Videos
Cinnamon on film.
Each film shows, in half a minute, a problem from everyday reporting and how Cinnamon solves it.
Conversational AI
Call and wait. Or ask the report.
Until now it meant waiting until the relationship manager was free. Now the report answers the question in 13 seconds.
Text of the film
- Before: Call and wait.
- Your relationship manager is on another call.
- New: Ask the report.
- “Where does my return come from?”
- ✓ Answered in 13 seconds
- Your clients have questions. Your report answers.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
The report wakes up.
Searching a 32-page PDF, and nobody answers. On the web, the report answers the question itself.
Text of the film
- Before: Searching 32 pages …
- “Where does my return come from?”
- Nobody answers
- New: The report, on the web.
- From your report
- Now your report answers.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
Investment reporting
Special requests.
By country instead of by currency, as at end of March, without the benchmark: until now an IT ticket delivered in 2028 at the earliest, now a setting.
Text of the film
- Before: Special requests.
- “Could we show this by country instead of by currency?”
- “And as at end of March, not end of June?”
- “Without the benchmark, please.”
- “And a short version for Mr Meier?”
- IT tickets · report changes – Delivery: Q2 2028 at the earliest
- New: One report. Any view.
- Segmentation, reporting date, benchmark, report profile
- Your report. Any view. On demand.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
Three wishes.
Online, printed and in Excel: until now three workflows, now one report in three channels.
Text of the film
- Before: Three wishes.
- Client: “Can I see it online?”
- Relationship manager: “I need it printed for the meeting.”
- Family office analyst: “And the figures in Excel, please.”
- Fill the portal separately · Fix the layout by hand · Retype the figures
- 3 wishes. 3 workflows.
- New: One report. Three channels.
- Real numbers – ready to calculate in Excel.
- PDF, web, Excel. One seamless report.
- One report – in every channel.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
One position ledger
Chinese whispers.
From securities accounting via export, Excel and e-mail to the client letter: five hand-offs, five numbers. On one position ledger it is the same everywhere.
Text of the film
- Before: Chinese whispers.
- Securities accounting: 4353786.35
- Export to reporting: 4353786,35
- Reconciliation in Excel: 4.35E+06
- E-mail: approx. 4.3m
- Client letter: CHF 4'335'786.35 – “Is that right?”
- 5 hand-offs. 5 numbers.
- New: One position ledger.
- Securities accounting and client report (PDF): 4'353'786.35
- One number. The same everywhere.
- Securities accounting and reporting on one position ledger.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
Reporting as a Service
Night shift.
The quarterly run aborts at 87% at two in the morning. With Reporting as a Service it runs on schedule – even while you sleep.
Text of the film
- Before: The quarterly run.
- Client reports Q2 – running …
- Custodian position file missing · Yesterday's prices loaded · PDF rendering failed · 312 reports without benchmark
- ✕ Run aborted at 87%
- New: Reporting as a Service.
- On schedule – ✓ 12,480 reports delivered, log complete
- Outsourcing to FINMA requirements · Controls and audit rights · Complete audit trail · Operated in Switzerland
- Your reporting runs. Even while you sleep.
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0)
Music in some of the films:
Music: “Inspiring Corporate” by Soundrider/Dope (CC BY 3.0) – CC BY 3.0
Next step
20 minutes live, and you ask the questions
We show Cinnamon on a complete report and answer your questions about how it fits your environment.
Free slots in the calendar, no Microsoft account needed.
Opens your mail client with the enquiry prepared.
Or call us:+41 44 454 84 84
Your contact
Thomas Tscherrig
Cinnamon · bmpi AG