Case Study: Odyssey achieves brochure-quality, user-friendly wealth reporting and increased market share with OpenText Analytics

Odyssey Partners with Actuate to Deliver IndustryLeading Solutions for Private Wealth and Asset Management

Odyssey Financial Technologies is a leading provider of private wealth and asset‑management solutions used by more than 180 institutions in 29 countries and 15 of the top 25 European banks. As client expectations for intuitive, high‑quality reporting grew, Odyssey’s legacy SQR reporting platform became a competitive liability, lacking a modern user interface and flexible output options.

Odyssey integrated the Actuate RIA reporting platform—selected for its attractive interactive UI, embeddability, open architecture and multi‑format outputs (web, PDF, Excel)—into its private banking and CRM offerings, completing the integration on time with minimal internal resources. The result was brochure‑quality, regulatory‑compliant reports that improved service for high‑net‑worth clients, sped time‑to‑value, strengthened sales and customer support, and helped Odyssey win more business and grow profitability.

Odyssey

Fabrice Bidard

Product Marketing Manager, Odyssey Financial Technologies