Case Study: L'Agence achieves personalized, scalable wealth management reporting with Datylon

How L'Agence developed an outsourced customized reporting solution

The customer, L'Agence, a Swiss-based digital agency, faced the challenge of creating highly personalized and data-rich recurring reports for a wealth management client. Their goal was to move beyond generic reporting to offer a better customer experience, but this required design and data visualization skills not available in-house, as well as a scalable automation solution. They needed a tool that could integrate with Adobe Illustrator and InDesign and be cost-effective for a midsize volume of reports, which led them to the vendor, Datylon.

Datylon provided a solution using its Datylon for Illustrator plug-in and Datylon Report Server. This allowed L'Agence to design on-brand templates and automate the generation of customized reports. The solution was first piloted for 10 reports and then successfully scaled to produce quarterly reports for a portfolio of over 60 customers. By implementing Datylon's technology, L'Agence delivered a scalable, cost-effective solution that provided their end clients with impactful, personalized data visualizations, thereby enhancing customer loyalty and communication in the wealth management sector.

L'Agence