Back to Use Cases
Asset Management
Personalized Client Reporting at Scale
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Manual creation of customized investor reports for hundreds of institutional clients consuming excessive time and resources.
Solution
Automate investor reporting using Salesforce with dynamic report templates, fund data integration, and scheduled delivery to investor portals.
Key Outcomes
- Automated personalized report generation
- Scalable to thousands of investors
- Self-service investor portal access
- 85% reduction in manual report creation
Tags
reportingautomationasset-managementinvestor-portalscalability
Implementation Timeline
12-16 weeks
High Complexity