carnegiefonder.se
Background
Managing over EUR 9 billion worth of assets can’t be easy. Before using Daymi, Carnegie’s team tracked their operations in spreadsheets, Outlook reminders and Word documents. All of it, from valuation confirmations to investment limits, was scattered across different systems, screens, and apps.
With Carnegie’s fast growth, the team struggled to keep track of its operations. All they needed was one hub, where they could track processes’ status on the spot and report quickly when needed.
CHALLENGES
- Keeping track of operations work across all employees and ensuring excellence
- Manual reporting on financial regulations and audits
- Tracking operations in spreadsheets, Outlook reminders and Word documents
- Scattered information across different systems, screens, and apps
Working together, as a team
In only two days, the Carnegie Fonder middle office team became active Daymi users, carrying out both in-house and outsourced operations.
Having had their chance to explore Daymi first-hand, the team started giving us feedback that boosted our progress. We spotted a chance for collaboration. We had an opportunity to work together, and improve fast along the way.
It was Carnegie’s team that gave us an idea for one of the most popular features yet – automatically generated reports. Now, it’s at the core of the tool.
“With Daymi, we easily transferred our processes and began working right away. We didn’t know we needed Daymi until we started using it!”
SOLUTION
Automatically generated reports and historical evidence on any activity.
Clear overview, mapped out procedures and easy handovers reduced key staff dependency.
Operational risk is managed and reduced through clear routines, digital sign-offs and historical evidence.
Operational resilience, settled
Today, Daymi is a central hub for all of Carnegie’s operations, covering their oversight controls of the outsourced operations and internal compliance procedures.
By bringing all their processes into one place, the team is now able to focus on raising AuM steadily and monitoring the ever-growing product portfolio. The result? Saved time, less stress, and minimised risk.
At Carnegie, Daymi has the widest use yet – middle office, risk, management, finance, marketing, and client support teams use Daymi. With 41 users out of 60 employees, Daymi is an integral part of all Carnegie’s operations.
The team can focus on financial regulations and requirements at all times. Without relying on the single team members, everything is running like clockwork – whatever happens.
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“Before using Daymi, we compiled all important activities, ranging from compliance checks to yearly reporting, in Excel sheets. It was hard to keep track of our work across all employees and ensure we were on top of our work.”