On-Demand Reporting and Data Sharing for Enhanced Customer Satisfaction

A Reporting Transformation Success Story

Transforming Reporting for Enhanced Customer Satisfaction

Empowering Financial Institutions with On-Demand Data

Modernizing BI Infrastructure in Fintech

Achieving Operational Excellence through Automated Reporting

Business Challenges in Legacy Reporting Systems

Implementing Pixel Perfect for Scalable Solutions

Automating Report Distribution for Efficiency

Enhancing Data Accessibility for Financial Institutions

Migrating to a Modern BI Platform

Delivering Personalized Data Packs

Reducing Manual Effort in Report Generation

Ensuring Timely and Error-Free Report Delivery

In Brief

When one of the world’s leading Financial Technology companies felt the need to enhance its product offerings by leveraging a modern BI platform and helping its financial institutions (FIs) customers access on-demand data packs for better decision making and analytics reporting, it turned to Pixel Perfect for Tableau. The solution enabled high-precision, well-formatted, and print-ready reports helping the firm increase customer satisfaction and loyalty. It facilitated report export in various formats and automated report bursting, effectively addressing the challenges facing the Fintech.
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Customer

The customer is a Fortune 500 firm specializing in fintech solutions for merchants, banks, and capital markets. With a global presence and over 60,000 employees, it facilitates trillions of dollars through billions of transactions annually, offering innovative products and services in multiple segments.

Business Challenges

The customer had several products that delivered subscription-based analytics to financial institutions (FIs) on key business areas such as Credit, Loyalty, Fraud & Debit. However, these products were built on legacy platforms that were soon to sunset. Moreover, the FIs had access to a lot of data but they lacked the tools and resources to unify and analyze it holistically.

The customer wanted to migrate its products to a modern BI platform that could offer more flexibility, scalability, and usability. It also wanted to provide the FIs on-demand data packs that could enable them to support decision making and analytics reporting around credit card customer lifecycle and fraud measurement.

The main challenges faced by the client were
Migrating products to a modern BI platform without disrupting existing services.
Providing FIs with on-demand data packs for comprehensive and personalized summaries.
Automating bursting of reports for timely and error-free delivery.
Reducing manual effort and time required for report generation and distribution.

USEReady Solution

USEReady’s Pixel Perfect for Tableau was implemented for the Fintech’s products delivering subscription-based analytics to FIs. The Tableau extension facilitated high-precision, well-formatted, and print-ready reports. With Pixel Perfect for Tableau FIs gained access to on-demand data packs that offered comprehensive summaries and drill-down granular data in aesthetic and personalized formats.

Additionally, the solution automated bursting of daily, weekly, monthly, and quarterly reports, ensuring timely and error-free delivery.

Key Outcomes

The deployment of Pixel Perfect resulted in the following key outcomes
Successful migration to a modern BI platform without disrupting existing services
Successful migration to a modern BI platform without disrupting existing services
Enhanced decision making and analytics reporting for FIs with on-demand data packs
Enhanced decision making and analytics reporting for FIs with on-demand data packs
Improved efficiency and accuracy of report generation and distribution through automation
Improved efficiency and accuracy of report generation and distribution through automation
A significant reduction in manual effort, saving 20% of the time spent on report creation and delivery
A significant reduction in manual effort, saving 20% of the time spent on report creation and delivery
Over 175 daily reports, 175 weekly reports, and 650 monthly reports without errors or slippage
Over 175 daily reports, 175 weekly reports, and 650 monthly reports without errors or slippage

Lessons Learnt

The successful implementation of Pixel Perfect highlighted the importance of using a modern BI platform such as Tableau for delivering analytics solutions that are flexible, scalable, and user-friendly. Plus, it also demonstrated the value of addressing user needs with on-demand data packs and leveraging automation to enhance efficiency and accuracy in reporting. These measures led to improved customer satisfaction and streamlined data analysis for better business outcomes

Conclusion

This implementation proves that modern reporting isn’t just about delivering data but about delivering competitive advantage. By replacing legacy constraints with Pixel Perfect's flexible, on-demand capabilities, the Fintech firm transformed their customer experience while streamlining internal operations. The results speak volumes: financial institutions now access precisely what they need, when they need it, in formats that drive immediate action. Beyond the impressive efficiency gains, this solution strengthened customer loyalty in a market where data experience increasingly determines winners and losers. Pixel Perfect for Tableau didn’t just solve a technology problem; it created a strategic asset that continues to deliver business value.
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