FINANCE & INSURANCE SECTOR

For almost 30 years, we have been developing and implementing solutions that support our partners in financial asset management, insurance and banking in dominating the modern financial market. IN2 solutions have been developed following regulatory requirements and using best practice standards while maintaining flexibility, which enables support in various management approaches as well as respect for user specifics.

With its magnitude, years of experience and competencies, IN2 provides all the necessary resources for the analysis of business processes and proposals for optimal solutions, implementation, maintenance and system upgrades. IN2 business consultants whose competencies ensure fast and efficient communication with business customers, eliminate the further need for detailed specification by customers and, if necessary, provide solution providing services. Numerous in-house modules of the IN2 solutions have become a reference point in further adaptations and implementations of new standards in the financial industry.

INvest2

The main product of the IN2 Group for the financial asset management sector is the INvest2 solution. It is a system that covers various aspects of doing business in financial institutions - from managing financial instruments (front office), risk management, valuation process, records, reporting and accounting (back office), to activities related to sales management and customer relations (sales). It consists of a series of modules, software applications that work independently or in combination with other modules.

Since 2000 until today, the system has been implemented in some 40 financial institutions in 7 countries and is used by hundreds of business users who manage tens of billions of EUR of financial assets for millions of individual investors. IN2 is proud that the users of the INvest2 system are renowned leaders in their markets, whose growth and development contribute to the quality and performance of the INvest2 system, as well as the experience and competencies of IN2 experts.

See the INvest2 for more details. 

PENSION FUNDS

Managing the assets of mandatory and voluntary pension funds, keeping personal accounts of members and all transactions, complying with legislation, managing the network of agents and their commissions, connecting with relevant government institutions - are tasks that require a quality IT solution that covers all tasks and helps the fund to concentrates on the most important thing - raising the value of property for its members.

The INvest2 system has been successfully localized, adapted and implemented in the countries of the CEE region - Croatia, Slovenia, Serbia, Macedonia and Albania, while in Kosovo it has been implemented as a central state register of members. As pension funds dominate in size, both in the number of members and in the amount of assets they manage, INvest2 has proven to be a reliable system in dealing with a large amount of data and the number of transactions.  

INVESTMENT FUNDS

In addition to all the above characteristics of the system, INvest2 in the configuration for investment companies also supports the management of various types of investment funds, and the management of a large number of private portfolios. Given that investment funds use a large number of investment strategies and consequently complex financial instruments, the INvest2 system through a series of advanced analytical modules forms the basis for the process of making and implementing investment decisions. In addition, the level of methodological configurability allows the user to create unique investment products, differentiation in a saturated market. It is harmonized with the legislation of the countries in which the investment companies operate and the specific business practices of the respective markets, and some modules have been implemented in most of the leading investment fund management companies in the region. 

BANKING

In the field of banking, it is used primarily as an IT solution to support deposit banks, but also as a technological solution for the treasury and private banking department. Namely, INvest2 enables complete monitoring of bank accounts, personal accounts of clients and valuation of assets for several portfolios - from private portfolios to different types of funds managed by different management companies. It also provides the possibility of bookkeeping and financial reporting in conjunction with other systems of the bank such as a common customer base, general ledger, and similar.

INSURANCE COMPANIES

INvest2 is also a solution for managing and valuing investments of insurance companies (including pension insurance companies), which can be structured into various portfolios of securities, deposits and other financial instruments. One of the main features of the INvest2 system is configurability, which allows the solution to be adapted to various methodologies of valuation, crediting or (sub) legal regulations. The system monitors the value of the portfolio for the purposes of their management, their bookkeeping according to the legislation of the competent institutions and reporting, regulatory or internal. The exchange of information is enabled by various interfaces to other systems, including with its own INsurance2.

INsurance2

INsurance2 Core Solution

Nowadays, it is important to be able to quickly adjust your insurance offer. INsurance2 allows your employees to create new products themselves, enter them into the system and customize the service portfolio, without additional programming or custom development. This significantly shortens the time of product introduction to the market and increases the flexibility of the insurance company. At the same time, product flexibility raises customer satisfaction.

INsurance2 also takes care of all procedures for keeping the customer register, product documentation and other documents, arranging and concluding insurance, calculating premiums, reporting and processing claims, accounting and finance, and related production and export of reports.

All of these are indispensable tasks of every insurance company, which is why we call it a fundamental solution that supports all property, life, health and all other types of insurance in one place.

INsurance2 is a reliable solution, tested with the largest insurance companies in the region. It is fully compatible with modern requirements for import and export of data from all channels of communication with policyholders. It can also be introduced gradually, in individual series.

Scalability

INsurance2 is suitable for all sizes of organizations and all phases of the company's life cycle - for insurance companies that are just starting out or introducing new areas, as well as for large established insurance providers with millions of policyholders.

Supervision and analytics

The management of the insurance company gets the opportunity to monitor the entire business. Built-in predictive analytics allows you to project results and take quick action.

Connectivity

The solution is integrated as standard with IN2 CRM and BusinessConnect operations and can be connected to other background systems and web services. It is built into the new INsurance2 digital platform.

Learn more about INsurance2


INsurance2 Digital Platform

A software platform that is added on top of existing basic and background solutions of insurance companies.

It allows the insurance company to add new mobile and digital channels, applications and tools faster by connecting to the platform, which is a task that takes several hours - as opposed to connecting new applications or web portals and stores directly to CRM, core or BI solutions, which takes months. It also eliminates the need for individual data aggregation between these separate systems.

Learn more about IN2surance2 Digital Platform.


Insurance2 Digital Customer

INsurance2 Digital Customer is a CRM solution based on almost 30 years of experience in software development for insurance companies of all sizes. It is based on an open architecture supported by a rich set of interfaces for easy integration with other IT systems.

The flexibility of the system ensures applicability in various business activities; from online sales, document management, report generation, interactive collaboration of several thousand users and many others.

INsurance2 Digital Customer is fully tailored to the specific needs of each user and has so far been successfully implemented in more than 20 insurance companies in Europe.

INsurance2 Digital Customer enables:

  • integration with social networks, multichannel communication and synergy
  • automated sales process
  • targeted marketing with advanced tracking of customer habits
  • call centre management, with support for input and output processes
  • detailed adjustments to dashboards and reports
  •  timely and effective customer support
  • portals for users and end customers 

Learn more about INsurance2 Digital Customer


The main product of the IN2 Group for the financial asset management sector is the INvest2 solution. It is a system that covers various aspects of doing business in financial institutions - from managing financial instruments (front office), risk management, valuation process, records, reporting and accounting (back office), to activities related to sales management and customer relations (sales). It consists of a series of modules, software applications that work independently or in combination with other modules.

Since 2000 until today, the system has been implemented in some 40 financial institutions in 7 countries and is used by hundreds of business users who manage tens of billions of EUR of financial assets for millions of individual investors. IN2 is proud that the users of the INvest2 system are renowned leaders in their markets, whose growth and development contribute to the quality and performance of the INvest2 system, as well as the experience and competencies of IN2 experts.

See the INvest2 for more details. 

PENSION FUNDS

Managing the assets of mandatory and voluntary pension funds, keeping personal accounts of members and all transactions, complying with legislation, managing the network of agents and their commissions, connecting with relevant government institutions - are tasks that require a quality IT solution that covers all tasks and helps the fund to concentrates on the most important thing - raising the value of property for its members.

The INvest2 system has been successfully localized, adapted and implemented in the countries of the CEE region - Croatia, Slovenia, Serbia, Macedonia and Albania, while in Kosovo it has been implemented as a central state register of members. As pension funds dominate in size, both in the number of members and in the amount of assets they manage, INvest2 has proven to be a reliable system in dealing with a large amount of data and the number of transactions.  

INVESTMENT FUNDS

In addition to all the above characteristics of the system, INvest2 in the configuration for investment companies also supports the management of various types of investment funds, and the management of a large number of private portfolios. Given that investment funds use a large number of investment strategies and consequently complex financial instruments, the INvest2 system through a series of advanced analytical modules forms the basis for the process of making and implementing investment decisions. In addition, the level of methodological configurability allows the user to create unique investment products, differentiation in a saturated market. It is harmonized with the legislation of the countries in which the investment companies operate and the specific business practices of the respective markets, and some modules have been implemented in most of the leading investment fund management companies in the region. 

BANKING

In the field of banking, it is used primarily as an IT solution to support deposit banks, but also as a technological solution for the treasury and private banking department. Namely, INvest2 enables complete monitoring of bank accounts, personal accounts of clients and valuation of assets for several portfolios - from private portfolios to different types of funds managed by different management companies. It also provides the possibility of bookkeeping and financial reporting in conjunction with other systems of the bank such as a common customer base, general ledger, and similar.

INSURANCE COMPANIES

INvest2 is also a solution for managing and valuing investments of insurance companies (including pension insurance companies), which can be structured into various portfolios of securities, deposits and other financial instruments. One of the main features of the INvest2 system is configurability, which allows the solution to be adapted to various methodologies of valuation, crediting or (sub) legal regulations. The system monitors the value of the portfolio for the purposes of their management, their bookkeeping according to the legislation of the competent institutions and reporting, regulatory or internal. The exchange of information is enabled by various interfaces to other systems, including with its own INsurance2.

INsurance2 Core Solution

Nowadays, it is important to be able to quickly adjust your insurance offer. INsurance2 allows your employees to create new products themselves, enter them into the system and customize the service portfolio, without additional programming or custom development. This significantly shortens the time of product introduction to the market and increases the flexibility of the insurance company. At the same time, product flexibility raises customer satisfaction.

INsurance2 also takes care of all procedures for keeping the customer register, product documentation and other documents, arranging and concluding insurance, calculating premiums, reporting and processing claims, accounting and finance, and related production and export of reports.

All of these are indispensable tasks of every insurance company, which is why we call it a fundamental solution that supports all property, life, health and all other types of insurance in one place.

INsurance2 is a reliable solution, tested with the largest insurance companies in the region. It is fully compatible with modern requirements for import and export of data from all channels of communication with policyholders. It can also be introduced gradually, in individual series.

Scalability

INsurance2 is suitable for all sizes of organizations and all phases of the company's life cycle - for insurance companies that are just starting out or introducing new areas, as well as for large established insurance providers with millions of policyholders.

Supervision and analytics

The management of the insurance company gets the opportunity to monitor the entire business. Built-in predictive analytics allows you to project results and take quick action.

Connectivity

The solution is integrated as standard with IN2 CRM and BusinessConnect operations and can be connected to other background systems and web services. It is built into the new INsurance2 digital platform.

Learn more about INsurance2


INsurance2 Digital Platform

A software platform that is added on top of existing basic and background solutions of insurance companies.

It allows the insurance company to add new mobile and digital channels, applications and tools faster by connecting to the platform, which is a task that takes several hours - as opposed to connecting new applications or web portals and stores directly to CRM, core or BI solutions, which takes months. It also eliminates the need for individual data aggregation between these separate systems.

Learn more about IN2surance2 Digital Platform.


Insurance2 Digital Customer

INsurance2 Digital Customer is a CRM solution based on almost 30 years of experience in software development for insurance companies of all sizes. It is based on an open architecture supported by a rich set of interfaces for easy integration with other IT systems.

The flexibility of the system ensures applicability in various business activities; from online sales, document management, report generation, interactive collaboration of several thousand users and many others.

INsurance2 Digital Customer is fully tailored to the specific needs of each user and has so far been successfully implemented in more than 20 insurance companies in Europe.

INsurance2 Digital Customer enables:

  • integration with social networks, multichannel communication and synergy
  • automated sales process
  • targeted marketing with advanced tracking of customer habits
  • call centre management, with support for input and output processes
  • detailed adjustments to dashboards and reports
  •  timely and effective customer support
  • portals for users and end customers 

Learn more about INsurance2 Digital Customer


Selected clients

Zagrebačka banka - Unicredit Group
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Zagrebačka banka - Unicredit Group

Raiffeisen Bank Austria (Zagreb)
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Raiffeisen Bank Austria (Zagreb)

Erste Asset Management (Zagreb)
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Erste Asset Management (Zagreb)

ZB Invest
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ZB Invest

Allianz ZB – obvezni i dobrovoljni mirovinski fondovi
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Allianz ZB – obvezni i dobrovoljni mirovinski fondovi

Croatia osiguranje – dobrovoljni mirovinski fondovi
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Croatia osiguranje – dobrovoljni mirovinski fondovi

Raiffeisen – obvezni i dobrovoljni mirovinski fondovi
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Raiffeisen – obvezni i dobrovoljni mirovinski fondovi

Hrvatska agencija za nadzor financijskih usluga
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Banka Intesa Sanpaolo (Koper)
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NLB Skladi
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Nova Kreditna Banka Maribor
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Sava Infond
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Triglav pokojnine
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Modra zavarovalnica
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Sava penzisko društvo
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KB prvo penzisko društvo
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DDOR-Garant
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Raiffeisen Invest & Raiffeisen Future (Beograd)
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Fondi Slloveno-Kosovar i Pensioneve
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Raiffeisen INVEST (Tirana)
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