Case studies
Stock and cash reconciliations
A growing boutique Australian fund manager with multiple service partners needed to streamline data flowing to their middle office.
The solution removed reliance on spreadsheets, cutting the time to produce clean data, improving the control environment and liberating staff for more value-adding work.
The client gained a true data driven solution that is easy to maintain as the business grows, and to accommodate changes in investment types, products or service partners.
APRA Reporting
A leading superannuation service provider wanted to uplift service to their fund clients, improve the efficiency of their operations and address people issues associated with long hours spend processing manual data each quarter end.
The solution aligned a CoData technology partner who has an existing suite of automated tools that streamline data stagging and mapping rules. The result is a dramatic reduction in the load on staff at quarter end, faster and more robust report production, and no-code maintenance of business rules.
Full APRA reporting coverage (all form and connection), and audit support through a record of the complete change history are additional benefits.