Case study: Scalable Capital

Scalable Capital is a Personalised Investment Management solution that provides the most convenient form of investment and takes care of all investment decisions. Scalable Capital utilizes innovative technology to continuously measure and monitor the risks in customer’s portfolios. All portfolio adjustments are made automatically. So far this type of service has been reserved for very wealthy clients. Scalable Capital gives all potential investors access to this specialist service.

Objective

As a young company, Scalable Capital had not yet been able to focus IT resources on building sophisticated in-house reporting to manage digital advertising and therefore used Excel. The process was very manual and included uploading and downloading of data and relying on Excel sheets to share information. This was resource intensive and did not enable easy distribution of data throughout the business.

Solution

Funnel was implemented to enable daily monitoring of campaigns and business growth without the need to log into each individual media partner’s platform to download data to understand how the business is growing. Excel is no longer required to share detailed reports across the business. Funnel is now part of the daily reporting structure across the marketing team, giving an instant update from the dashboards and enabling real-time reporting to the entire business. When your largest marketing expense is digital, being in control is a prerequisite.


“With the launch of our business in the UK, Funnel is going to be our cornerstone of reporting on all our digital media investment. It’s a really cost effective and time saving solution that makes all of our digital reporting data accessible to the whole business.”

Nathalie Landron
Head of Marketing
Scalable Capital

Highlights

  • Automated download and upload of advertising and analytics data
  • Dashboards and reports enabling real-time reporting to the entire business
  • Excel no longer needed to share data across the business