Grieg Investor #Wealthtech
Grieg Investor is an independent institutional investment consulting practice based in Norway.
For 15 years, the company delivered information to investors by compiling investment data, performing the necessary calculations, entering information in Excel spreadsheets and sending PDF-based reports to customers once every month.
- Real-time information.
- Mobile-first and omni-channel communication.
- Self-service and 24/7 access to investments.
“We aimed high and decided to create the best solution on the market.”
— Kjetil Svihus, Operations Manager at Grieg Investor.
Grieg Investor engaged Noria to transform the following:
Data aggregation and improved insights: Grieg Enigma provides clients with a daily portfolio status update on returns and allocations. Clients can quickly identify which investments contribute most to the overall portfolio returns and have full visibility of owned shares, both on an aggregated level and per fund.
Increased transparency into Grieg Enigma’s responsible investment management, based on its code of ethics.
An advanced ESG (Environment, Social, Governance) module: Clients now have access to continuous investment monitoring down to the single share, providing insight into potential exposure for controversial products or companies involved in tobacco, alcohol, weapons or gambling. Grieg Enigma also tracks clients’ portfolio carbon footprint and flags any investment at odds with the UN Global Compact.
Business case development
Improving the customer experience
Reporting solutions assessment
IT roadmap and procurement process