Automating Client Reporting in Professional Services
The Problem
A boutique financial consultancy was overwhelmed by the time spent producing client performance reports. Analysts manually pulled data from multiple platforms, consolidated it into spreadsheets and formatted lengthy reports - a process taking three days each month per client.
This manual workload delayed reporting, frustrated clients waiting for updates and drained valuable analyst time that could have been spent providing insights rather than gathering data. The leadership team knew automation was possible but feared losing the personalised insights that set their service apart.
The Solution
Our AI Readiness Assessment revealed most of the consultancy’s reporting tasks were repetitive and ripe for automation. We mapped workflows during an AI Workshop to separate tasks requiring human analysis from those suited for AI.
The resulting AI Roadmap prioritised introducing natural language generation tools to produce draft reports, pulling data automatically from existing financial systems. We trained the analysts on editing and customising AI outputs, maintaining the personal touch clients expected while removing 80% of the manual workload.
The Success
Monthly reporting cycles shrank from three days to under four hours, freeing analysts to focus on client strategy and deeper insights. Client satisfaction scores rose by 25% thanks to faster turnaround and improved clarity in reporting.
The consultancy’s leadership gained confidence in AI’s ability to complement - not replace - human expertise, opening the door to additional automation projects in compliance checks and client onboarding.
