Case Study: Schroders saves 5,000 hours and accelerates equity reporting with SS&C Blue Prism

Schroders Saves 5,000 Hours, Allowing Employees to Focus on Insight-Driven Outcomes

Schroders, a global investment management firm, needed timely, accurate equity reporting from 12 disparate sources to support fund managers across Singapore and Hong Kong, a problem made more urgent by pandemic-driven market volatility. Unable to scale by hiring, Schroders engaged SS&C Blue Prism’s intelligent automation and RPA digital workers to eliminate manual data gathering and enable real‑time, insight-driven reporting.

SS&C Blue Prism deployed 300 digital workers to extract and consolidate data (including parsing 300‑page PDFs), automate equity risk and performance reporting across 120 portfolios, and publish cleansed data to Tableau. The solution saved about 5,000 hours per month, ensured 100% of fact sheets were accuracy-checked, enabled delivery of data to fund managers within five days, and supported generation of eight reports across multiple applications, freeing employees to focus on higher-value analysis.

Schroders

Hokito Lew

Automation Manager