Fidelity's Independent Financial Advisors, IFAs, are required to provide customized detailed reports about their products to their clients. The reports are typically complex layouts including performance charts and graphs, several pages in length with volumes of several hundred reports per month for each IFA. Fidelity needed to develop an automated and web-based method to generate these reports for their IFAs.

THE AXIAL SOLUTION HIGHLIGHTS:

• The Axial solution provides a fast and flexible method to generate on-demand reports for the IFAs.
• Dynamically generates custom reports from ad hoc queries on the web and returns them to the IFAs within seconds of the data being submitted.
• The solution saved the IFAs an average of 30 minutes per day. Spreading this time saving across 500 IFAs lead to a savings of 250 hours per day.
• Even with very conservative costing analysis, a saving of approximately $125,000 per month was realized.
• The solution paid for itself in just a few weeks!