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Gathering and Sharing Firm News and Reports – without the Pain


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!