Case Study: ClearView Wealth achieves real-time statutory reporting and saves two FTEs with Oracle Cloud ERP

ClearView Wealth gains real-time statutory reports with Oracle ERP Cloud

ClearView Wealth Ltd., an Australian financial services company offering life insurance, superannuation and financial planning, faced time-consuming manual collation of statutory and management reports using Oracle PeopleSoft and aging hardware. The firm needed faster, flexible reporting to meet changing regulatory requirements, free finance staff for analytical work, and simplify IT management and costs.

By migrating to Oracle Cloud Financials/ERP with KPMG, ClearView gained real-time, multi-dimensional reporting and automated end-to-end finance processes, saving the equivalent of two full-time roles and improving staff engagement. The cloud solution reduced IT overhead by shifting infrastructure management to Oracle, enabled rapid implementation and integration with existing PeopleSoft data, and delivered timely insights for faster business decisions.

ClearView

Louise Hulley

Head of Financial Management and Operations