Financial teams relied on manual processes to extract and transform Wealth Spectrum report data from multiple CSV APIs, creating fragmented workflows, limited visibility, and slow report generation for Insight consumption:
Data distributed across 10 separate CSV-based APIs.
Manual extraction and Excel transformation required significant effort.
No unified structure for storing and managing report data.
Lack of logging reduced visibility into usage and errors.
Limited flexibility in file storage configuration.
Delayed reporting slowed operational insights.
Solution Provided
Icanio Technologies developed an automated platform that fetches Wealth Spectrum CSV data, parses and stores it in structured databases, and delivers real-time Excel reports through secure APIs:
Automated extraction and parsing of Wealth Spectrum CSV data.
Structured storage of report data within a MySQL database.
Secure APIs deliver Excel-formatted reports in real time.