Intelligent Automation in Financial Services ESG Reporting

This document is a case study that outlines the implementation of intelligent automation (IA) by a financial services provider to enhance their environmental, social, and governance (ESG) reporting processes. The objective of the initiative was to improve the efficiency of generating ESG reports, which are essential for informed business decisions. The ESG management team faced challenges due to the large size of Excel-based reports, which could contain up to 20 years of data, leading to time-consuming downloads and report generation. By utilizing SS&C Blue Prism digital workers, the company optimized the reporting workflow, allowing for faster turnaround times and ensuring data accuracy. The digital workers automate the downloading, filtering, and sharing of reports, resulting in a 75% improvement in report turnaround time and saving management over 22,000 hours. Additionally, the digital workers assist in collating and migrating ESG data across platforms, contributing to a significant increase in operational efficiency across the organization.