Client SuccessAegon Asset Management
Aegon Asset Management | A Successful Implementation of Clearwater PRISM for Best-in-Class Client Engagement and Service
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.
Market / Asset Managers
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.
Headquarters: The Hague, Netherlands
Assets Under Management: $338B
Website: https://www.aegonam.com/
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.”