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The contract reports itself automatically

Reading time: 10 minutes

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Download Case Study Saemor Capital

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Summary

Saemor Capital finds a way to effectively manage an ever increasing stream of contracts and attachments.

 

Challenge

Due to financial regulations, the number of contracts and attachments at Saemor Capital is increasing significantly. How do you ensure up-to-date version control, a clear audit trail, grip on your end dates and contract agreements?

 

 
Saemore 224 x 100

Saemor Capital

Saemor Capital manages investment funds for both retail and institutional investors and is focused on European equity markets. The total portfolio is around US $500 million.

Contract Management Case Study: The contract reports itself automatically

Mochadocs - Contract Management - Case Study - Saemor Capital - Page 2
Mochadocs - Contract Management - Case Study - Saemor Capital - Page 3
Reading time: 10 minutes

Content Case Study

What is the Case Study about

Challenge
Mochadocs - Contract Management - Case Study - Saemor Capital - Page 2

Due to financial regulations, the number of contracts and attachments at Saemor Capital is increasing significantly. How do you ensure up-to-date version control, a clear audit trail, grip on your end dates and contract agreements?

Getting your act together as a financial institution
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Why is contract management so important precisely at her current employer? “As an investment fund manager, we are under strict supervision by the AFM (Netherlands Authority for the Financial Markets - ed.). You can compare it to supervision of banks. We can get an audit and then they really check very carefully whether you have everything in order.”

Download Case Study Saemor Capital

A simple specialized contract management solution

“We do have IT specialists on staff, but why try to reinvent the wheel yourself?” That’s how Saemor Capital ended up with Mochadocs. A specialized cloud solution for managing contracts.

About the advantage of self-implementation

“In the beginning we were offered a kick-off. That was about how to use the software - although that’s pretty logical, you quickly figure out how it works - but also mainly about how you want to manage your contracts. We have chosen to enter all contracts into the system ourselves. That is a good opportunity to go through all the contracts.

What kind of contracts are we talking about?

Mochadocs contract management financial service providers

Contracts with financial service providers

For example, a huge contract with a foreign bank. This includes 8 appendices that they regularly review.

Mochadocs contract management Fund manager

Contracts with a fund manager

Every investment fund has a
external owner.

Mochadocs contract management Research Contracts

Research contracts

Contracts with specialists who share research information about the economy.
These were previously bundled contracts.