Case Study: EQ Retirement Solutions improves operational reporting and decision-making with Etch

EQ Retirement Solutions reduces manual reporting intervention with Etch

EQ Retirement Solutions faced a challenge in its complex, regulated environment as its existing operational reporting processes were becoming harder to maintain. With data spread across multiple sources and reliant on manual steps, the company struggled to gain reliable visibility into effort distribution and workflow performance, making decision-making difficult. They partnered with vendor Etch, utilizing their EtchElevate™ process, to address these issues.

Etch implemented a targeted, iterative solution that simplified reporting workflows, improved data consistency, and introduced automation. This significantly reduced manual intervention and operational risk while providing clearer insight into utilization and performance. As a result, EQ Retirement Solutions now benefits from faster, more confident decision-making, stronger governance, and a scalable foundation for future growth, leading them to commission a second phase of work with Etch.

EQ Retirement Solutions