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JP Morgan Chase

Database report automation on customer data.

FSI built several, very complex reports (see case study) for JP Morgan Chase, retrieving data from many sources, including an Oracle customer database. Reports were created in Excel VBA. This allowed very specific and complex interface to be generated in an environment that’s familiar to managers.

FSI’s market research knowledge proved invaluable in helping the client determine proper metrics and the best formats to display the data.

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