Tinext
Thalia SA: funds under control from all over the world.
The client needed a solution to easily manage its online presence and to create a privileged communication channel with its customers. Financial information, moreover, had to be presented according to security restrictions and complying with international regulations on financial data distribution.
Customer
Thalìa Invest is an alternative asset management company 51% owned by BSI SA (one of the oldest and most reputable banks in Switzerland) and 49% by Generali Investments (Italy).
The solution
Thanks to Magnolia CMS flexibility and to custom extensions on Magnolia PUR Module developed by Tinext developers team, the website can manage not only users registration but also a presentation of contents that reflects users profile. A creation of a personal basket of funds is also allowed.
Strengths
The client benefited of several improvements both on website visitors and website authors:
- simple management of website contents
- simple financial information update via excel file upload
- integration and extension of Magnolia Public User Registration (PUR) Module
- workflow for approval of users subscriptions
- personalized access to funds’ information
- users are allowed to create their own portfolio of funds (MyThalia), constantly updated over time
- simple funds information update via Magnolia DATA Module
