CoMetrix
CoMetrix consists of a set of vertical modules that enable companies to measure and report on their interactions with their business partners. The modules can be supplied separately, or they can be supplied together as one highly integrated platform. CoMetrix has a financial services industry focus.
In the following sections, we describe the modules that comprise the CoMetrix system.
CoMetrix CRM
Underlying each application is a powerful CRM system. Because business partnerships are based upon effective relationships between individuals, they cannot be left to chance. CoMetrix CRM records and reports business activities, and pro-actively schedules programs of activities to ensure that they happen. A tree-structured representation of the institution/dealer group/practice/sub-office/adviser hierarchy allows the system to faithfully model the real world. more...Compliance Operations
Designed to conform with ASIC RG104, CoMetrix Compliance Operations provides a workflow-based facility to help capture and report compliance review information, generates follow-up action plans, and provides advanced reporting to help institution/dealer group management assess compliance performance. more...Training
Designed for RG146 conformance, CoMetrix Training is a competency-based system that allows management of job roles, competences, and demonstrations of competences by individuals who are assigned to a job role, through course attendance, qualification or equivalent experience. The system models adviser authorisation, accreditations, qualifications and associations, as well as ASIC regulatory requirements. more...Briefcase
CoMetrix Briefcase is a standalone program that, having downloaded practice/adviser information, allows an account manager to record practice visitation artifacts, including follow-up activities, issues, coverage of standard checklists, and completion of compliance action plans. This information is subsequently uploaded to the server, where management may view reports pertinent to these artifacts.Approved Product List
CoMetrix APL enables the administration and searching of product lists that are approved by the dealer group. Powerful management and analysis functions simplify what can be a complex and time-consuming task. more...Financial KPIs
CoMetrix KPI provides for capture and reporting of revenue and FUM metrics,from a variety of sources into a time series database.
KPIs are calculated and accumulated up the hierarchy, which includes the account manager level. A multi-level reporting architecture provides reporting that is relevant to the entities that have been selected, and control over access to the information that is available to that entity.
The system includes P&L, trend and comparison reports. Reporting across ownership groups that change over time can also be accomplished. more...