https://f.hubspotusercontent20.net/hubfs/3218774/PureFacts%20-%20Data%20Aggregation%20White%20Paper.pdf
Increase advisor productivity with a flexible reporting solution
1 min read
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Challenge
- A top Canadian bank needed a reporting system to integrate across a large number of data sources
- Needed to be scalable as operations grew
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Solution
- Improved advisor reporting and investor experience
- Integrated with 20+ systems, including Charles River and Salesforce
- Enhanced management level reporting capabilities
![PureFacts reporting solution](https://www.purefacts.com/hs-fs/hubfs/client%20report.png?width=612&name=client%20report.png)
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Results
- Increased advisor retention rate, advisor productivity, and investor experience
- Enabled business to scale