Case Study: Swedbank Robur achieves major system consolidation and scalable operational efficiency with SimCorp Dimension (SimCorp)

Swedbank Robur unlocks the full potential of using one integrated system

Swedbank Robur, one of Scandinavia’s largest mutual fund managers and a SimCorp client since 2001, faced an inefficient “patchwork” IT landscape of in‑house systems, external applications and spreadsheets that drove manual work, duplicated processes and hampered competitiveness. The firm’s challenge was to consolidate around a single front-to-back platform—SimCorp Dimension—to streamline operations and support its management of more than 80 funds.

SimCorp helped Swedbank Robur consolidate and automate core processes by expanding use of SimCorp Dimension (under a 2012 framework and a strategic 2017 partnership), and implementing integrated data management (via partner AIM Software) to create a golden record. The result: applications were reduced from 80 to 15, STP rates rose significantly, the firm gained scalable capacity to grow without extra resources, achieved MiFID II compliance without reallocating internal teams, and was named among the most cost‑efficient asset managers in BCG’s 2015–2017 surveys. SimCorp’s ongoing strategic agreement ensures Swedbank Robur receives new standard functionality as released.

Swedbank Robur

Fredrik Ulfhielm

Chief Product Owner & Head of Business Development