Case Study: Global Financial Firm achieves 80% faster annual report production with FIS Financial Reporting solution

Asset Manager Streamlines Shareholder Reporting for More Efficient Enterprise

Global Financial Firm, a long-established publicly traded asset manager, faced the annual regulatory requirement to produce audited mutual fund reports but relied on a cumbersome, error-prone process: extracting data from FIS’ InvestOne fund accounting platform and manually assembling reports in Excel and Word into print-ready PDFs. Seeking to eliminate tedious manual tasks, reduce risk, and better integrate tools, the firm evaluated solutions and turned to FIS for an automated reporting approach.

Global Financial Firm implemented FIS’ Financial Reporting solution, which automated end-to-end report production, centralized data and templates, and improved monitoring. The engagement delivered measurable gains: an 80% reduction in time to create purchase/sale reports (from three weeks to three days), a 50% reduction for schedules of investments, standardized journal booking, a centralized security-attributes library, and a production dashboard—yielding significant time, resource and cost efficiencies and an estimated potential $500,000 hosting-versus-installed savings. FIS’ solution reduced risk and freed staff to focus on higher-value work.