Automated ESG reporting through an interactive tool for a financial services major

Project Overview

Indium helped automate the customer’s annual impact investment reporting process, enabling seamless and frequent reporting of ESG data. This was achieved through a user-interactive, secure tool that allows users to extract data from database sources to generate accurate reports

About Client

The client is a global provider of financial services in fixed-income, equity, alternatives, and multi-asset solutions.

Business Requirements

The client wanted Indium to develop a solution that could enable compliance and report generation based on client selection. They also required role-based access controls, which were not available in the existing solution. Additionally, business users desired ease of report generation through an enhanced user interface.