Ditching Excel for intelligent risk management.
The Problem
Roundtable needed a compliance platform that could match their sophisticated risk approach for private market investors, replacing error-prone Excel workflows.
The Solution
Dotfile gave Roundtable the flexibility to compute risk exactly how they wanted with full automation, replacing manual Excel risk matrices.
Roundtable partners with Dotfile for intelligent risk management.
“It is also the first time that I am able to ditch my Excel risk matrix because Dotfile offers me the flexibility to compute risk exactly how I want.”
Julien Fissette
Co-founder & CPO, Roundtable
Results
40%
operational cost reduction
80%
reduction in onboarding time
2,3k
cases created in 5 months
Define risk once. Approve with confidence everywhere.
Fast-track low-risk cases. Flag complex ones. Approve with confidence.