Case Study: Aktieinvest reduces operational risk and missed deadlines with Daymi

AktieInvest Streamlining corporate actions, with Daymi

Aktieinvest, an independent Swedish retail investment platform, faced challenges with manual and paper-based back-office processes. Their reliance on Outlook for reminders led to information overflow, difficulty tracking deadlines, and high operational risk, especially during complex corporate actions like IPOs and stock option programs. To address this, they turned to vendor Daymi for a solution involving standardized operating procedures (SOPs).

By implementing Daymi's process templates and flexible notification system, Aktieinvest automated its workflows and created clear, interactive SOPs. This eliminated key staff dependencies, provided full transparency for the team, and ensured deadlines were met, significantly reducing operational risk. Daymi provided the structure for the team to manage ad-hoc processes effectively and stress-free.

AktieInvest

Kristin Kjellberg

Back Office