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Financial Automation Case Study: How a Private Equity Firm Saved $500,000 Annually on Reporting
A Woodmark Technologies Case Study
www.woodmarktech.com
Abstract
A top tier private equity firm
needed to automate quarterly
reporting of financial and tax
information mailed out to 2,000
limited partners, in order to
increase efficiency, cut costs,
reduce headaches, and to go
paperless in accordance with the
green initiatives of certain
limited partners.
With a report automation
solution from Woodmark, all
documents are now emailed and
uploaded to their limited partner
web portal. This saves $500,000
per year by cutting FedEx costs
and by freeing up the staff to
handle a twofold increase in
funds under management without
increasing headcount.
Download Complete Case Study
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