Fingertips Intelligence capability

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Fingertips Intelligence capability

  1. 1. About Fingertips Intelligence• Help companies by :- » Managing Data More Effectively » Automating Reporting Processes » Replace Disparate Excel Spreadsheets with Single Database (Filemaker) Solution• Founder Kapil Kapur:- » Experience in delivering solutions to Corporate Clients » 20 years of System Build Experience » Msc in Mathematical Modelling Oxford University
  2. 2. My reporting cycle is too manual My links between I have to enter spreadsheetsdata into multiple keep corruptingsystems e.g SAGE / Excel I cant get the key information that I need
  3. 3. Case Study •Investment Firm had data from providers in Excel spreadsheets •Individual Asset Valuations •Cash Movements •Trades / Purchases •Large number of Manual Calculations •Fee Calculations •Overall Valuations •Performance •Extensive time to create client reports •Concerns about Data Quality
  4. 4. Solution •Filemaker Solution with 5 users • Automatic Upload of Spreadsheets into Database • Checked imported data for correct portfolio codes • Any errors in data highlighted at point of entry • Calculations now performed instantaneously • Fees • Valuations • Performance Metrics • Client Facing report created
  5. 5. Case Study – Starting point – Excelspreadsheets showing transactions
  6. 6. Case Study – Screen Shot Asset Valuations
  7. 7. Case Study Screen Shot - FeeCalculations
  8. 8. Case Study ScreenShot – Client ReportExtract
  9. 9. Summary• Fingertips Intelligence provides:- – Bespoke Management Information Solutions – Fast Response Time – Cost Effective Solutions – More than just a solutions provider:- • Data Migration • Training • Ongoing Support • Upgrades / Modifications

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