Deliver personalization via report automation

Asset Management

Deliver personalization via report automation

A leading asset management firm personalized offerings by automating processes to glean customer insights.


A leading asset management firm based in the U.S.


Help asset managers deliver personalized solutions to establish differentiation.

Tools and technologies

AquaData Studio, Java, Perl, Python, Spring, Hibernate, VRS, PostgreSQL, Composite and MS SQL.


Asset management firms face challenges such as a generational shift in the demographic and new patterns of investment behavior. They also face changing regulations, and aggregators with low-cost products who are thinning the pool of investible funds. Our client wanted to differentiate itself by offering customer-centric solutions that are flexible and adaptable. But its existing systems presented several challenges:
  • Its front, mid and back office functions needed a lot of manual effort
  • Business rules were inconsistent and data duplication was rampant
  • User experience on the platform needed significant improvement
  • Clients were unable to get a holistic view of their accounts
  • Data validation was consuming a lot of manhours


We partnered with the asset manager to deliver better digital experiences to all its stakeholders. We created a robust data ecosystem and used advanced technologies such as artificial intelligence/machine learning or AI/ML, intelligent automation, cloud computing and test automation.
  • Our team streamlined and integrated the client’s front, middle and back office functions. We helped the client integrate their back-office solutions with their custodians, reducing complexity in information exchange, eliminating reconciliation and increasing operational efficiency by more than 75%.
  • We automated the creation of more than 7,000 reports.
  • Improved experience for retail and institutional clients by automating the generation of complex compliance and strategic reports.
  • Developed a strategic reporting module that gave customers a holistic view of their accounts and holdings.
  • Set up a business data validation team offshore.
  • Enabled self-service option for bespoke reports.


Our solution helped the client significantly improve front-end experience for customers; reduce manual effort and costs in the back office; and improve overall operations efficiency. Highlights of the outcomes:
  • Automated the exhibits process with 75% increase in throughput
  • Our report automation solution reduced manual effort by 70% and improved monthly artefact generation throughput by 40%
  • Reduced manual effort for customization in client profile management by 60%
  • Achieved $50,000 savings monthly in data validation for client profile management

Related Stories

Custom analytics enable faster business decisions

Optimized data and on-demand analytics deliver faster business insights and better UX for asset management firm

Learn more

Quality engineering for Blockchain-DLT platform

Digital financial services company increased automation coverage and patch delivery efficiencies with quality engineering.

Learn more

Test Automation Speeds Model Risk Management System

Automated testing for a top international bank’s model risk management system speeds efficiency and reliability

Learn more


Our experts can help you find the right solutions to meet your needs.

Get in touch
Copyright © 2024 Iris Software, Inc. All rights reserved