Asset Managers’ Success in Reporting and Compliance
Navigating Reporting Challenges in the Financial Sector
Every happy customer relationship begins with a promise. As part of the acquisition team, I get to see those promises come alive, turning new users into product champions. In this blog I’m thrilled to share the story of how Pixel Perfect, our reporting extension for Tableau, helped a leading Wealth Management firm overcome its reporting challenges and turned it into its fervent champion.
This client, a prominent integrated financial services group based out of Asia Pacific with a net worth of USD 50B and a vast network spanning 3000+ service locations globally, was grappling with the task of generating and distributing print-ready, well-formatted wealth summary and holding reports from its Tableau dashboards. This limitation was proving to be major challenge for the firm since it could not provide its own customers – high net worth individuals, corporates, and institutions – with well-formatted, detailed reports in a timely and efficient manner.
This challenge prompted the firm to look for a solution that not only integrated seamlessly with Tableau, but also adhered to branding and regulatory specifications. Not to mention speed and automated report generation and distribution capabilities.
Asset Managers Journey to Pixel-Perfect Reporting
Strategies for Streamlined Reporting and Compliance
Asset Managers Experiences in Pixel-Perfect Excellence
Financial Sector Spotlight on how Pixel-Perfect Solutions Transform Operations
Navigating Reporting and Compliance Hurdles in Asset Management
Implementing Pixel-Perfect Solutions in Financial Operations
Asset Managers Stories of Triumph in Reporting Excellence
Transforming Financial Operations with Precision and Clarity
Enter Pixel Perfect, our reporting extension designed exclusively for Tableau users. We deployed Pixel Perfect to craft a wealth summary and holding report that perfectly aligned with the client’s needs. The PDF report included a cover page featuring relationship manager, service manager, and investment counsellor details, along with customized customer information, a table of contents, and a precisely formatted holding statement report.
The Pixel Perfect didn’t just stop there – the report seamlessly incorporated charts and tables from Tableau, with automatic data refresh. This allowed the client to schedule and automate report generation, sending polished reports to a whopping 40,000 active users.
Our collaboration with the client yielded remarkable results. Sample this:
The success story, one of many, is special since it amply illustrates how Pixel Perfect empowers Tableau users to effortlessly generate and distribute professional-looking reports, streamlining the entire reporting process.
This versatile extension seamlessly integrates with Tableau, automatically refreshing data, and providing a plethora of formatting options for report design and customization. Whether you need to schedule automated report generation or distribute personalized reports to diverse audiences, Pixel Perfect offers a robust solution for elevating your Tableau reporting game.