Wealth, investment & corporate finance advisory
Custodian-bank data flows to management reporting, automated.
10+
External data sources integrated into the Common Data Store
On-demand
Operational reports — previously a multi-day cycle
One store
Replacing scattered Excel sources across the business
01The brief
Operational reporting, run on Excel.
Key Capital, a leading wealth, investment, and corporate finance advisor, relied on manual data flows from Custodian Banks and other external sources into Excel-based operational reports. The process consumed significant time every reporting cycle, limited the frequency at which management information could be produced, and created risk around data accuracy.
02What we built
A Common Data Store behind the reporting layer.
1
Automated data ingestion
Daily pulls from Custodian Banks and other external sources via Azure Data Factory pipelines.
2
Common Data Store
A single authoritative source for operational reporting, replacing scattered Excel files.
3
Power BI reporting layer
Operational and management information produced against the Common Data Store. Over 10 data sources integrated.
4
Role-based access
Secure, role-appropriate visibility across the business.
03The results
Faster, robust, auditable MI.
→
Operational report generation time dramatically reduced
→
Enhanced Management Information available via Power BI
→
Data quality and auditability improved through a single store
04Technology
Azure Data FactoryPower BICustodian Bank integrations
“Apridata helped us move key operational processes from Excel to Power BI. This increased the efficiency and robustness of the process, with the added benefit of supplying enhanced Management Information through Power BI.”
Colin Morgan Chief Executive Officer, Key Capital