Groupama Asset Management talks about the adoption of JUMP Reporting

Context and reporting challenges of Groupama AM

Since its creation in 1993, Groupama Asset Management, affiliate of Groupama, has established itself as one of the leading French players in Asset Management.
In a context of growth of its assets under management, Groupama Asset Management decided to revise its operational IT platform in order to achieve its objectives of increasing productivity and customization of reports and marketing pitchbooks.
Regarding its reporting activities, the chosen solution should allow GAM users to be autonomous, maximize team’s productivity, meet the growth requirements of Marketing teams, improve customer service quality and support upcoming volumetry.
It is in this context that Groupama Asset Management chose JUMP after conducting studies and POC with the main market Reporting solutions.

 

Interviews with:

Guillaume Berthier
Head of Marketing
Alan Menard
Head of Reporting 
Frederic Verner
Head of Information Systems 

Key benefits observed by Groupama AM since the adoption of JUMP Reporting

With JUMP, we have tripled the number of produced reports with staff numbers unchanged

AUTOMATION OF REPORTS AND
RELATED DATA CONTROLS
OPTIMIZATION OF PROCESSING
TIME BY A FACTOR OF 4
DOUBLE OF
COVERED SCOPE
NEW WORKLOAD ABSORPTION
WITH SAME TEAM SIZE

Why did you choose the JUMP solution?

Frederic Verner: “After reviewing our equipment in terms of Front-to-Back solutions, we also needed to revise our Reporting software platform. We used to have in-house solutions which met specific needs but began to be limited to address our current and future needs.”
Alan Menard: “We were able to establish a strong partnership with JUMP which ultimately allowed us to benefit from an agile and modern solution, in a standardized software package but fully adapted to our needs.”

A strong partnership with JUMP (...) an agile and modern solution, in a standardized software package but fully adapted to our needs.

specifies Alan Menard

Three years later, are you still satisfied with your choice? ?

Frederic Verner: “The software vendor has earned our trust. We appreciate to interact with local expert teams which can adapt to our constraints and expectations. The openness of the JUMP solution has greatly facilitated its integration into our Information System.” 
Alan Menard: “As an asset management company, we have a multiplicity of reporting topics to manage, whether they are for client, marketing and regulatory purposes. JUMP has well understood our issues.” 
Guillaume Berthier: ”The flexibility of the JUMP solution enables to address both marketing and reporting needs on one single platform.” 


LATEST NEWS

Partnership between JUMP and ADDVENTA: Artificial Intelligence to accelerate customer communication and reporting for asset managers 

Partnership between JUMP and ADDVENTA: Artificial Intelligence to accelerate customer communication and reporting for asset managers 

JUMP Technology, a European business software provider dedicated to investment management, and ADDVENTA, a provider of innovative artifical intelligence solutions, have joined their forces to automate fund performance analysis and... ...
JUMP Technology and Euronext Funds360 offer a modern and flexible solution for easy market data access

JUMP Technology and Euronext Funds360 offer a modern and flexible solution for easy market data access

JUMP Technology, a European business software editor dedicated to investment management professionals, and Euronext Funds360, a state-of-the-art financial data provider, are coming together to enable their users to automate and... ...
JUMP Club U’ February 2020

JUMP Club U’ February 2020

JUMP was delighted to host the latest edition of JUMP CLUB U’ at its office on February 28th, bringing together 10 companies that use JUMP Technology software. The team at... ...