Case Study: Netfonds achieves consolidated KPI visibility and accurate commission controlling with Jedox

Financial Services Provider Netfonds Uses Jedox for a Bird’s Eye View on All Kpis

Netfonds AG is a German 360° financial services provider and broker pool managing over €13 billion in assets and employing 200+ people. The FP&A team needed a more flexible planning and reporting solution than their legacy SAP-based tool: aggregated DATEV data made it difficult to drill into account developments, perform dynamic analyses, and introduce company-wide financial and margin controlling for individual products.

Netfonds implemented Jedox in six months, integrating DATEV and two proprietary accounting systems to create a consolidated data pool and Excel-based front end. Within three months KPIs were defined and reports followed, and about 30 users (including the board) now use the system for accurate commission accounting, drill-through to posting lines, faster evaluations, and higher trust in the data — delivering quick KPI overviews and strong user acceptance.

Netfonds

Stefan Görtz

Head of Controlling