Banking institutions in the effort of maintaining a close relationship with their customers, develop, promote and share their own insurance products. This energy and money saving process helps banks to maintain a trusting relationship with the client.

This relationship of trust is enhanced by Uni Systems Bankassurance solutions

Internal Variable Funds Management

The Internal Variable Funds (IVF) application manages collective investments (Individual life plans, group pension plans, retirement plans) via sub-funds (IVF).

• Management of investment activity (holdings, acquisitions) by Customer contract and by IVF

• Monitoring IVF investment portfolios, with full automation of all daily tasks. The IVF portfolio may include all types of investment (shares, mutual funds, bonds, repos, swaps, derivatives).

The application also includes the subsidiary systems AUDIT TRAIL and SECURITY SYSTEM.

UL-iSeries

The "UL-iSeries" product is a comprehensive Bankassurance solution for managing Unit Linked products on the iSeries (AS/400) platform, which combines Insurance Firm, mutual funds and sales network.
There is capability to communicate (interface) with any Mutual Fund Management Company or Internal Variable Fund application.

The subject of the investment is MF shares in any currency, whether originating in Greece or abroad.
The customer's Contract is the basis for monitoring the investments.

The various transactions are executed by Contract and generate applications to participate in or redeem MFs. The clearing process has the capability of real-time/online crediting-debiting of the Central Bank System.

Interconnection with General Accounting via automated accounting articles.