Case Studies

Problem

An investment manager inherited an asset management business from a leading Pan-African bank with a view of modernizing the operation and scaling. Tewatek was approached to offer a cloud-based administration system which allowed clients, administrators and portfolio managers to have a full view of their portfolio from a portal.

Solution

Capitalizing on many years of experience in the financial services sector, Tewatek Associates offered an innovative end-to-end Investment Solution that utilized cloud-based technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements. That is, from trade execution, transaction processing, portfolio management reporting, compliance, and performance measurement. In 2020, the business has scaled considerably with minimal disruptions to operations. More so, they avoided downtime when lockdowns were implemented in 2020 since administrators could work from anywhere.

Problem

After succeeding in servicing its institutional client base, a business wanted to extend the current service to high-net-worth individuals. Tewatek was approached because the provider needed a technology partner to help them deliver a dynamic solution to meet the continuously evolving needs of their new market.

Solution

Tewatek designed a system that allowed the Relationship managers to focus on their clients rather than the administration processes. The solution allowed the manager to have a 360° view for clients’ and funds’ investments monitoring. Clients have 24/7 access to their portfolio investments through integrated web modules.

Problem

An insurance company which offers regional funeral cover approached our company. Tewatek was approached to offer a cloud-based system which is easily accessible to clients when they want to pay premiums, seek insurance advice, and claim benefits. The accessibility was supposed to stretch across all communication platforms. Operationally, the system the provider also wanted a system that captured information from via a cloud-based portal whilst it allows it to gain customer insights through data analysis.

Solution

Tewatek actuarial analysts initially interpreted client’s business and through our innovative associates, we came up with a cloud-based system easily accessible to insurance company users. We offered a partnership with the insurance company through providing a dynamic technological solution. Our solution included good user interface for both the administrators and the company’s clients. This came without compromising the useful data tools that will help the insurer.