Facing rising reporting demands and limited bandwidth, a lean investment team turned to Assette to eliminate a client reporting bottleneck.
A mid-sized investment firm with a broad mix of institutional and private clients needed a more efficient way to produce customized client reports and presentations. Their team was creating highly tailored materials for quarterly reviews, annual meetings, and sales conversations, each one assembled manually and requiring extensive data checks.
As the firm grew, the reporting workload grew with it. Client-facing professionals were spending hours building decks instead of advising clients. The firm needed a way to scale its reporting process without expanding headcount or compromising quality.
Report preparation time dropped dramatically. What once took more than an hour can now be completed in minutes. Teams can generate tailored materials on demand, even for last-minute client meetings, without sacrificing accuracy or consistency.
With reporting off their plates, staff can focus on higher-value client engagement rather than production tasks. The firm has been able to support growth without adding headcount, improving both efficiency and responsiveness.
“Assette helped us scale without increasing our team. We are spending far more time with clients and far less time assembling presentations.
A mid-sized investment firm
Rather than building a proprietary system internally, the firm selected Assette to automate its reporting and presentation process. Assette offered rapid, flexible production of customized materials while fitting seamlessly into the team’s existing PowerPoint-driven workflow.
Assette worked with the firm to configure reusable report components, including tables, charts, and visuals, that maintained the firm’s signature look and allowed teams to assemble polished, client-ready materials in minutes.
Manual report creation had become a bottleneck. Each client packet required hand-built charts, tables, and commentary updates, with data re-entered and validated for every meeting.
The increasing volume of client interactions, especially ad hoc meetings, made the process unsustainable. Leaders faced a strategic choice: hire additional staff or modernize the workflow.
“We were getting pulled away from client work just to keep up with reporting. It was clear we needed automation to grow without adding more people.
A mid-sized investment firm
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