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Financial Services

Regulatory Reporting Automation

Complexity
High
Timeline
8-12 weeks
Outcomes
4+

Challenge

Financial institution manually compiling quarterly regulatory reports across multiple systems consuming 160 hours per quarter.

Solution

Automated regulatory reporting in Salesforce with scheduled data extracts, validation rules, and pre-configured report templates.

Key Outcomes

  • 160 to 8 hours per quarter (95% reduction)
  • 100% reporting accuracy
  • Automated data validation
  • One-click report generation

Tags

ComplianceReportingAutomationRegulatory

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Implementation Timeline

8-12 weeks
High Complexity

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