Powerful Tactical Solutions for Financial Services
Microsoft Excel-based solutions bridge the gap between what your business needs today and what your IT team can deliver in the future. These solutions address immediate challenges, enabling rapid response and adaptability.
Excel can address a variety of tactical problems, often with these benefits:
- Tailor-made, cost-effective solutions that go beyond standard off-the-shelf functionality.
- Filling crucial gaps when IT constraints prevent timely or budget-friendly delivery.
- Automating time-consuming processes to save time, reduce costs, and mitigate operational risk.
By leveraging Excel and VBA, we deliver impactful solutions faster and more affordably than traditional methods.
We hope these projects inspire you to explore how Excel can solve your business’ tactical challenges.
Scroll down and browse a selection of the projects we have delivered.
Click Learn More for any project to discover more detail about the project and the business problem it solved.
Fixed Income Data Organiser (FiDO)
A regulatory capital project which saved the client £170 million in Risk Weighted Assets and an estimated £11 in P&L using Excel with a database.
Credit Migration Report
An automated report prototype for a commercial bank which saw a Credit Migration Report which manually took 3 ½ hours to prepare be produced in 20 seconds.
Structured Finance Loan Collateral Manager
A tactical database solution to manage 10,000 structured finance exposures while the strategic solution was developed helping avoid managing these instruments in spreadsheets.
First Home-Owners Grant Manager
Excel-based solution to manage payments for a government first home-owners scheme for this retail bank, enforcing separation of duties to reduce operational risk and fraudulent payments.
Currency Duration Report
A reusable Excel template that enables analysts to fetch and aggregate currency KPI data from a web service with custom business rules and email to stakeholders with a single click.
Mortgage Processing Error Register
A tactical Excel Add-In that enabled this mortgage processor to log application error details to pinpoint root causes, make targeted improvements and understand the cost of errors.
Staff Capacity Planner
This solution provided valuable insights into operational efficiency and allowed management in the mortgage division of this major retail bank to address areas impacting staff productivity.
Monthly Performance Report
An Excel & PowerPoint solution to automate the performance reporting for this asset manager from 4 days every month to less than 5 minutes, with a 631% return on their investment.
Foreign Exchange Trades Bulk Upload
An Excel tool to automate the extraction of FX trade requests from emails, validate them against pre-trade compliance rules and upload them to the trade booking system.
Daily Cash Report
An Excel template which consolidated cash summaries for 200 funds from a web application and emailed a preformatted cash report for each fund manager in seconds rather than hours.
Derivatives Trade Generation
Automatically reconcile trade instructions received by email against the current stock of trades to determine buy & sell actions while applying pre-trade compliance rules.
Bond Analytics Dashboard
Allowed this asset manager to quickly report bond duration metrics across 200 funds (from a system which only queried one fund at a time) applying custom rules and highlighting anomalies.
Portfolio Dashboard
Automated the generation of a rolling 13-month portfolio dashboard for senior management at this asset manager in a process which took minutes, not days.
Transaction Order PDF to Email Template
Automated the generation of a fax trade order including features such as automatic conversion of numbers to words and insertion of scanned signature of the appropriate compliance manager.
Indiana (The Report Archaeologist)
For this investment bank we developed an Excel-based reporting solution which used spreadsheet values for report parameters resulting in a flexible, user customisable reporting solution.
Bond Attributes Manager
Consolidate bond attributes from multiple spreadsheets into an Excel-driven database solution to manage all bond data with full audit trail for transparency and accountability.
Web Data to Excel Extractor
Automated the extraction of bond data from a corporate web interface at this investment bank saving analysts several hours daily, enabling them to focus on higher-level analysis.
Thelonius (Large file data extractor)
Extracted and consolidated fund-specific data from a series of 500 Mb text files providing a streamlined, self-service data extraction tool facilitating time-series analysis for managers.
Index Options Extract Converter
Provided one-click extraction, mapping and loading of index options data between incompatible systems at this investment bank, reducing errors and saving significant time.
Index Correlations Report
Automated the extraction index correlations data and building correlation trend reports. With a few clicks, analysts could build ad-hoc reports in seconds which previously took hours.
Credit Assessment Manager
Replaced a manual and email system to manage lending limits into a central database with an Excel interface allowing real-time updates, reduced operational risk and lending limit transparency.
Vespa (Project Management Office Manager)
A small and nimble (hence "Vespa") solution for this corporate bank Project Management Office to manage project budgets and produce fast, accurate project budget reports in real-time.
Impaired Asset Manager
A database solution, replacing multiple spreadsheets, to monitor and report impaired assets at a corporate bank providing consolidated and reconciled reporting on-demand.
One View of the Customer Dashboard
With corporate client sales data distributed across multiple spreadsheets, this dashboard provided a single view of each customer with views on client sales by product and department.
Staff Manager / Scheduler
A solution to manage staff skills, work & absenteeism at a retail bank's mortgage division, to manage staff workloads based on skillset and support production planning.
PowerPoint Data Extractor
Automated the extraction of data from hundreds of PowerPoint slides into Excel for a corporate market research agency, reducing hours of tedious copying-and-pasting to minutes.
Commercial Loan Contract Generation
Automated the generation of commercial loan contracts at a commercial bank using Excel templates managed by credit managers to a 64 page contract in MS Word, saving many hours.