List of Contemi WIN Analytics Customers
Since 2010, our global team of researchers has been studying Contemi WIN Analytics customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Contemi WIN Analytics for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Contemi WIN Analytics for Portfolio and Investment Performance and Planning include: Killik & Co, a United Kingdom based Banking and Financial Services organisation with 279 employees and revenues of $100.0 million, Travelpass Group, a United States based Leisure and Hospitality organisation with 135 employees and revenues of $30.0 million, Bandit Argentina, a Argentina based Professional Services organisation with 30 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Contemi WIN Analytics, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Contemi WIN Analytics customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bandit Argentina | Professional Services | 30 | $5M | Argentina | Contemi Solutions | Contemi WIN Analytics | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Bandit Argentina implemented Contemi WIN Analytics. Contemi WIN Analytics, a Portfolio and Investment Performance and Planning application, was provisioned to centralize portfolio analytics and support investment planning workflows for the 30-employee professional services firm based in Argentina.
The implementation focused on configuration of portfolio-level reporting, performance dashboards, and planning workflows appropriate to the Portfolio and Investment Performance and Planning category. Configuration work included data model definition for investment entities, mapping of fee and cash flow schedules, and templated reporting to support periodic performance reviews and planning cycles.
Contemi WIN Analytics was integrated with Colppy to align accounting and invoicing data with portfolio records, using Colppy finance and electronic invoicing capabilities to feed receivables and invoice metadata into the analytics environment. Operational coverage centered on finance and advisory teams, enabling synchronized recordkeeping between accounting workflows and investment performance reporting.
Governance emphasized reconciled data feeds and a regular reporting cadence, with process changes to consolidate invoicing, receivables reconciliation, and advisor communications. The combined Contemi WIN Analytics and Colppy configuration helped Bandit keep accounting up to date and streamline communications with its advisors as part of its investment planning and reporting operations.
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Killik & Co | Banking and Financial Services | 279 | $100M | United Kingdom | Contemi Solutions | Contemi WIN Analytics | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015 Killik & Co implemented Contemi WIN Analytics to centralize fee processing and reporting. The deployment used Contemi Solutions WIN suite to bring fee processing in-house, increase flexibility for complex fee structures, and improve efficiency, accuracy and auditability.
Implementation work focused on fee management and reporting capabilities within the Portfolio and Investment Performance and Planning category. Contemi WIN Analytics delivered configurable fee calculation and rule based processing, scheduled fee runs and reporting modules to support billing and reconciliation workflows. The configuration emphasized handling complex fee tiers and custom client charging arrangements while creating persistent transaction level audit trails.
Operational coverage targeted Killik & Co's UK fee administration and investment operations, centralizing fee control inside internal teams rather than outsourced processes. Governance changes included standardizing fee configuration procedures and embedding reporting for operational oversight and auditability. The source case study describes the WIN fee management suite delivering processing and reporting, the explicit naming of Contemi WIN Analytics and use of analytics functions is inferred from WIN reporting capabilities.
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Travelpass Group | Leisure and Hospitality | 135 | $30M | United States | Contemi Solutions | Contemi WIN Analytics | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, Travelpass Group implemented Contemi WIN Analytics for Portfolio and Investment Performance and Planning. Contemi WIN Analytics was provisioned to centralize investment and portfolio reporting across Travelpass Group, establishing a single source of truth for performance measurement and planning within the company’s finance and marketplace operations functions.
The deployment centered on portfolio reporting and planning modules, including performance attribution, scenario-based forecasting, consolidated dashboarding, and automated data ingestion and normalization processes. Contemi WIN Analytics was configured to support structured planning cycles and to produce standardized investment performance outputs for stakeholder review and executive reporting.
The Contemi deployment ran alongside a separate payments consolidation project using ConnexPay, which replaced Travelpass Group's fragmented accept-and-issue payments stack to provide a unified PayIns and PayOuts platform supporting real-time supplier payments and unified reconciliation for finance and payments in North America. The ConnexPay project is reported to have reduced merchant fees to under 3 percent, delivered higher virtual-card rebates, and produced consolidated reporting for Travelpass Group's marketplace operations.
Governance and rollout emphasized finance and marketplace operations ownership, with process changes to standardize portfolio reporting, establish a regular planning cadence, and enforce data governance for investment and transaction datasets. Contemi WIN Analytics provided the analytical backbone for those governance practices, enabling consistent planning workflows and centralized visibility into portfolio performance.
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