hundreds of portfolios to Limina IMS.
Outcome of
Implementing Limina:
Moved off spreadsheets - gained oversight for better & faster front office decisions.
Unlocked Front Office time
Portfolio managers unlocked up to 15h per week – thanks to automation in rebalancing.
Automation of audit
30 team members stopped receiving 40 emails with orders each day
Strengthened governance
0.5 FTE saved on risk management (transaction monitoring & investment compliance)
NLB's selection of Limina IMS
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What was different about Limina
What was different about Limina
Single system covering front and middle office, for 20+ investment funds and 600+ mandates. Configurable to fit all end users, optimising efficiency in workflows. Automated integrations.
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Business impact
Business impact
- Less manual work - in Operations (fewer emails, manual data preparation, etc), Middle Office (automated monitoring of investment compliance and orders), and in Front Office (automated workflows & complete trade-date portfolio views)
- Data quality increase & Reduced OpRisk (Up-to-date portfolio information; automated monitoring)
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Day to day change
Day to day change
Automated workflows: time freed up for Operations (to take on new projects) and Front Office (to focus on investments & more frequent rebalancing).
See how Limina can help!
Want to see how Limina can help your portfolio managers gain oversight for better and faster Front Office decisions?
Read more case studies
Discover transformational journeys investment managers have been through with Limina
Reduced costs (time and money) with a new operating model & kept oversight intact.
Operations Technology costs reduced by 43%.
Operations resources reduced by 50%, now only focused on escalated items.
Unlocked operational efficiency through exception-based workflows.
Unlocked 6h / person / week.
Grew funds by 33%, with same team size.
