Case Study: FWD Insurance achieves faster, smarter finance operations with Alteryx Analytics Automation

FWD Insurance Transforms Finance Operations with Alteryx Analytics Automation

FWD Insurance, part of FWD Hong Kong’s fast-growing pan-Asian insurance business, was struggling with manual, spreadsheet-heavy finance and actuarial processes that slowed month-end reporting, scenario testing, and regulatory work. The company needed a more agile, predictive finance function, and turned to Alteryx Analytics Automation to reduce bottlenecks and improve data-driven decision-making.

With Alteryx, FWD Insurance automated key finance workflows, including reporting, journal entries, and complex actuarial processes such as ILAS and RBC reporting. The results were significant: reporting and scenario testing became over 95% faster, preparation errors dropped by 80%, and the company saved 10 days per month on reporting, while some financial processes saw a 75% reduction in processing time.

FWD Insurance

Shirley Yeung

Director of Finance Transformation