Athens, 11524,
Greece
Finvent
Finvent, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Finvent collaboration with software players such as SS&C Technologies, Broadcom and DigitalOcean empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Alpha Bank | Banking and Financial Services | 10528 | $2.9B | Greece | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2001 |
In 2001, Alpha Bank implemented SS&C Advent Moxy, deploying SS&C Advent Moxy as its Trade Order Management System (TOMS) across private banking and asset management divisions. The rollout expanded from an initial Axys deployment into a full scale implementation, with licenses and permissions scaled to over 100 users supporting portfolio modeling, trade order management, CRM and web based wealth management communication.
The implementation included the Moxy trade order management module alongside portfolio management and APX CRM modules, enabling consolidated wealth management reporting and client relationship workflows. Configurations emphasized automatic allocation between trading, portfolio management and portfolio accounting, and straight through processing so that once a portfolio manager enters a trade there is no additional manual input.
Finvent served as the implementation partner and integrated the Advent solution with Alpha Bank’s accounting system, shareholders registry, banking systems and other back office systems to provide end to end trade lifecycle coverage. The program also included a migration path from Axys to APX, and a rearchitecture of the IT center into multiple IT centers with separate test, quality assurance and production environments to establish a Business Continuity Plan for Private Banking and Asset Management.
Operational scope covered portfolio managers, account officers, financial planners, operations staff and advisors, changing day to day governance by centralizing client data in APX CRM and consolidating transaction reporting to a single source of truth. Process changes focused on automating proposals, streamlining trade order management and settlement workflows, and reducing manual reconciliation touch points to allow advisors to spend more time on client proposals and relationship management.
Explicit outcomes reported by Alpha include an 80 percent reduction in operating costs per year, a six hundred percent return on investment over the stated period, flawless trading accuracy with no trade errors reported over six years, simplified audit processes through consolidated transaction visibility, enhanced product and service offerings and improved employee morale.
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Alpha Bank | Banking and Financial Services | 10528 | $2.9B | Greece | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2001 |
In 2001, Alpha Bank implemented SS&C Advent Portfolio Exchange within its Private Banking and Asset Management divisions as a core Portfolio and Investment Management platform, partnering with Finvent for implementation and rollout. The deployment began with Axys at small scale and expanded to Moxy trade order management and then migrated to APX, with licenses expanded to over 100 users for portfolio modeling, trade order management, CRM and web-based wealth management communication.
The SS&C Advent Portfolio Exchange implementation included portfolio management, trade order management, portfolio modeling, APX CRM and wealth management reporting modules, and Moxy for trade order execution. Configuration emphasized straight-through processing, automatic allocation between trading, portfolio management and portfolio accounting, and consolidated reporting that enables the firm to present consolidated client statements across asset locations.
Integrations were executed against the bank's accounting system, shareholders registry, core banking systems and other back office systems, and Finvent integrated the solution with the trust side of the business. The IT architecture moved from a single IT center to multiple IT centers with separate test, quality assurance and production environments, creating a formal Business Continuity Plan for the Private Banking and Asset Management division.
Operational governance focused on workflow automation in trade order management and centralizing client data in APX CRM to improve collaboration among account officers, portfolio managers and financial planners. Process changes reduced manual reconciliation, enabled portfolio managers to focus on proposals and advisory handling, and aligned operations staffing to a streamlined model managed through the Advent modules.
Alpha Bank reported explicit outcomes tied to the deployment, including enhanced product and service offerings, consolidated wealth management reporting, improved employee morale, flawless trading accuracy with no trade errors reported for six years, an 80 percent reduction in operating costs per year over a multi-year period, and a 600 percent return on investment in Private Banking as stated by the client.
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Comanche Construction | Construction and Real Estate | 40 | $4M | United States | Broadcom | Broadcom Symantec Secure Web Gateway | Secure Web Gateways (SWG) | 2015 |
In 2015, Comanche Construction deployed Broadcom Symantec Secure Web Gateway under the Secure Web Gateways (SWG) category to secure traffic associated with its corporate website. The Broadcom Symantec Secure Web Gateway was implemented to mediate web traffic for the organization, which operates in the United States with approximately 40 employees, and is referenced on the company website.
Finvent led the implementation and configuration, enabling core SWG capabilities including URL and content filtering, malware and threat inspection, policy enforcement, and centralized logging and reporting. Operational scope concentrated on the corporate website and employee outbound browsing, with IT assigned administrative controls for policy management and incident logging, and governance configured around centralized policy enforcement and audit-ready reporting.
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Construction and Real Estate | 40 | $4M | United States | DigitalOcean | DigitalOcean Droplets | Application Hosting and Computing Services | 2020 |
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Construction and Real Estate | 270 | $80M | United States | Microsoft | Microsoft Azure Cloud Services | Application Hosting and Computing Services | 2015 |
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Construction and Real Estate | 270 | $80M | United States | GoDaddy | GoDaddy | Application Hosting and Computing Services | 2015 |
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Manufacturing | 450 | $40M | Australia | Wix.com | Wix.com | Web Content Management | 2020 |
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Leisure and Hospitality | 200 | $30M | Australia | Stripe | Stripe Payments | Payment Processing | 2020 |
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Leisure and Hospitality | 200 | $30M | Australia | Amazon Web Services (AWS) | Amazon EC2 | Application Hosting and Computing Services | 2019 |
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Leisure and Hospitality | 200 | $30M | Australia | Triptease | Triptease | Reservation and Booking Management | 2019 |
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Buyer Intent: Companies Evaluating Finvent Services
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