Reports Dashboard For a Fintech Company

Service:
Product Development, Big Data & Data Analytics
}
Years:
2020
Country:
USA
Industry:
FinTech
Tech stack:
Python 3, MySQL Salesforce, AWS, Power BI

Goals and challenges

Our client is the premier independent research boutique focused on the Telecommunications and Technology sectors globally.

The Client was running a set of management reports in a semi-automated process on a monthly basis. Reports are delivered as separate .xls files as well as management notes. There is no dashboard or portal area where reports can be found.

Fintech company management reports - SPsoft.com

Architecture design

Fintech company management reports - SPsoft.com

The solution

  • Automated current semi-manual process to create management reports using automated ETL pipeline to combine Salesforce, Bloomberg and Reuters data sources
  • Adding a database with raw data to enhance business analytics
  • Adding Power BI to prepare advanced management reports UI