CA_UNEXO_v_4c
UNEXO

Ensure traceability of contractual commitments to improve day-to-day operations and audit trails

Challenge: UNEXO wanted to keep track of a large number of contractual commitments linked to their financing operations, while guaranteeing that information was shared between the various team members, methodical completion, follow-up quality and traceability.

After two years of using Kls Desk's Debt Tracking application :

2
days saved
per month

for around twenty Participations, particularly at the end of each quarter, half-year and year.

2
weeks saved
per year per FTE

for commitment monitoring.

3
use cases

monitoring by UNEXO on the platform: Club deal, bilateral operations, participation monitoring.

Customer needs

Ensure traceability of contractual commitments to improve day-to-day operations and audit trails.

 

Kls solutions

With the Debt Tracking application, UNEXO teams can :

  • Save time in monitoring commitments, thanks to automatic reminders to issuers
  • Gain greater visibility over the commitments and status of financing in their portfolios, thanks to the "Overview" function.
  • Provide complete audit trails in a matter of seconds, thanks to the ability to add guest users, consult activity feeds and export data.


Results

By using the Kls Desk platform, UNEXO teams benefit from a time-saving tool that eliminates time-consuming tasks with little added value.

The platform ensures that their operations are properly tracked, minimizing the risk of errors and omissions in controls. In addition, the Kls tool serves as a basis for risk audit trails.

Finally, by digitizing the relationship with their issuing customers, making it easier for them to receive documents, providing a dashboard of upcoming controls and centralizing information, is a guarantee of modernity and performance.

 

About UNEXO

SECTOR
Investment funds

KEY FIGURES
4 Regions
16 departments covered
30 years of regional support
650 M€ investment capacity
+ 350 companies supported since its creation

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"With Kls Desk, I can be sure that my commitments are monitored and controlled. I have a quick overview of the reminders I need to make. So I can prove, at every stage, that I've been diligent about our follow-up. What's more, our issuers benefit from a clear view of the commitments signed and can prepare for them."
Gregory Derrien
Grégory Derrien

Business Manager @ UNEXO