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  • FNZ Neon
  • FNZ Digitize
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  • The Challenge
    To reduce the time, effort and cost of checking that every portfolio—out of a book of 10,000 portfolios—continues to meet its risk and suitability mandates.

    The Solution
    JHC Neon —a cloud-based digital dashboard.

    The Results

    • A monitoring procedure that previously took months to complete manually, is now done in 24 hours using digital technology
    • Potential compliance and mandate breaches are revealed instantly and on a daily basis
    • C-suite gains an immediate and up to date overview of the firm’s financial health
    • Displays a 360-degree view of each client’s relationship with the firm
    • Rich and dynamic graphics created on-the-fly for viewing on a laptop or tablet device
    • Zero implementation cost