Saved Customer’s 250+ Man-hours by Incorporating Digital Process Workflow

About Our Client

An investment firm endeavoring to expand capital with equity and hedge fund managers, around the world in a diversified portfolio of various asset classes and strategies. They serve various industries like Business Services, Information Technology, Life Sciences & Healthcare, Manufacturing & Industrial, Transportation & Distribution, and more.

Client's Challenges

• The existing manual system to handle the Counterparty Onboarding and Reporting Process required lots of paperwork and was becoming too difficult to manage.
• They needed a platform where they can track the progress reports.
• The client was finding it difficult to check the accuracy as there was incorrect reporting by their employees.

Hexaview's Solution

Hexaview’s innovative ideas were implemented with some modifications in its existing Document Management System application.

• To understand the details of the client an account form was created containing multiple department sections which could be edited as per the respective department personnel only.
• Task creation functionality was automated which would work in a single click.

Impact

• The client was able to manage its team by assigning tasks in a single click saving their time.
• Accuracy of reporting could be maintained.
• As the web application was highly user-friendly, it resulted in increased productivity.
• The client was able to track the progress report and was able to see where or in which department the task is pending. So, our application made their work well organized and faster.

About Hexaview

A digital transformation firm focused on providing Technology Consulting, Development Centre, Captive as a Service with an innovative approach and latest technology. With both financial and technology insights, Hexaview Technologies endeavors to provide secure, optimal, and quality solutions to your unique business requirements.

Area of Specialization: Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Our flagship Products: ReportWa, PDF Extractor, and Video Statements enable data visualization and automation in reporting as well as data extraction.