Mandatum Life, one of Finland’s most respected and solvent financial services providers, has been an esteemed client of Ortec Finance since 2018.
They offer private, corporate and institutional customers comprehensive services for building wealth and preparing for the future. Their services include unit-linked insurance and wealth management, personal insurance, pension and reward solutions for companies, as well as related consultation services. The company was eager to improve its customer experience through more efficient customer life cycle management. They believed that knowing client’s goals better would not only help them provide more meaningful solutions to clients, but would also help Mandatum Life stand out from its competitors. While Mandatum Life wanted to offer better customer experience, they also wanted to find an efficient solution to fulfill the present and future regulatory requirements.
“Use of OPAL has helped wealth managers to create a more holistic and concrete picture of our client’s current situation and future goals”
- Petri Väisänen, Head of Sales, Private Wealth Management
Related Insights
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14 January 2021PRESS RELEASE: Russ Bowdrey new Client Servicing Team Lead for Ortec Finance’s Climate & ESG SolutionsOrtec Finance, the leading global provider of technology and solutions for risk and return management, is proud to welcome Russ Bowdrey as Team Lead, Client Servicing for our Climate & ESG Solutions.
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06 January 2021Mastering the dimensions of Correlations, published in The Journal of Performance Measurement - Volume 25-1Hens Steehouwer, Head of Research, has had his article about ‘Mastering the dimensions of Correlations’ published in The Journal of Performance Measurement from the Spaulding Group.
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05 January 2021PEARL kicked off Spaulding’s software showcase webcastsOrtec Finance’s PEARL kicked off Spaulding’s software showcase webcasts at November 9.
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04 January 2021Register for our Quarterly Scenario Webinar - Long-term Scenario Modeling for PractitionersJoin us on January 21 to hear our team of experts guide you through our latest Economic Scenario Outlook and learn about Long-term Scenario Modeling for Practitioners.
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17 December 2020Looking back at one year in the Australian officeIn January 2020 Ortec Finance opened its office in Melbourne and appointed Stefano Lee to head up the office as Managing Director for Australia and New Zealand.
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17 December 2020How Climate Change may affect Retail Wealth AdviceWhile institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.
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10 December 2020Ortec Finance’s Climate & ESG Solution participated in the annual meeting of the Integrated Assessment Modeling ConsortiumLast week we participated in the annual meeting of the Integrated Assessment Modeling Consortium (IAMC). This scientific meeting intended for peer sharing and vetting is open to researchers from organizations involved in integrated assessment modelling and their research collaborators.
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04 December 2020Ortec Finance’s Head of Research article published in The Actuary
Hens Steehouwer publishes in The Actuary on the frequency domain for correlations over different time periods, and its application in Economic Scenario Generators.
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01 December 2020Thari Diefenbach and Maurits van Joolingen at TSAM Tech Show
Thari Diefenbach and Maurits van Joolingen hosted a session on Providing Insights Into Complex Investment Decisions during the Technology Solutions for Asset Managers (TSAM) Tech Show on December 9.