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M&G Investments·Other Partners

Underwriting Information Portal

M&G Investments is a global asset management firm requiring secure systems to manage underwriting data, analytics, and internal reporting workflows.

FinanceSecurityCRMAnalytics

60%+

faster data access & reporting

M&G Investments

What We Set Out To Do

Objectives

01

Build a secure underwriting information portal

02

Enable restricted access and user role management

03

Provide analytics and reporting within the CMS

04

Track user behavior and engagement metrics

05

Ensure high-level financial data security

How We Built It

Codeeaq's Approach

We engineered a secure, analytics-driven platform focused on financial data protection and operational efficiency.

Underwriting Portal

Built a centralized system to manage underwriting data securely with controlled user access.

User Management

Implemented role-based access control for restricted and secure usage.

Analytics Integration

Integrated Matomo analytics to track downloads, page visits, and time spent.

Reporting System

Enabled real-time reports and insights directly within the CMS dashboard.

Platform Delivery

How It Worked

01

Users access the portal through role-based authentication

02

Data is securely managed and displayed within CMS modules

03

Matomo tracks user activity including page visits and downloads

04

Reports are generated and viewed directly within the system

Outcomes

Results

Secure access

ensuring protection of financial data

Real-time insights

through integrated analytics

Improved efficiency

in underwriting workflows

Conclusion

The platform enhanced M&G's underwriting operations with secure access, real-time analytics, and scalable reporting capabilities.

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