Integration of Tools to Save Time on Data Sourcing

What we are proud of

$9–$10M annualized cost savings. Over 40% increase in efficiency

Challenge

The client wanted their financial models to auto-populate historical data through Daloopa, aiming to streamline data sourcing without changing their preferred model structure. Manual updates were slowing down model creation and roll-forward processes, creating inefficiencies during peak workloads.

Solutions

Developed model templates integrated with Daloopa’s data feeds while keeping the client’s existing model framework fully intact. Built automated checks within the template to flag any inconsistencies between Daloopa data and model expectations, ensuring accuracy and reducing manual review time.

Impact

The integration allowed the client to build new models and roll forward existing ones far more quickly and effectively. With automated data pulls and built-in validation, the client achieved substantial cost savings, improved accuracy, and significantly enhanced productivity.