GEPE
Pension Fund File Management
The Challenge
MAPFRE managed pension fund files separately, using different tools and systems without a unified view. This fragmentation made it difficult to track each file and trace operations. The organisation needed a solution that would centralise processes, provide a comprehensive view of all positions and leverage synergies with the application already in place for investment funds.
The Strategy
ARENA proposed the development of a pension fund file management module that is fully integrated with the Investment system but designed to operate independently. The strategy included the creation of specific functionalities for contingencies (death, redemption by heirs, seizures and others), as well as a Comprehensive Consultation that clearly groups pension and investment positions. In addition, a common customer/account module was incorporated that allows data to be updated in real time in MAPFRE’s central database.
The Results
With the new solution, MAPFRE was able to centralise the management of pension fund files in a single tool, improving efficiency and reducing process dispersion. Users can now access a global view of positions and consult operations more quickly and reliably. Integration with the corporate database guarantees up-to-date information, while alignment with the Investment Funds solution enhances synergies and ensures consistency in operations. In short, this is a firm step towards the digitisation and optimisation of pension management.
