Case Study: First Rate achieves 99% data-process automation and improved SLA response with Advanced Systems Concepts, Inc.'s ActiveBatch

First Rate Automates 99% of Data Processes with ActiveBatch’s No-Code Approach

First Rate, a provider of investment performance and client reporting for the wealth management industry, was struggling with an unstable legacy automation tool that frequently failed overnight, lacked logging and auditing, and put SLAs at risk. Seeking a scalable, no-code automation platform, First Rate chose ActiveBatch from Advanced Systems Concepts, Inc. and engaged ASCI for migration and support.

Advanced Systems Concepts, Inc. implemented ActiveBatch and assisted First Rate in migrating overnight batch workflows, providing prebuilt Job Steps, analytics, alerts, and a comprehensive knowledgebase. As a result, First Rate now automates 99% of its data processes, dramatically reduced troubleshooting and response times, improved SLA compliance, and gained scalable, auditable scheduling and monitoring to support global growth.

First Rate

Steve Norwood

Client Service Manager