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Using Excel as part of your digital and platform strategy to deliver live data to clients

Discover why leading institutions continue to embed Excel into their digital and platform strategies to streamline client workflows and accelerate time to market.

Examples from NatWest Markets and TP ICAP show how Excel-based workflows enhance client onboarding, automate data delivery, and improve customer experience.

Real-time data distribution using Excel, APIs, and chat platforms addresses the 'last mile' challenge by removing manual tasks, standardising workflows, and enabling automation without needing new apps.