Case Study: a global mid-market wealth management firm streamlines secure financial reporting with USEReady Pixel Perfect for Tableau

a global mid-market wealth management firm improves reporting efficiency by 40% with USEReady

A global mid-market wealth management firm faced challenges in securely and efficiently delivering monthly Statements of Accounts (SOAs) to its clients. Their manual process was time-consuming and posed significant data security risks. Additionally, their existing system struggled to provide on-demand, contextualized financial reports through their client portal based on individual subscription statuses. To overcome this, they partnered with USEReady to implement its Pixel Perfect for Tableau solution.

USEReady's solution automated the generation and secure distribution of SOAs, featuring password-protected PDFs with PGP encryption. It also intelligently managed report access based on user subscriptions within the client portal. This implementation by USEReady led to a 40% improvement in reporting efficiency, ensured regulatory compliance, and empowered clients with personalized, self-service access to their financial information, greatly enhancing the customer experience.