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.

Key metrics:

  • 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.

Download the case study

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