Data and analytics · Financial services
Automated reporting saved a $90B investment firm $1.4M a year.
At a glance
A data and analytics platform the firm owns, run by two people instead of fourteen.
$1.4M
A year in reporting labor freed, $4.2M over three years.
5x
Return on the investment within three years.
86%
Less reporting effort, from 14 people to 2.
The challenge
Fourteen people, Excel and a dozen data formats.
The firm managed about $90 billion through funds and separate accounts worldwide. Reporting relied on 14 people importing data into Excel from many sources, adjusting it by hand and building reports for each business area.
- Every provider sent data in its own format and on its own schedule
- Some providers had no standard way to send data at all
- The CFO and COO wanted a platform the firm owned, with room to grow without adding staff
Our approach
Fix the source before automating the report.
Automating the existing reports as they stood would have locked in their inconsistencies. BroadPoint traced how each report was built, where each number came from and who owned it, then designed and built the platform in four phases.
- Discovery that mapped every report, source and process, with a roadmap tied to the CFO and COO’s priorities
- A data warehouse on the firm’s own cloud, fed automatically by 68 datasets from 8 providers, including Northern Trust and the Bloomberg Terminal
- A reporting engine that creates and delivers standard reports with no manual steps
- Executive dashboards with row level security, with every metric calculated once in the warehouse
- A secure upload tool for providers with no API or file transfer option, held to the same checks as every other feed
The impact
Numbers the board, auditors and regulators can trace.
- About $1.4M a year in reporting labor freed, $4.2M over three years
- Two people run what took fourteen
- Every data load validated and logged, with an audit trail behind every figure
- New funds, data and reports plug in without adding reporting staff
- A platform the firm owns outright, with no licence lock in
What made the difference
Lessons that apply beyond asset management.
- Master data first: securities, accounts and markets matched across systems before any report was built.
- One definition per metric, calculated once and reused everywhere.
- One ingestion standard, so every feed passes the same checks.
Selected clients
