MUFG投资者服务降低了风险，同时提高了客户的信任度和保留率

Gaining and retaining customer trust is an essential part of asset servicing. MUFG Investor Services, much like its peers, followed industry-standard processes for calculating carried interest. These processes were inherently time-consuming, manual, and spreadsheet-based. Each MUFG office used a different model to complete the calculations, introducing inconsistency, inefficiency, and risk due to data accuracy and integrity issues. “Getting the carried interest calculation wrong not only impacts our reputation, but also our clients’ profit and loss,” explains Mike Dickey, Head of Core Product.

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Automating the process in a controlled environment would, therefore, mitigate risk and improve efficiency, and also differentiate MUFG from its competitors by gaining and retaining customers with data that customers can trust. MUFG created that controlled, automated environment with Anaplan.

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MUFG implemented the Anaplan platform with the help of specialist partner Lionpoint Group, including enablement of MUFG’s business users to own and operate the solution on their own.

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With Anaplan, Dickey reports, MUFG can process carried-interest calculations 85–90% faster and provide clients with forecasting scenarios through “what-if” analyses. “Calculations that once took four to five hours can be done in 30 minutes with Anaplan,” says Dickey. “Also, we can set up models 50% faster than before.” With 500 models in MUFG’s portfolio, fast set up means quicker responses to customer inquiries.

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Beyond the numbers, automation and control of the calculations eliminate the operational and reputational risk inherent in the company’s old processes. Anaplan dashboards allow the MUFG team to provide clients with a web-based view into how carried interest is calculated—an impossibility before. “Anaplan has enabled us to create a differentiator out of what is usually considered a commodity service,” notes Dickey. “This helps us retain customers through increased trust.

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MUFG chose Anaplan for its real-time, in-memory computing and analysis capabilities, as well as its easy-to-use user interface and ability to integrate with MUFG’s existing platforms without extensive IT support.

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The company plans to provide its customers with a mirror image of its internal model, allowing customers to perform their own scenario-based forecasting. This will further differentiate MUFG’s asset servicing from its competitors. An Anaplan Center of Excellence has been established to streamline future rollouts to other asset strategies and overall corporate financial planning and analysis(FP&A).

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Anaplan is one of the few tools we have encountered that does exactly what we asked it to do,” Dickey concludes. “It has allowed us a level of flexibility that we did not previously have.

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获得和保持客户信任是资产服务的重要组成部分。MUFG投资者服务公司与同行一样，在计算附带权益时遵循了行业标准流程。这些过程本质上是耗时的、手工的和基于电子表格的。每个MUFG办事处使用不同的模型来完成计算，由于数据准确性和完整性问题，引入了不一致、低效率和风险。核心产品主管迈克•迪基(Mike Dickey)解释说:“附带权益计算错误不仅会影响我们的声誉，还会影响我们客户的盈亏。”

因此，在受控环境中实现流程自动化将降低风险并提高效率，三菱ufj金融集团还可以通过客户可以信任的数据获得和留住客户，从而使其与竞争对手区别开来。三菱ufj金融集团利用Anaplan创建了这种受控的自动化环境。

MUFG在专业合作伙伴Lionpoint Group的帮助下实施了Anaplan平台，包括使MUFG的业务用户能够自行拥有和操作该解决方案。

Dickey报告称，有了anplan，三菱ufj金融集团可以以85-90%的速度计算附带权益，并通过“假设”分析为客户提供预测场景。迪基说:“以前需要4到5个小时的计算，在Anaplan上只需要30分钟就可以完成。”“而且，我们建立模型的速度比以前快了50%。”三菱ufj金融集团的产品组合中有500种型号，快速安装意味着更快地响应客户的咨询。

除了数字之外，计算的自动化和控制消除了公司旧流程固有的运营和声誉风险。一个plan的仪表板允许三菱ufj金融集团的团队向客户提供一个基于网络的视图，了解附带权益是如何计算的——这在以前是不可能的。迪基指出:“Anaplan使我们能够在通常被认为是商品服务的基础上，创造出一个与众不同的产品。“这有助于我们通过增加信任来留住客户。

MUFG选择anplan是因为其实时内存计算和分析能力，以及易于使用的用户界面，以及与MUFG现有平台集成的能力，无需广泛的IT支持。

该公司计划向客户提供其内部模型的镜像，允许客户进行自己的基于场景的预测。这将进一步使三菱ufj金融集团的资产服务与其竞争对手区别开来。已经建立了一个Anaplan卓越中心，以简化其他资产战略和整体公司财务规划和分析(FP&A)的未来推广。

Anaplan是我们所遇到的少数几个完全符合我们要求的工具之一，”Dickey总结道。“这给了我们一定程度的灵活性，这是我们以前没有的。