Case Study: Citadel achieves faster, automated financial reporting with Board

Automated and consolidated financial reporting at Citadel Using a single platform to achieve faster consolidation results

Citadel, a South African wealth management specialist, needed to streamline its financial month-end close and management reporting, which relied on manual, time-consuming processes and created key-person dependencies. Working with Board and implementation partner Decision Inc., Citadel chose the Board Intelligent Planning Platform to improve financial reporting and consolidation.

Board automated and consolidated Citadel’s reporting process, replacing manual tasks with a single-platform, single-database approach that supports simultaneous collaboration and reduces errors. As a result, Citadel can produce legal and management reports more quickly, delivering management reports in a fraction of the time and achieving a more efficient, optimized close process.

Citadel