Case 3: Client
Statements
| Industry |
Alternative Financial
Markets |
| Size |
< 20 Clients |
| Department |
Client Services |
Overview:
Client
needed to provide professional-quality summarized monthly activity
statements at a minimum cost. Raw data was available via SQL
queries from transaction system.
Issues:
Client
wanted to easily generate statements that looked as though they were
created by a dedicated system without investing in a new application
and without generating each statement manually.
Jerts Solution:
Developed an
Excel-based solution that extracted transaction data from SQL server,
dynamically aggregated client and total market activity, calculated
metrics and presented client-specific statement with charts and tables.
Contact Us for more
information and to arrange a free
consultation. |
