Automating regulatory reporting with self-service analytics


In generated revenue


Saved on delivery cost


weeks per quarter of analyst time saved


Regulatory reporting commitments within this financial services client team were previously a manual and human-error prone activity. They needed an automated reporting solution that would eliminate errors and save time.


The regulatory report needed to be easy for the team to use and auditable at every stage. They also needed to be able to generate the report for different clients in a timely manner.


Keyrus developed a solution using a combination of Alteryx and SQL Server stored dimension tables that were easy to update and maintain. A series of Alteryx apps connected to the operational data and performed the analysis at various stages, then stored the outputs into SQL. The final Alteryx app outputs the data into Excel templates that match the required output of the regulator.

Key results

Automated reporting solution
Auditable process
Compliant with regulatory requirements


The solution generates the output required by the regulator and is sustainable for the team to maintain and update. It is auditable at every stage and saves two weeks of processing time.

Technology partners


Alteryx automates analytics, data science, and processes in one unified platform to accelerate digital transformation. Organizations rely on Alteryx to rapidly upskill their workforces and deliver strategic, high-impact, business outcomes. First Alteryx Global Premier Partner


North American partner of the year


expert consultants


years of partnership

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