Case Study
Fortune 500 Financial Services Firm Reduces Reporting Time By 35% With Factset Managed Reporting
The Challenge When the leader of a Fortune 500 financial services firm’s investment performance group sought to maximize analyst resources and reduce inefficiencies, he looked to its manual reporting processes. The lean team of highly qualified and credentialed individuals was distracted by the hours of tedious data validation and management its monthly reporting required. Concerns about data quality were common, as all calculations and r