Smart Console Support

A workflow automation platform designed for a leading wealth advisory firm to streamline report generation and data management. It replaced manual Excel-based processes with automated document handling and real-time dashboards. The system enhanced visibility, accuracy, and accountability across all operational and client service workflows.

Platform Developed

Overview

An automated workflow and reporting platform that boosts efficiency and transparency in financial operations.

Problem

Manual Excel processes caused reporting delays and inefficiencies.
Limited visibility into task progress and accountability.

Solution

Automated document and report processing system.
Real-time dashboards for workflow tracking and insights.
Audit trails and reassignment options for accountability.
Optimized processes to reduce manual effort and delays.

Key Business Outcomes

75% boost in team productivity.
Reduced workdays from 6 to 5 without impacting delivery.
Improved transparency and operational control.

Technology

Icanio Technologies aims to be the solution to any of your tech problems and a stepping stone to your digital transformation. Talk to us to find out how we have helped our clients become successful and we are sure you will also want to work with us.