Case Study: Financial Services Provider achieves 75% faster ESG reporting with SS&C Blue Prism

Financial Services Provider Generates Key ESG Reports 75% Faster With Intelligent Automation

The Financial Services Provider, which publishes ESG intelligence used by organizations to make business decisions, struggled with slow, Excel-based ESG reporting that can span up to 20 years of data. Large file sizes and manual report runs meant senior managers spent more than an hour per report and the team risked missing a strict 24-hour SLA for fresh, accurate data — so they engaged SS&C Blue Prism to apply intelligent automation using digital workers.

SS&C Blue Prism deployed digital workers to download master reports, store them on SharePoint, filter and share relevant outputs, collate multi-source ESG data, apply data modeling and migrate data across platforms. As a result, SS&C Blue Prism’s automation cut report turnaround time by 75%, returned roughly 2,720 workdays to ESG employees (about 22,000 hours), delivered real-time, accurate reporting to meet SLAs, and contributed to over 300,000 hours recaptured company-wide with 250 digital workers in operation.