In the fast-paced world of finance, your customers expect you to show them the money. Or they’ll show you the door. No one knows this better than our client, a finance firm with 45,000 customers across 35 countries.
With more and more customers clamoring for their services, they were looking for a better way to scale. Our client needed to quickly extract, interpret, normalize, and spread financials from different customers in different formats and languages, while keeping up with changing demands of local regulations. Their tools and manual efforts couldn’t keep up with the complexity of their global operations.
It was taking too many tedious copy-and-pastes and error-prone data entry to get numbers where they needed to be. Employee churn created the additional headaches of onboarding, training, and retraining the team, making it hard to keep everyone following credit policy to meet on-time credit decisions and compliance requirements.
Our client needed to do things differently.
They needed to do things faster. And more consistently.
They needed to automate.