Harmonized Fund trading process and streamlined operations
Swedbank Försäkring is the winner of the 2020 Lumera Trophy of the Year. By adopting standard Lumera functionality, Swedbank Försäkring has achieved its objectives for fund trading process and automating workflows.
Working in close collaboration with Lumera, Swedbank Försäkring has transitioned from confirmation-controlled fund trading to liquidity-controlled fund trading. In combination with internal transaction flow changes the customers of Swedbank Försäkring, experience an efficient and automatized fund trading process, which leads to increased customer satisfaction. In addition, Lumera’s support for automating bank transaction reconciliation has enabled Swedbank Försäkring’s finance department to streamline its operations, significantly reducing time spent on manual reconciliation procedures.
Lumera would like to congratulate Swedbank Försäkring and thank all the involved team members, for all the hard work and effort, which made the project “Harmonized Fund trading process and streamlined operations” a success.