Financial services
From weekly reporting marathons to a live decision layer
Client — Corda Capital
saved per month
Analysts spent Fridays rebuilding the same decks. We piped their data into a governed reporting layer with plain-language summaries leadership actually reads.
The situation
Analysts spent every Friday rebuilding the same decks from the same five sources. Leadership skimmed them on Monday and asked questions the decks did not answer.
What we built
A governed reporting layer that pipes portfolio data into live views, and writes a plain-language weekly brief — what moved, why, and what deserves a decision.
Five analyst-days a month came back. The Monday meeting now starts with decisions, not orientation.
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