Watch this webinar featuring Tracey Hojka, Operations Manager at wealth management firm Whitnell & Co., to understand the positive impact of self-service data preparation on Financial Reporting.

Each month Whitnell has to generate over 400 packaged reports that detail its clients’ purchases of security shares and investments. It used to take the company hours to import all of the text files into Excel and format the data.

With Datawatch, Whitnell was able to save hundreds of hours of report prep time. Watch to learn how!

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