Wealth Management - Fund Performance Flyers

Job description

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This case study shows how a large Australian financial services company used SolveXia's automated processes to solve its fund performance flyers issue.

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.

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Responsibilities

Job requirements

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.

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