Case Study: Prominent Financial Services Software Provider cuts presentation prep to under an hour and delivers custom client analytics with Yellowfin Present

Prominent Financial Services Software Provider - Customer Case Study

Prominent Financial Services Software Provider, a major APAC-based vendor of wealth management tools, faced a challenge: thousands of advisors were spending many hours creating inconsistent, custom client presentations. To standardize quality and speed up delivery, they partnered with Yellowfin and adopted Yellowfin’s data storytelling presentation product, Present, to power a new advisor-facing solution.

Yellowfin implemented Present to generate easy-to-consume, analytics-driven presentations that are customized per client, cutting preparation time to under an hour and enabling advisors to focus on analysis rather than formatting. The Yellowfin solution also provides real-time parameter adjustments and improved data governance, delivering measurable business value in flexibility, innovation, modern UX, security, and speed-to-market.