This case study shows how a diversified financial services provider used SolveXia's solution to fix its superannuation reporting problem.
- 40 steps automated.
- End-to-end process completed in under 3 minutes.
- Combining four sets of data; Holdings, Delisted equities, Blocked funds and Fund relief.
- Checking 500,000 asset holdings for more than 50,000 members.
- Production of three Excel-based exception reports.
- Entire solution configured with less than 10 days of effort.
- Ongoing maintenance and enhancement of solution performed by 1 member of the business team (as/when needed).