A North American Banking Conglomerate Turns to TimeXtender’s Discovery Hub for Help Automating Revenue Reporting Processes
A North American Banking Conglomerate Turns to TimeXtender’s Discovery Hub for Help Automating Revenue Reporting Processes
2 PagesAUTOMATION AND CONSISTENT REPORTING Our banking customer has grown into a conglomerate with a global network of financial and business centers servicing both individual and corporate customers. The customer’s North American branch was hampered with inconsistencies in management reporting on product revenue, department finances, customer information, transaction cashflow, as well as challenges pertaining to data governance, data ownership, and a lack of automation in the company’s reporting process. Several disparate sources hosted the company’s data. Specifically, our customer retrieved client data from Salesforce. Data was stored in 17 diverse and unstructured Microsoft Excel files that contained multiple pie charts and graphs from different owners in different departments. The
