Grandview Analytics

The challenge: A large life insurance company wanted to internalize enterprise data management activities previously performed by their affiliated manager. After an initial attempt to develop a custom data warehouse, they sought another solution and engaged us to help. After a current state assessment and business requirements phase, the client selected Rivvit as their solution. Rivvit, Grandview’s data management and reporting software was production-ready in 4 months, including an investment data warehouse and reporting platform. Here are a few productivity and data quality management enhancements: ✅ 4-way reconciliation, syncing General Ledger (G/L), Accounting Book of Record (ABOR), Investment Book of Record (IBOR), and Rivvit ✅ Monthly manual processes converted to daily automated process ✅ Replication of 20+ reports with drill-down capabilities providing greater transparency and efficiency ✅ Robust process to monitor 75+ data quality rules to quickly investigate and resolve issues and speed up reporting Learn more about how Rivvit transformed this insurance company's data management and reporting operations and reach out to Zachary Stern, Matt Biver or Jeff Tincher for more information: https://lnkd.in/gvnKaGka #insuranceassetmanagement #datamanagement #dataquality #investmentdatawarehouse

Would you be surprised to learn that 76% of people who attended our webinar with InsuranceAUM this week report that they struggle with all THREE of these common data management challenges for insurance asset managers? Learn more about these challenges and recommended solutions in the webinar, hosted by Grandview Analytics CEO Matt Biver, and Senior Director, Head of Rivvit Product, Jeff Tincher, now available on demand.      View now > https://lnkd.in/greGig7J   Thanks to Stewart Foley, CFA and the team at InsuranceAUM.com for giving us the forum to hold this important discussion.    #InsuranceAssetManagement #InvestmentDataManagement

Join us today, Wednesday July 17th at 11AM CT/Noon ET if your schedule allows!

One day left to register for our Wednesday, July 17th webinar tackling some of the biggest challenges faced by insurance asset managers: - Are you looking for a consistent, accurate set of data across multiple books of records and third-party data sources? - Are you struggling to access information and generate comprehensive insights from multiple data sources? - Are you spending too much time on manual processes, cobbling together data to manually prepare reports? - Are you unsure if your data is accurate and up to date? It all starts with your data, and the solution lies in an effective data management solution. Learn more about strategies we've been implementing for organizations like yours! Matt Biver and Jeff Tincher will be leading the discussion with Stewart Foley, CFA from InsuranceAUM.com. July 17th Webinar Registration: https://lnkd.in/greGig7J #datastrategy #investmentdatamanagement #insuranceassetmanagement

One of the top complaints we hear from insurance asset managers is: "...I'm spending too much time cobbling together data from multiple sources to manually create reports. There has got to be a better way!" There is a better way, and it starts with establishing a "single source of truth" for your data. We'll share more on this topic July 17th at 11 Central/Noon Eastern when we join InsuranceAUM.com's webinar series to discuss data challenges facing insurance asset managers, and how innovative data management solutions can improve your team's productivity and decision-making speed to transform and scale your business. Register now for the July 17th webinar with Grandview's Matt Biver and Jeff Tincher: https://lnkd.in/greGig7J #datastrategy #investmentdatamanagement #insuranceassetmanagement

Insurance asset managers - are you in pursuit of a consistent, accurate set of data across multiple books of record and third-party data providers? Join us Wednesday July 17th at 11AM CT/Noon ET at this InsuranceAUM.com webinar to hear how a robust data strategy coupled with flexible reporting capabilities can quickly deliver insights into your investment portfolios and operational processes. Matt Biver, Grandview's CEO and Jeff Tincher, Head of Product for Data Services will discuss how insurance asset managers are using Rivvit, our data management and reporting software, to solve data quality and process automation challenges, and to build confidence in their data sets. We look forward to a great discussion and hope you'll register for the webinar and join us on July 17th! #datastrategy #investmentdatamanagement #dataquality #investmentoperations #processautomation #insuranceassetmanagement

Wishing a happy and safe 4th of July to our team, clients, partners and industry friends. We hope you have a relaxing day!

Grandview Analytics CEO Matt Biver and Ken Musick, Deputy Chief Investment Officer of EquiTrust Life Insurance Company join masterful moderator Stewart Foley, CFA of InsuranceAUM.com for a chat about unlocking front-office capabilities through a robust data strategy. We are grateful to belong to the InsuranceAUM community! Check out the podcast in the post below, or where you listen to your favorite podcasts. #frontofficecapabilities #datastrategy #investmentdatamanagement

We had an incredible evening celebrating our 10th Anniversary in our Chicago hometown. The skyline views did not disappoint! The best part was sharing this milestone with our team, clients and supporters. Thank you for joining us, and cheers to the next 10 years! #10thAnniversary #sharedsuccess #thankyou

Whether you’re an insurance asset manager, a hedge fund, or a family office, you need consolidated data to effectively run your business. That means integrating data from multiple sources into a single location, then transforming, standardizing, and delivering gold copy data to your target systems including internal databases, data warehouses/lakes, reporting/BI tools, vendor platforms, and others. Grandview Analytics’ Rivvit data management and reporting software contains a configurable enterprise data management framework that allows us to deliver gold copy data fast - within a few months! Learn more>> https://lnkd.in/gksrGwx2 #Rivvit #EDM #EnterpriseDataManagement #InvestmentDataManagement