Wealth Management – Fund Performance Flyers
This case study shows how a large Australian financial services company used SolveXia’s automated processes to solve its fund performance flyers issue.
Client: Australian financial services company with 500,000+ customers and a market cap of $3.3 billion.
Problem: Need to prepare flyers detailing the performance of each of their investment funds for advisors and public.
Solution: Automated solution to produce and validate 14 flyers, each containing details of up to 50 funds.
- 60 automated steps in the process.
- End-to-end process runs in 1 hour.
- Categorises approximately 500 funds.
- 4 data files used as inputs to the process.
- 15 completed flyers in pdf format created automatically.