Case Studies

Case Study – Client Reporting


An asset management company is focused on retaining assets within its private wealth management division. Xinn helps to ensure portfolio managers have the tools and resources to maximize time spent with clients and minimize time spent preparing their client reporting. That's the power of smart automation.

The Challenge

Over 500 portfolio managers and associates spent days preparing client presentations each quarter. Hundreds of marketing presentations were stored in disparate locations that forced portfolio managers to spend time combing through decks and selecting individual slides. Associates were downloading Excel financial reports from multiple systems, combining data into charts, and then copying charts onto the slides of client presentations. Inconsistent messaging and branding were an issue across resulting client presentations, resulting in a hit on the corporate brand. There were simply too many moving pieces.