A B2B financial services company with 400+ corporate clients was running critical operations on manual exports, siloed spreadsheets, and informal messaging channels. I rebuilt how they managed their data from the ground up.
Multi-day reconciliation meetings — eliminated. Four teams arguing about whose numbers were right — replaced by one automated infrastructure everyone trusts.
Every transaction at this company involved multiple parties: an OTC provider, an operations team, and a finance department. The workflow holding it all together was informal by design — conversations happened over messaging apps, each department manually downloaded their piece of the data into their own spreadsheet, and nobody was working from the same numbers.
When operations and finance sat down to reconcile, they weren't comparing data. They were arguing about whose version was correct. Those meetings regularly stretched from hours into days.
One root cause: no reliable data infrastructure.
I built an automated workflow that replaced the informal messaging chain entirely. When a transaction came in, the relevant information was routed simultaneously to the right stakeholders — each party seeing only what they needed, with full confidentiality maintained between OTC partners. Every transaction automatically populated a centralized Google Sheet: one source of truth, all departments, real time.
The informal channels closed. The data discrepancies disappeared. Reconciliation stopped being a multi-day negotiation.
If your team is working from siloed spreadsheets, manual exports, or informal data flows, the problem isn't just operational. It's commercial.