Monthly Client Reporting

Automated Monthly Client Reporting for 120 Institutional Accounts

Client

Mid-Tier Multi-Asset Investment Manager (UK)

Business Problem

The client’s reporting team was spending four full days each month manually populating a 12-slide PowerPoint pack for 120 institutional clients.

The process involved copying data from Excel into templated slide decks—repetitive work that was prone to error, hard to scale, and a poor use of skilled staff.

Compliance reviews added further bottlenecks, and delays in delivery were impacting client experience and internal SLAs.

Solution Delivered

We developed a fully automated Excel–PowerPoint solution that transformed the reporting process without altering the firm’s existing templates.

Key components included:

  • A centralised control dashboard in Excel for managing report generation and distribution.
  • One-click creation of 120 customised client slide decks in PDF format, drawing from up-to-date fund performance data.
  • Integrated compliance step with an approval toggle—once reviewed, a single click emailed all reports to pre-approved client lists using Outlook integration.

Results

  • Reduced client reporting cycle from 4 days to under 2 hours
  • Achieved consistent, error-free output across 120 client decks
  • Eliminated manual copying errors and compliance bottlenecks
  • Improved SLA adherence and enhanced client experience
  • Freed up staff for more value-added work such as commentary and analysis

Technology

Excel | VBA | PowerPoint | Outlook

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