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Level 2 of the SFDR requires insurance companies to disclose a wide range of new product information – both before the policy is taken out and throughout its life. As a provider of multiple investment options (MOPs), Nürnberger Lebensversicherung AG was faced with the challenge of establishing an efficient and customer-friendly reporting solution.
The traditional company (founded in 1884) had already had very good experiences with cleversoft’s PRIIPS and ESG services as well as with our FactsheetsLive ToolTM. The decision was therefore made to put the automation of SFDR-Level 2 reporting in the hands of cleversoft.
Within a short period of time, a requirements analysis was carried out and a project roadmap drawn up. After the successful implementation, Nürnberger Lebensversicherung received a lot of positive feedback on its informative and clearly designed FactsheetsLiveTM page. As a result, the cleversoft service not only increased reporting efficiency, but also indirectly increased customer satisfaction.
Patrick Schwab, Product Management Officer, Nürnberger Lebensversicherung AG, also praises the overall good cooperation with cleversoft:
“Thanks to the regular exchange with Lisa Waldherr, we were very well informed about the new regulations and cleversoft’s services. We were then quickly assigned a contact person for the project. Overall, we have a very good exchange with our contacts at cleversoft. The reporting of BUGs via the JIRA system works very well”.
We are pleased with the positive feedback and wish our customers in Nuremberg continued success with cleversoft’s services.
