Case Study: Large Financial Institution/Bank achieves 98% faster optimized portfolio delivery with Wavicle Data Solutions

Large Financial Institution/Bank - Customer Case Study

Wavicle Data Solutions worked with a large financial institution/bank that needed to automate the generation of optimized portfolio reports for its trading team. The challenge was to deliver the portfolio in Excel by email within a short time window, using triggers and data from multiple systems while standardizing information spread across several sources.

Wavicle Data Solutions implemented a solution using MicroStrategy Narrowcast, with business rules and data standardization built into an Oracle stored procedure. Using MicroStrategy pre/post SQL, dynamic subscriptions, and Excel macros for formatting, the process was automated end to end. The result was a 98% reduction in lead time, with optimized portfolio reports delivered in under an hour instead of the required two hours.