Case Study: Hof Hoorneman Bankers delivers real-time, personalized investment insights to customers with Information Builders' WebFOCUS

Hof Hoorneman Bankers Delivers Investment Information via WebFOCUS

Hof Hoorneman Bankers is an independent value-focused investment manager that needed to give more than 500 clients a daily, personalized digital view of their portfolios—covering wealth, yield, allocations and efficiency—while improving transparency and advisor-client communications. The challenge was to combine real-time and historical data from diverse systems into secure, easy-to-use reports without changing the bank’s core systems.

Using Information Builders’ WebFOCUS, Active Technologies and professional services, the bank launched a customer-facing BI portal with personalized dashboards and interactive Active PDF eStatements that integrate live and historical data. Deployed in six weeks, the solution lets clients review accounts daily and advisors provide timely input, prevents data duplication, strengthens security, improves customer satisfaction and online engagement, and helps attract new clients.

Hof Hoorneman Bankers

Jaco Aardoom

Managing director