La France Mutualiste has successfully onboarded all its unit-linked activities onto the Clearwater JUMP ULF platform, marking a significant digital transformation aimed at automating manual tasks, enhancing operational efficiency, and driving future growth.
La France Mutualiste, a mutual insurance group based in France, specialises in life insurance, pensions, and asset management. With approximately €10 billion in assets under management across a variety of investment types including funds, ETFs, fixed income, equities, and private equity, the group required a comprehensive end-to-end investment lifecycle solution to replace its legacy system and meet its portfolio reporting needs.
The transition to Clearwater JUMP ULF was driven by the increasing volumes in La France Mutualiste’s unit-linked activities and the necessity for a modern, integrated platform capable of handling both its unit-linked and general funds investment operations. Clearwater’s platform will help La France Mutualiste reduce manual processes, inefficiencies, and potential risk exposure in key areas such as order entry, reconciliation, reporting, and custodian communication.
Boris Jacquet, Director of Investment Management at La France Mutualiste, said: “Clearwater offers the automation, scalability, and technology foundation we need to streamline our operations and position our business for sustainable growth. Clearwater JUMP ULF enables us to eliminate manual tasks and optimise our processes. This way, we can focus on the high-impact, strategic work that drives greater value for our business.”
The implementation of Clearwater JUMP ULF will help La France Mutualiste achieve several key objectives:
- Securing investment operations by automating trade entry, reconciliations, and custodian interactions.
- Optimising processes by automating reporting, custodian communications, and unit-linked order transfers.
- Transitioning to a modern technical architecture with seamless version upgrades and a user-driven functional administrative experience.
Emmanuel Fougeras, President of Clearwater’s JUMP products, commented: “La France Mutualiste’s digital transformation journey is an ongoing commitment, and we are dedicated to supporting them at every step. Clearwater JUMP ULF provides a comprehensive, scalable solution that automates the entire investment operation for leading firms like La France Mutualiste.”
