Analyst Report Builder

Trading CentralMarch 2019

Problem Summary

Financial analysts were spending more time on report production than on actual analysis. The fragmented toolchain meant constant context-switching and manual data re-entry, leading to errors and delays in getting market insights to clients.

Opportunity

How might we consolidate the report creation workflow into a single tool?

Solutions

Solution Image 1

Redesigned action nodes to include aggregate run data and object creation (e.g. conversations) data. Improved the run history to be filterable by each specific action.

Solution Image 2

Updated the ouput of individual runs to be consice and account for every possible edge case so users are not left in the dark about what happened and why.