Optimising portfolio monitoring and reporting

We understand the pressure placed on delivery teams to respond to regulatory changes (planned and out-of-cycle). Portfolio managers find their time split between organising their teams, working out where the white spaces are, and reporting progress. This takes precious time away from their key resources, is manually intensive, and is never as data-driven as desired – nor is the insight as deep as it should be.

At ACT we employ Regulatory Technology to leverage existing data inputs (structured or unstructured) required for this portfolio oversight. We automate the creation of progress reports, and provide an analytic layer to enable trend-based monitoring. This ensures the data is living,  growing only more valuable over time.

Our real-world experience with the varied sources (and maturity) required to deliver the above insight, allows us gather the key information systematically, or via expert approaches. As we do so, we are also able to highlight data quality issues, and feed these back to our clients and their continuous improvement programmes. In doing so we build sustainable value within our clients – and that makes us happy!

While ACT’s standard approach provides an iterative and agile introduction of the above (modular) capability, we also love customising and adapting towards specific client needs. If these issues resonate, let us help improve your decision making in an efficient, data-driven way!

Take control of your change portfolio.

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Janco Jordaan Manager ACT Regtech Solutions