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The Challenge

In many industries, teams spend valuable time each day manually checking and reporting on critical business metrics. This is especially true in financial services, where timely information about client accounts, available balances, and investment opportunities can make a significant difference in business outcomes.

Manual reporting processes are not only time-consuming but also prone to human error. Teams need a solution that can automatically gather, process, and deliver the right information to the right people at the right time.

With Nekt, companies can automate their reporting workflows by connecting to their data sources, transforming the information as needed, and delivering personalized reports directly to stakeholders’ inboxes. This automation saves hours of manual work while ensuring accuracy and timeliness.

Once configured, these automated reports run on schedule, delivering critical information exactly when it’s needed. Whether it’s daily balance reports, client updates, or performance metrics, Nekt ensures that teams have the information they need to make informed decisions quickly.

Data Source Integration

Connect with any service or system you use, from banking platforms to CRMs.

Data Transformation

Transform your data using SQL or natural language with our AI assistant.

Email Delivery

Automatically deliver reports to any email platform, including Outlook.

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Customer success story

Unifique Invest, a financial advisory firm, faced a common challenge in their industry: advisors were spending valuable time each morning checking which clients had available balances to reinvest after maturity dates. This manual process was not only time-consuming but also risked missing investment opportunities.

With Nekt, they were able to:

  • Connect directly to their BTG bank system
  • Create automated daily balance reports
  • Filter accounts with available cash using simple transformations
  • Schedule automatic email delivery to advisors every morning
  • Save hours of manual work while ensuring no opportunities are missed

The result was a streamlined workflow where advisors receive their daily reports automatically, allowing them to focus on client service and investment decisions rather than data gathering.

Check our LinkedIn post about it!