Case Study: SoFi automates 30+ executive decks with Rollstack

SoFi updates 3,300+ visuals monthly with Rollstack

SoFi, a digital financial services company, faced a significant last-mile challenge in its data reporting. Despite having a powerful data infrastructure, its finance and BI teams were forced to manually copy and paste data from Tableau and Google Sheets into hundreds of presentation slides for executive reviews. This time-consuming process was unreliable and prevented the teams from focusing on their core strategic work of analyzing insights.

The solution was implemented by Rollstack, which connected directly to SoFi's data sources to automate the entire reporting process. The vendor's platform eliminated repetitive manual tasks, enabling the instant updating of data within decks. As a result, over 3,300 visuals and 400 slides are now updated automatically every month across more than 30 executive decks, saving countless hours and allowing teams to focus on driving data-informed decisions.

SoFi