Case Study: a leading Indian financial services firm saves 40% of formatting time with Evolve Blue's Office add-ins

a leading indian financial services firm saves 40% of formatting time with Evolve Blue

A leading Indian financial services firm faced a significant challenge with manual brand compliance across its high volume of client documents, reports, and presentations. This process was inconsistent, time-consuming, and difficult to enforce at scale. To solve this, they partnered with Evolve Blue to develop enterprise Microsoft Office add-ins for brand compliance.

Evolve Blue built a suite of add-ins for Word, Excel, and PowerPoint that automated the application of brand standards directly within the applications employees already used. The solution enforced correct templates, formatting, and disclaimer insertion, saving employees 40% of the time previously spent on manual formatting and giving the compliance team confidence that all client-facing documents met regulatory standards.