Top APAC Wealth Manager Automates Account Statements for 60k+ Customers
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Top APAC Bank Automates Account Statements
Enhancing Banking Efficiency with Automation
Transforming Customer Service in Banking
Introduction to the Case Study
Challenges Faced by the Bank
Banking Automation Solutions
Results and Impact on 60K Customers
Overview of the Banking Challenge and Solutions
Detailed Analysis of Automation Needs
Customer Experience and Satisfaction Improvements
Struggling with a time-consuming, manual process, a top APAC-based wealth management firm sought to automate secure email delivery of monthly statement of accounts (SOA) for its 60,000+ high-net-worth individual (HNWI) customers. USEReady’s Pixel Perfect for Tableau met this need by providing branded statements with dynamic data pulled directly from Tableau dashboards and automating email delivery of secure, password-protected PDFs via scheduled bursting.
Discover how Pixel Perfect for Tableau not only helped the wealth management firm streamline its monthly SOA delivery for its 60k+ HNWI customers but also helped the firm meet its regulatory compliance obligations more effectively in this success story.
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