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Association of Financial Markets in Europe (AFME)

Financial Reporting Tool

A financial reporting tool we developed for the Association of Financial Markets in Europe (AFME) fully automated their reporting processes

Association of Financial Markets in Europe (AFME) Financial Reporting Tool

Association of Financial Markets in Europe (AFME)

Association of Financial Markets in Europe (AFME) Financial Reporting Tool

Financial Reporting Tool

A financial reporting tool we developed for the Association of Financial Markets in Europe (AFME) fully automated their reporting processes

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HOURS A YEAR SAVED

The Client

The AFME is the voice of Europe’s financial markets and represents them at a global level. AFME focuses on a wide range of financial market and business issues with a pan European view. They have HQs in London and Brussels with offices around the world.

The Project

Each month AFME would review their member’s financial standing through a survey. The results were then processed in a financial reporting tool ready for a monthly meeting. Their survey software created data in an unusual format. This meant the process was slowed down as the data needed cleaning up before it could be used in any reports.

Once cleaned up, AFME needed to apply a weighting system to the data to allow them to make like for like comparisons across its members.

Then, once weighted, the data was to be used in a monthly report. The report was required to be exportable in to both PowerPoint presentations and other Excel files.

Our Solution

We developed an automated financial reporting tool that imported the raw data at the click of a button. Once imported the system then cleaned up the data and processed it into a useable form. After which the weighting system was applied.

The data was then presented in a dashboard report. From this report, the user could export the charts and graphs directly into PowerPoint slides and Excel spreadsheets. To make the report more flexible, it was made to be dynamic to allow the user to set their own reporting criteria.

The Result

The AFME has seen many benefits since they started using the financial reporting tool including;

  • Easier processing of survey data
  • A saving of 300 hours a year
  • Dynamic reporting

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3 Years of Free Bug Fixing

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