Fundvis

⌛ Final Countdown to DORA ⌛ Key takeaways from yesterdays ESA’s DORA Dry Run Webinar: ❌ Excel is no longer a valid tool. The dry-run exercise emphasized that Excel's format was unsuitable for managing registers of information, as it lacks the ability to adequately show connections and dependencies. The use of CSV formats was highlighted as necessary to ensure compatibility with the reporting requirements. 🗞️ All data must be submitted in ZIP format containing individual CSV files for all templates included in the register of information. This approach was used in the dry run and will continue for official reporting.  🎄 The final technical package, including the Data Model and Validation Rules, will be published before Christmas to prepare for the official reporting phase in 2025. Compliance doesn’t have to be complicated. The right software solution can make the process smooth and ensure your Register meets all requirements.   📩 Let us simplify DORA for you—contact us at [email protected] today!

📢 Today is the last day to register with "First-In rate". 💡 Do not hesitate to join ALFI - Association of the Luxembourg Fund Industry first Digital Finance conference on this special #DORA D-3! 🗓️ Check out the agenda here : https://lnkd.in/gu2ep29g We are looking forward to seeing you on Tuesday 14 January 2025 in Luxembourg. #Digital #Finance #InvestmentFunds #Luxembourg #Tokenisation #DigitalResilience #Conference #FundIndustry #DigitalAssets #TokenisedFunds #AI #ICTProviders Paolo Brignardello Maria Siano Alan Picone Fabian De Keyn, CQF Olga Frenkel, CPA Grainne Goodman Jérôme Duchêne Tilo Reichert, CAIA, CFA, FRM Raoul Mulheims Raoul Heinen Rodolphe Buis Rebecca Venis Laurence REPERT Leonhard Kossmann Norman Finster Martin Reinhard Julien Wolff Thierry Santarelli Britta Borneff

🚨 The final countdown to DORA is on! 🚨 With the Digital Operational Resilience Act (DORA) coming into force on 17 January 2025, it’s the perfect time to tune into the last episode of our DORA Talks podcast! In this episode, we had the privilege of hosting Isadora PARDO, Senior VP Industry Affairs at ALFI - Association of the Luxembourg Fund Industry. 🎙️ 🔎 In just 35 minutes, you’ll get: ✅ Best practice insights from ALFI's working group on DORA. ✅ Action plan advice for the final weeks before DORA kicks in. ✅ Clarity on the Register and how to navigate it. ✅ Insights on balancing governance and responsibility between IFMs and ICT TPPs. 📢 Whether you're actively implementing DORA or just getting started, this is an absolute must-listen! 🎧 Don’t miss it—get the insights you need to succeed. #DORA #DigitalResilience #OperationalResilience #Podcast #ALFI #FinTech #Compliance #IFM #ICT

🚨 The final countdown to DORA is on! 🚨 With the Digital Operational Resilience Act (DORA) coming into force on 17 January 2025, it’s the perfect time to tune into the last episode of our DORA Talks podcast! In this episode, we had the privilege of hosting Isadora PARDO, Senior VP Industry Affairs at ALFI - Association of the Luxembourg Fund Industry. 🎙️ 🔎 In just 35 minutes, you’ll get: ✅ Best practice insights from ALFI's working group on DORA. ✅ Action plan advice for the final weeks before DORA kicks in. ✅ Clarity on the Register and how to navigate it. ✅ Insights on balancing governance and responsibility between IFMs and ICT TPPs. 📢 Whether you're actively implementing DORA or just getting started, this is an absolute must-listen! 🎧 Don’t miss it—get the insights you need to succeed. #DORA #DigitalResilience #OperationalResilience #Podcast #ALFI #FinTech #Compliance #IFM #ICT

Following our recent video featuring Angela Lombardo, it’s time to showcase the incredible #benefits of our #DueDiligence module! 🚀 #Streamline your processes with #automated reporting and #customized risk assessments—freeing up your time to focus on what truly matters!  ⏱️  Leverage standardized #KPIs for continuous #oversight, ensuring you have effective monitoring of all compliance efforts. Experience seamless #integration with your existing tools and enjoy comprehensive audit trails that simplify your workflow. Plus, enhance your counterparty relationships by fostering #collaboration and trust through open #communication.  🤝 Ready to transform your compliance strategy? Explore the power of our Due Diligence module and request a demo today! 🌟 #DueDiligence #Fundvis #ComplianceSolutions #AutomatedReporting #KPI #AuditTrails #OperationalEfficiency #StreamlinedProcesses #FundManagement #BusinessCollaboration

We are excited to share a new video where Angela Lombardo, our Business Developer at Fundvis, will show you how our Due Diligence module is a game-changer for professionals seeking comprehensive compliance oversight. 🔍Comprehensive Overview: Our dashboard provides a complete view of your funds, displaying risk levels and questionnaire completion percentages in real-time. Say goodbye to inefficient reporting—make informed compliance decisions effortlessly! ⚖️Qualitative Risk Scoring: With Fundvis, you can evaluate and manage compliance risks with pinpoint accuracy. Our automated data analysis delivers transparent insights into each fund’s risk profile, allowing for confident decisions while reducing the burden of manual effort. 📅 Due Diligence Status Planning: Stay ahead of the curve with our automated planning feature, ensuring regular reviews and real-time updates on each fund’s compliance status. Enjoy timely and efficient management, eliminating the hassle of manual tracking. Transform your compliance strategies and enhance your due diligence processes with Fundvis. Watch the video now! #Fundvis #DataAutomation #ComplianceInnovation #DueDiligence #CollaborativeSuccess

Yesterday, in collaboration with the The LHoFT - Luxembourg House of Financial Technology we hosted an impactful session on the Digital Operational Resilience Act (#DORA). It was a fantastic opportunity to unite financial institutions across #Luxembourg and dive deep into strategies for achieving compliance and enhancing operational resilience in today’s ever-evolving landscape. With no transitional period, compliance is urgent, and companies must act now to ensure they meet the requirements. The recent statement from the #ESAs underscores this urgency, confirming that financial entities are expected to be fully compliant as the application date approaches. ⏳ During the session, our own Leonhard Kossmann made a compelling case for the role of #automation in streamlining compliance efforts. 🤖 By leveraging automation, financial institutions can not only enhance their efficiency but also ensure they meet the increasingly complex requirements set forth by #DORA. This approach is particularly vital as entities assess their readiness in terms of #ICT risk management and incident reporting, which are directly addressed in the #ESAs’ guidance. Anaïs Sohler emphasized the necessity of updating #ICT outsourcing contracts, aligning with the #CSSF’s reminder that all essential arrangements must be documented and submitted by April 30, 2025. 📄 Olivier Trientz shared insights about implementing a robust 360° #cybersecurity strategy, stressing the need to classify and report major #ICT-related incidents from the very first day of compliance. 🚨 This will be managed through the #eDesk platform as mandated by the #CSSF. Vojtech Volf outlined practical steps for effectively managing #ICT risks, reinforcing how #NCAs will evaluate compliance based on entities’ size, complexity, and risk profile. 📊 As we move forward, it is more crucial than ever for companies and their #ICT third-party providers to actively align their operational setups with #DORA requirements—particularly through automation strategies that address the new expectations. A heartfelt thank you to everyone who participated and contributed their expertise to this engaging event at the #LHoFT! Together, we’re advancing our industry towards greater resilience and compliance! 💪 For further insights and guidance on #DORA preparedness, check out this important publication: https://lnkd.in/dANri6_W #DORA #Compliance #OperationalResilience #Fundvis #LHoFT #FinTech #RiskManagement #CSSF #EBA #ESMA

#FFM 🏦 is calling! See you tomorrow at the LPEA - Luxembourg Private Equity & Venture Capital Association Private Equity seminar in Frankfurt. Looking forward ☕ #FundTech #DORA #DD #RegulatoryReporting #FundMasterData

🌟 Leading by Example: CSSF Adopts Sovereign AI for the Financial Sector 🌟 Exciting news from the Luxembourg financial sector! The Commission de Surveillance du Secteur Financier (CSSF) has unveiled its cooperation with Clarence, its groundbreaking initiative to integrate sovereign Artificial Intelligence. This visionary step underscores the critical importance of secure, autonomous AI in reshaping financial services. At Fundvis, we applaud this bold move as a testament to the power of AI in transforming the financial sector. As an AI-driven automation platform for the fund industry's back office, we are proud to support fund managers and financial institutions in navigating this evolution. Our advanced solutions streamline operations, enhance compliance, and empower fund managers to stay competitive in an AI-enabled world. 📈 How Fundvis Helps: ➡️ A ready to use software to automate your Backoffice workflows to save time and reduce errors. ➡️ Empowering you to be more productive with the same Team while producing less cost. ➡️ Equipping fund managers with tools to thrive in a rapidly evolving landscape and create a competitive advantage for themself. The CSSF's example is a rallying call for the financial sector to embrace the opportunities AI offers. At Fundvis, we're here to ensure fund managers are not just part of this transition but at the forefront of it. 🚀 💡 Let's shape the future of finance together. Contact us to learn how Fundvis can help your organization embrace AI innovation with confidence. #AI #Innovation #FundManagement #Automation #CSSF #Fundtech #FinanceTransformation #Fundvis

🎯 The Fundvis Luxembourg team had a great day coming together for a product sprint focused on our latest development: the new Fundvis #AI-Assistant. Our promise: Every Fundvis user will have a team of smart digital assistants to handle ALL repetitive, non-value-adding fund administration tasks—so you can focus on what truly matters! Exciting things are ahead—stay tuned! #TeamFundvis #AI #Innovation #ProductDevelopment