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
-
01 June 2023Welcome to the Ortec Finance Goals-Based Investing Podcast!Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.
-
01 June 2023Why stocks could be in the red this year and what to do about itIt hasn’t been since 2000 and 2001 that U.S. stock markets lost money in two consecutive years, but it’s something that could potentially happen again this year. Ortec’s modelling is pointing to negative equity returns over the next 12 months as the most likely market scenario. Pension funds with tactical or dynamic allocations at their disposal may want to temper their risk and consider fixed income instead.
-
26 May 2023Ortec Finance releases its 2023 ClimateMAPS standard climate scenario set in partnership with Cambridge EconometricsOrtec Finance’s releases its 2023 ClimateMAPS standard climate scenario set that includes a new additional fourth scenario.
-
23 May 2023PRESS RELEASE: Study reveals U.S. public sector pension plans are set to increase spending on stress testingU.S. public sector pension plan managers believe the plans they support will spend more on scenario modeling and stress testing in the next two years.
-
16 May 2023Zeid and Joris to present at Red Hat Summit in Boston, U.S.Joris Cramwinckel and Zeid Adabel are to join Red Hat’s Summit in Boston U.S. to speak about How cloud elasticity benefits HPC workloads on Azure Red Hat Openshift.
-
09 May 2023PRESS RELEASE: US public sector pension plans intend to build on inflation hedging successUS public sector pension plan managers are confident their plans are well hedged against inflation but still worry about possible risk scenarios, new research shows.
-
09 May 2023Climate data: Looking under the hood
Ortec Finance discusses with Responsible Investor on why high-quality climate data is essential for investors to map progress toward emission reduction goals and enable a successful transition to net-zero.
-
27 April 2023RailpenThe Railways Pension Scheme is one of the UK’s largest and longest established pension funds. Our client case story highlights how we’ve enabled Railpen to take a holistic view of investments across multiple asset classes through our partnership with Burgiss.
-
26 April 2023PRESS RELEASE: Ortec Finance supports leading institutional investor GIC in updating its climate scenario analysis
Read about how Ortec Finance in partnership with Cambridge Econometrics, has supported global institutional investor GIC in updating its climate scenario analysis.