Case study

Reporting Automation for Asset Managers

Downloadable use case on reporting automation for asset managers

How One Asset Manager Modernized Its Reporting Chain

Reporting automation for asset managers is critical in today’s data-driven environment. Explore how a leading French asset manager modernized its reporting process with NeoXam Impress. By automating and centralizing workflows, the solution enhanced data quality, reduced manual errors, and accelerated client reporting — all while supporting ESG-specific requirements.

Quick Overview
office

Client

Asset manager

loan 1

Solution

NeoXam Impress integrated
with NeoXam Tracker

Impact

Faster reports,
improved data accuracy,
and greater transparency.

Challenge

Manual reporting,
disconnected systems,
and data inconsistency.

Why Reporting Automation Matters

For asset managers, reporting is more than a regulatory obligation—it’s a key touchpoint with clients. This case shows how automation can increase transparency, reduce operational risk, and support evolving data requirements, including ESG and performance metrics

Ready to Explore the Full Story?

Download the use case to discover how NeoXam Impress delivers measurable results through reporting automation for asset managers.

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