Situation
A global capital markets firm needed to streamline their report generation process. They were manually compiling data from multiple sources (Bloomberg, Yahoo Financials, Factset) using Excel spreadsheets, then using Publisher to assemble reports — a laborious, cumbersome and time consuming workflow that introduced errors and delays. Mobile accessibility was also lacking, leaving management without access to current market information while traveling.
Challenge
Investment banks face intense competitive pressure to act quickly on opportunities. The target problem involved inability to efficiently gather data from various sources, organize it, analyze it, and distribute it to leadership and clients without maintaining an expensive team of quantitative analysts and IT specialists.
Solution
CCR Technologies built a web-based platform enabling automated daily and weekly customized market summary and valuation reports. The application compiles data from multiple sources to generate proprietary indices, news and commentary on industry studies and capital market transactions.
- Mobile accessibility across iPhone, Android, and iPad devices.
- Integrated data compilation from multiple vendors.
- Proprietary index generation.
- Secure cloud hosting infrastructure.
Results
Differentiation. The client now delivers customized, value-added experiences distinguishing them from competitors.
Improved communication. Timely data strengthens client relationships and extends engagement opportunities.
Efficiency gains. Automation eliminated manual compilation processes, reduced costs by eliminating capital infrastructure investments, and freed resources from repetitive tasks.