List of Limina Investment Data Management Customers
Stockholm, 111 22,
Sweden
Since 2010, our global team of researchers has been studying Limina Investment Data Management 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 Limina Investment Data Management for CRM and Investor Relationship Management 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 Limina Investment Data Management for CRM and Investor Relationship Management include: Avanza Bank Holding, a Sweden based Banking and Financial Services organisation with 494 employees and revenues of $295.0 million, Genesis Investment Management, a United Kingdom based Banking and Financial Services organisation with 59 employees and revenues of $79.0 million, Nlb Skladi Slovenia, a Slovenia based Banking and Financial Services organisation with 56 employees and revenues of $14.0 million and many others.
Contact us if you need a completed and verified list of companies using Limina Investment Data Management, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Avanza Bank Holding | Banking and Financial Services | 494 | $295M | Sweden | Limina | Limina Investment Data Management | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Avanza Bank Holding implemented Limina Investment Data Management within its asset management business, Avanza Fonder. The deployment targeted CRM and Investor Relationship Management use cases, with the specific aim of eliminating spreadsheet-driven workflows and introducing exception-based automation for portfolio and order management.
Limina Investment Data Management was configured to centralize investment data and enforce exception workflows across portfolio administration and trade order processing. Configuration emphasized automation of rule-based exception detection, exception routing, and resolution, and supported investor relationship processes that interact with front-office order and portfolio workflows. The application provided a consolidated operational view for portfolio and order data while enabling controls aligned to CRM and investor engagement activities.
Integration work focused on linking Limina Investment Data Management with front-office order and portfolio workflows at Avanza Fonder, enabling operational teams to escalate only exception items rather than processing full spreadsheet lists. Operational scope centered on Avanza Fonder in Sweden, covering portfolio operations, order management, and investor relations functions. Governance shifted from spreadsheet-driven ad hoc processes to exception-based workflow governance with defined resolution processes.
The engagement is documented in Limina's Avanza case study, and Limina Investment Data Management reportedly improved operational efficiency and supported a 33% increase in portfolios without adding headcount in Sweden. Investor-relationship and CRM usage is inferred as part of the application's integration with front-office workflows based on the documented order and portfolio management scope.
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Genesis Investment Management | Banking and Financial Services | 59 | $79M | United Kingdom | Limina | Limina Investment Data Management | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Genesis Investment Management implemented Limina Investment Data Management as its CRM and Investor Relationship Management solution. The deployment was scoped as a front to mid office investment data and CRM deployment in the United Kingdom, focused on consolidating investor relationship management and investment workflow orchestration.
Limina Investment Data Management was configured to deliver investment data consolidation, investor contact and relationship management, workflow orchestration for investment operations, and exception management to move routine tasks into automated processes. The implementation included configuration of CRM and investor relationship management capabilities to manage investor records, engagement histories, and the operational touchpoints that feed front to mid office investment workflows.
Operational coverage concentrated on operations and investment teams in the UK, accompanied by governance changes to shift staff from routine processing to exception based oversight of investment workflows. Process redesign emphasized centralized data stewardship, structured approval and exception workflows, and use of Limina Investment Data Management as the authoritative investment data and CRM layer.
According to the vendor case study, the Limina Investment Data Management deployment enabled Genesis to reduce IT costs, cut routine operational work, and shift staff to exception based oversight, yielding substantial technology and operations savings.
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Nlb Skladi Slovenia | Banking and Financial Services | 56 | $14M | Slovenia | Limina | Limina Investment Data Management | CRM and Investor Relationship Management | 2023 | n/a |
In 2023 Nlb Skladi Slovenia implemented Limina Investment Data Management, deploying a CRM and Investor Relationship Management solution to address portfolio operational fragmentation. The vendor selection was announced in November 2023 and centered on a front-to-middle office investment management platform to remove spreadsheet-driven workflows across the firm.
The deployment included investment data management and automated rebalancing capabilities within Limina Investment Data Management, moving hundreds of portfolios off spreadsheets and introducing programmatic portfolio rebalancing. The implementation targeted portfolio management and middle office workflows, and the application configuration likely supports investor-facing reporting and CRM workflows as part of its data model and front-to-middle office scope.
Operational coverage focused on Slovenia and the wider SEE region, with a phased rollout approach implied by the selection timing and scope, and a larger-scale go live reasonably estimated in 2024. Reported operational outcomes included giving portfolio managers up to 15 hours per week back and reducing operational emails and manual processes, reflecting workflow governance changes and automation of routine investment operations.
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Buyer Intent: Companies Evaluating Limina Investment Data Management
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