Case Study: Ortec Finance reduces manual reporting time with CloverDX

Ortec Finance reduces manual report prep by 90% with CloverDX

Ortec Finance, a leading global provider of technology and solutions for risk and return management, faced a challenge with its quarterly client reporting. The process was highly manual, taking consultants 4-5 days of repetitive and error-prone work, which was not the best use of their skills and caused significant stress. To automate this, they turned to the vendor CloverDX.

By implementing CloverDX to build automated data workflows, Ortec Finance streamlined its entire reporting process. The solution reduced the time required from 4-5 days to half a day or less, saving up to 90% of the time previously spent. This automation with CloverDX also provided better error-handling and a visual interface that enabled less-technical staff to manage workflows, freeing up developer resources and allowing the company to scale and open new markets.

Ortec Finance