Case Study: a large Australian financial services company cuts fund flyer production time with SolveXia

How a large Australian financial services company used SolveXia's automated processes to solve its fund performance flyers issue

A large Australian financial services company with over 500,000 customers faced a challenge in its wealth management division. Its manual, ad-hoc process for creating fund performance flyers was slow and prone to inconsistencies, taking four days to complete and occasionally resulting in formatting or data errors for advisors and the public. They implemented an automation solution from the vendor SolveXia to address this problem.

SolveXia automated the end-to-end process, reducing the flyer production time from four days to just one hour. The solution automatically generates and validates 14 flyers, categorizing approximately 500 funds. It is also scalable, requiring no additional work for new funds or flyers, and stores all fund information in a consistent, multi-purpose register. This resulted in a faster, more credible, and consistent output for the client.