--- title: Gathering and Sharing Firm News and Reports – without the Pain description: Learn about key events in time and make high-quality decisions.This global asset manager tracked news on its portfolios on a daily basis. However, merging and channeling the data was proving a challenge. The firm also tracked financial performance on a quarterly basis, but updates weren’t reaching portfolio managers quickly enough. image: https://offers.evalueserve.com/hubfs/FS/FS%20Case%20Studies/Case%20Studies%20-%20FS%20campaigns/Landing_Page_header_shutterstock_362695028-1900x650.jpg --- [![Evalueserve-Logo-Dark-Grey](https://offers.evalueserve.com/hubfs/Evalueserve-Logo-Dark-Grey.svg)](https://www.evalueserve.com/?hsLang=en-us) ![Landing_Page_header_shutterstock_362695028-1900x650](https://offers.evalueserve.com/hs-fs/hubfs/FS/FS%20Case%20Studies/Case%20Studies%20-%20FS%20campaigns/Landing_Page_header_shutterstock_362695028-1900x650.jpg?width=1900&name=Landing_Page_header_shutterstock_362695028-1900x650.jpg "Landing_Page_header_shutterstock_362695028-1900x650") ![LP_CS icon](https://offers.evalueserve.com/hs-fs/hubfs/FS/FS%20Case%20Studies/CS%20Pictures/LP_CS%20icon.png?width=141&name=LP_CS%20icon.png) # **Gathering and Sharing Firm News and Reports – without the Pain** #   [![DOWNLOAD](https://no-cache.hubspot.com/cta/default/442173/998f96fb-3568-4dc4-b609-91988ce79a8f.png)](https://cta-redirect.hubspot.com/cta/redirect/442173/998f96fb-3568-4dc4-b609-91988ce79a8f) ## **Learn about key events in time and make high-quality decisions** Our client, a global asset manager, tracked news on its portfolios on a daily basis. However, merging and channelling the data was proving a challenge. They also tracked financial performance on a quarterly basis, but updates weren’t reaching portfolio managers quickly enough. To help them, we used automation and process redesign to improve both speed and information quality. Read this in-dept case study to discover: - How we cut the time spent on researching and formatting portfolio newsletters in half - How we automated factual reporting to free analysts from manual work - How turnaround time on financial reports was shortened from two or three days to same-day. **Interested in finding out how automation tools could accelerate information flows in your business? Contact us today! ** - - - - [mailto:?&subject=Gathering%20and%20sharing%20firm%20news%20and%20reports%20-%20without%20the%20pain&body=I've%20just%20come%20across%20an%20interesting%20new%20resource%20and%20I%20thought%20you%20might%20want%20to%20check%20it%20too%3A%20https%3A//offers.evalueserve.com/case-studies/gathering-and-sharing-firm-news-and-reports-without-the-pain](mailto:?&subject=Gathering%20and%20sharing%20firm%20news%20and%20reports%20-%20without%20the%20pain&body=I've%20just%20come%20across%20an%20interesting%20new%20resource%20and%20I%20thought%20you%20might%20want%20to%20check%20it%20too%3A%20https%3A//offers.evalueserve.com/case-studies/gathering-and-sharing-firm-news-and-reports-without-the-pain) ### TELL US YOUR CHALLENGE © 2023 Evalueserve. All rights reserved. - [Imprint](https://www.evalueserve.com/imprint/) - [Privacy policy](https://www.evalueserve.com/privacy-policy/) - [Cookie Policy](https://www.evalueserve.com/cookie-policy/) - [Terms of use](https://www.evalueserve.com/terms-of-use/) - [Corporate Governance](https://www.evalueserve.com/corporate-governance/) - [Site Map](https://www.evalueserve.com/sitemap/) - [Email Marketing Guidelines](https://www.evalueserve.com/email-marketing-terms-and-conditions/)