Client type
Financial Data Provider
Key stakeholders
Multiple Business Lines
Location
Global
Project Outline
- A leading global financial data provider’s analysts were spending 2-3 days each quarter manually processing private credit submissions.
- The team was caught in an endless cycle of data cleansing, enrichment, and PowerPoint reformatting for private credit institutions – valuable time that could be spent on strategic market analysis.
The Challenge
A global provider of financial markets data and infrastructure struggled with inefficient quarterly reporting. Specifically, their team of analysts was spending days each quarter processing contributor submissions through a complex front-end.
Moreover, these analysts were manually cleansing, enriching, and repackaging data into PowerPoint presentations for contributing institutions around the clock. This labor-intensive process consumed 2-3 days of valuable analyst time. Unfortunately, this time was spent on repetitive tasks rather than strategic analysis.
How StructureIt Helped
StructureIt engineered an intelligent automation system that revolutionized quarterly private deal analysis reporting. As a first step, the solution automatically extracts data from a direct lending platform. Then, it leverages the GemBox Presentation library to update presentation charts with the latest market data. As a result, hours of manual work were reduced to minutes. The solution has been designed to allow for the seamless expansion to a complete analysis suite.
StructureIt’s approach went beyond simple automation. By standardizing formulas and eliminating manual “copy-paste” workflows, the solution removed the risk of human error entirely, improving the integrity of the data. All data now flows from a single, validated source to ensure consistency across every report and analysis.
“This enables our analysts to spend more time analyzing the data and gathering insights that will be valuable to our clients, rather than just performing manual repetitive tasks.”
The Results
StructureIt’s private credit analytics automation solution delivers immediate value to our client’s private credit market operations. Specifically, the 2-3 day time savings per quarter translates directly into more strategic analysis for contributing institutions. In addition, it provides enhanced market intelligence.
Now, analysts focus on investigating the details and delivering key findings. In other words, they concentrate on the high-value work that drives investment decisions.
This project exemplifies how StructureIt transforms financial data challenges into competitive advantages. By automating the repetitive elements of private credit reporting, the company enabled faster and more accurate market intelligence delivery. Ultimately, this helps institutions make critical investment decisions.
Moreover, StructureIt’s build-to-handover philosophy ensures this global provider now owns this solution completely. This means no ongoing licensing fees or vendor dependencies.
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