Explore how Magora and Grant Thornton's collaboration automates EMI Scheme Documentation, empowering clients and the firm with a streamlined, self-service platform for efficient handling of complex cases from creation to closeout
Magora built Grant Thornton's self-service platform for EMI scheme documentation. We build bespoke accounting and financial software for UK firms: document workflows, client portals, Xero and Sage integrations.
Grant Thornton is a distinguished financial advisory firm, committed to delivering exceptional services in accounting, tax, and advisory matters. Their expertise spans a wide range of industries, ensuring comprehensive and strategic financial solutions for clients.
Grant Thornton faced challenges in efficiently producing tailored EMI Scheme Documentation for clients. The manual process was time-consuming, lacked automation, and hindered the seamless management of complex cases, prompting the need for an innovative solution.
Magora collaborated with Grant Thornton to develop a cutting-edge platform, addressing the goal of automating the creation of customized EMI Scheme Documentation. Our goal was to deliver a solution that can produce tailored EMI Scheme Documentation in an automated fashion based on the information provided by clients. The solution not only streamlined document generation but also introduced a self-service environment. With added workflow and case management functionalities, this solution empowered clients and the firm to efficiently handle complex cases through the platform. The system also provided clients with access to workflow tools and notifications, ensuring a guided and automated process from document creation to closeout.
Platform that automatically generates tailored EMI Scheme Documentation
Documents are generated automatically and clients follow a guided, notified process from creation to close-out.
Feedback from the client team on this project.
What used to be three days of manual EMI documentation is now a structured workflow. Magora understood our compliance constraints first, then engineered around them.
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