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Client Story

Aegon Asset Management | A successful implementation of Clearwater PRISM for best-in-class client engagement and service

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Aegon Asset Management

Aegon Asset Management is an active global investor with 385 investment professionals that manage and advise on assets of USD 338 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

Aegon Asset Management (Aegon AM) has implemented Clearwater PRISM for its global client reporting needs. The flexibility and scalability of Clearwater’s SaaS-based client reporting solution will help support Aegon AM in its work to expand its client base and increase asset flows. Moreover, Clearwater’s out-of-the-box data model helps to reduce the risks associated with large-scale IT development programs that require extensive funding and resources.

  • 385 investment professionals
  • $338 billion in AUM
  • 1 consolidated reporting platform

Challenges

  • Technology that can help expand the company’s client base
  • A modern solution to increase asset flows

Results

  • Reduced the risks associated with large-scale IT development programs that require extensive funding and resources
  • Accelerate digital transformation with state-of-the-art data hub
  • Ability to quickly access high quality portfolio data and respond to on-demand client inquiries
“We are pleased to strengthen our relationship with Clearwater and accelerate our digital transformation with a state-of-the-art data hub. Clearwater PRISM will enable our client services team to quickly access high quality portfolio data and respond to on-demand client inquiries.”

Mike Tumilty, COO at Aegon AM