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	<title>Financial Services &#8211; iExcel</title>
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	<link>https://iexcel-technologies.com</link>
	<description>Custom Software Development - Excel Automation</description>
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	<title>Financial Services &#8211; iExcel</title>
	<link>https://iexcel-technologies.com</link>
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	<item>
		<title>Broker Voting Software</title>
		<link>https://iexcel-technologies.com/portfolios/voting-software/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 07 Dec 2019 04:53:48 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3279</guid>

					<description><![CDATA[CHALLENGE Portfolio managers conduct a quantitative and a qualitative scoring of brokers. Off the shelve software are not adapted to their needs, and conducting this activity on Excel is time consuming, prone to error and lacks of confidentiality SOLUTION iExcel designed and developed an online application with a centralised database to [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Portfolio managers conduct a quantitative and a qualitative scoring of brokers. Off the shelve software are not adapted to their needs, and conducting this activity on Excel is time consuming, prone to error and lacks of confidentiality</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed and developed an online application with a centralised database to creates voting sessions and collects all portfolio manager's votes according to preset rules.</p>
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</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
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<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The new software has enabled the company to conduct more votes per year, quicker and more accurately.</p>
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</div>
</section>
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		<item>
		<title>Credit Letter Generator</title>
		<link>https://iexcel-technologies.com/portfolios/credit-letter-generator/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Tue, 26 Nov 2019 12:30:42 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3269</guid>

					<description><![CDATA[CHALLENGE The bank issues a large amount of credit letters everyday. The required data sits within the databases of various independent systems. As a result, preparing a credit letter is a lengthy task prone to human error. SOLUTION iExcel built a system connected to 3 databases that produces and manage credit [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The bank issues a large amount of credit letters everyday. The required data sits within the databases of various independent systems. As a result, preparing a credit letter is a lengthy task prone to human error.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel built a system connected to 3 databases that produces and manage credit letters in a quick and user-friendly manner.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The implementation of this software resulted in considerable gain of time, better customer support, and the reduction of human errors to a minimum.</p>
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</section>
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		<title>Data Reconciliation</title>
		<link>https://iexcel-technologies.com/portfolios/cross-platform-data-reconciliation/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Thu, 10 Oct 2019 12:14:58 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3264</guid>

					<description><![CDATA[CHALLENGE Custodian banks send reports with proprietary formats. Changing those formats is not an option. Team members at the bank need to collect, transform and manually compare the data against data extracted from the bank's own system. The task is time consuming and prone to errors. SOLUTION iExcel designed a system [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Custodian banks send reports with proprietary formats. Changing those formats is not an option. Team members at the bank need to collect, transform and manually compare the data against data extracted from the bank's own system. The task is time consuming and prone to errors.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a system that downloads and transforms data according to a common structure, and then compares it with the bank's own data. A set of reports is produced to identify matching and non-matching entries. Investigative tools allow quick identification of issues. Reports are customizable and offer various views. The system requires user login and has various levels of permissions.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Considerable time and accuracy gain. Ability to quickly indetify issues and react to anomalies.</p>
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</div>
</div>
</section>
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		<title>Automated Consolidation</title>
		<link>https://iexcel-technologies.com/portfolios/financial-reporting-automated-consolidation/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Wed, 10 Apr 2019 11:57:45 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3260</guid>

					<description><![CDATA[CHALLENGE The firm had low visibility on their global activity due to national accounting reporting and was in need of a way to easily consolidate its national results into global statements. SOLUTION iExcel worked with the team on the design of a chart of accounts, and designed a custom system that [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The firm had low visibility on their global activity due to national accounting reporting and was in need of a way to easily consolidate its national results into global statements.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel worked with the team on the design of a chart of accounts, and designed a custom system that captured data from the firm's proprietary software, and processed it into a consolidated set of accounting reports and dashboards.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The firm is now able to view their global position in a few clicks but also perform analysis thanks to the analytical tools included in the application.</p>
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</div>
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</section>
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		<title>Monetary Authority Reporting</title>
		<link>https://iexcel-technologies.com/portfolios/automated-monetary-authority-reporting/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 16 Feb 2019 12:12:24 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3263</guid>

					<description><![CDATA[CHALLENGE The company needs to produce complex reports based on data sets extracted from other systems. The reporting rules are rigorous and changing. Compiling those reports is time consuming and prone to errors SOLUTION iExcel designed a secured platform that imports data and processes it into reports within a couple of [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The company needs to produce complex reports based on data sets extracted from other systems. The reporting rules are rigorous and changing. Compiling those reports is time consuming and prone to errors</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a secured platform that imports data and processes it into reports within a couple of seconds. Processing paramters can be amended through a comprehensive matrix.</p>
</div>
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</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
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<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>The main impact on operations is accuracy and time gain. A task that used to take hours now requires a few seconds.</p>
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</section>
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		<title>Financial Planning</title>
		<link>https://iexcel-technologies.com/portfolios/financial-planning/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Sat, 25 Aug 2018 12:02:34 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3261</guid>

					<description><![CDATA[CHALLENGE The insurance and financial planning division thinks that their sales process is slow and cumbersome because agents on sales calls lack a quick and secured way to show the customer the financial gains generated by their products. SOLUTION iExcel designed a secured platform that calculates and exports financial planning sheets [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The insurance and financial planning division thinks that their sales process is slow and cumbersome because agents on sales calls lack a quick and secured way to show the customer the financial gains generated by their products.</p>
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</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a secured platform that calculates and exports financial planning sheets based on product and variables provided by the customer. Automations ensure that user input is minimal and results are accurate.</p>
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<section id="impact" class="case-fixed__item">
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<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Agents are now able to produce, customize and amend financial planning sheets in a very short time, which in turns increases productivity and service quality to the customer.</p>
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		<title>ETL &#038; Financial Reporting</title>
		<link>https://iexcel-technologies.com/portfolios/etl-financial-reporting/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Mon, 10 Apr 2017 15:10:44 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3282</guid>

					<description><![CDATA[CHALLENGE Investment team needs to speed up and automate their reporting SOLUTION iExcel designed a system that downloads and transforms data to then upload it into a dynamic dashboard so that user can perform detailed analysis. IMPACT Increased visibility over the business activity, quick access to information allow for better and [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>Investment team needs to speed up and automate their reporting</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed a system that downloads and transforms data to then upload it into a dynamic dashboard so that user can perform detailed analysis.</p>
</div>
</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Increased visibility over the business activity, quick access to information allow for better and quicker decision making. Human errors are reduced to a minimum.</p>
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</section>
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		<title>Recruitment Software</title>
		<link>https://iexcel-technologies.com/portfolios/recruitment-software/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Wed, 10 Aug 2016 12:55:30 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3280</guid>

					<description><![CDATA[CHALLENGE The recruitment process was done on Excel spreadsheets. A proper system that can manage a large number of prospects but also integrated to other systems was necessary. SOLUTION iExcel designed and developed a software that is integrated to the organisation's human resources system, allows to manage prospects, interviews, background checks, [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The recruitment process was done on Excel spreadsheets. A proper system that can manage a large number of prospects but also integrated to other systems was necessary.</p>
</div>
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</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel designed and developed a software that is integrated to the organisation's human resources system, allows to manage prospects, interviews, background checks, head counts, hires, tag prospects for future consideration, and follow all the steps until on board.</p>
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</div>
</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Supporting the recruitment process enabled a faster, better and more pleasant process. It resulted in avoiding redundant work while highlighting opportunities with unique candidates. The new software also manages agency fees effectively, and eases the workload on the recruitment team.</p>
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		<title>HR Management Software</title>
		<link>https://iexcel-technologies.com/portfolios/hr-management-software/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Tue, 23 Jun 2015 15:09:27 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3281</guid>

					<description><![CDATA[CHALLENGE The company could not find an off the shelve human resources management system that provided a comprehensive solution to their needs. SOLUTION iExcel worked together with the customer to build an integrated bespoke human resources management system. The product was a perfect match for the company's human resources needs. It [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The company could not find an off the shelve human resources management system that provided a comprehensive solution to their needs.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel worked together with the customer to build an integrated bespoke human resources management system. The product was a perfect match for the company's human resources needs. It was built in a very user-friendly manner making it very easy to use and access information. Access rights ensures that data is kept confidential by region and function.</p>
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</div>
</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Rapid access and centralization of the information allowed for structured and standardized capture of the information across the globe while allowing for the regional human resources requirement and government compliance. It also allowed headquarter to have a full visibility of the manpower, compensation packages, promotions, working visas, birthdays, background checks, training and performance evaluations.</p>
</div>
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</section>
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		<title>Budget Consolidator</title>
		<link>https://iexcel-technologies.com/portfolios/budget-consolidator/</link>
		
		<dc:creator><![CDATA[jeremy]]></dc:creator>
		<pubDate>Mon, 11 Nov 2013 12:29:32 +0000</pubDate>
				<guid isPermaLink="false">http://belgian-tradition.com/wordpress/?post_type=portfolios&#038;p=3268</guid>

					<description><![CDATA[CHALLENGE The bank manages a large amount of business units in Asia. Montly reporting to headquarter is a highly complex task due to a changing and extensive set of rules that dictate how to handle, allocate and consolidate transactions. The task required the financial team to commit excessive amount of time [&#8230;]]]></description>
										<content:encoded><![CDATA[<section id="pinned-trigger1" class="case-fixed__item">
<div class="case-fixed__row">
<div class="case-fixed__text">
<h2>CHALLENGE</h2>
<div class="case-slider__slide-text">
<p>The bank manages a large amount of business units in Asia. Montly reporting to headquarter is a highly complex task due to a changing and extensive set of rules that dictate how to handle, allocate and consolidate transactions. The task required the financial team to commit excessive amount of time to prepare those reports.</p>
</div>
</div>
</div>
</section>
<section id="solution" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>SOLUTION</h2>
<div class="case-slider__slide-text">
<p>iExcel organised business process listening and analysis sessions with the teams to fully understand the current activity, the elements impacting the activity and the expected or possible required outputs. Then iExcel formulated a solution that layed out the various business units, their parent businesses and business groups on a clickable map. Each business unit could also be customized with % allocation for income, cost and balance sheet. This allowed users to build and save highly customized reports in a few clicks.</p>
</div>
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</section>
<section id="impact" class="case-fixed__item">
<div class="case-fixed__row">
<div class="img-wrap img-container"></div>
<div class="case-fixed__text">
<h2>IMPACT</h2>
<div class="case-slider__slide-text">
<p>Using an automated tool to produce and report, to analyse data and review in a few clicks a large number of case figures, to considerably suppress human error in the process provided considerable incremental value to the company.</p>
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</section>
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