Automated Insights: How Edelweiss Accelerated Research with a Custom Power App Solution on Microsoft Power Platform
Edelweiss Financial Services, a leading Indian financial conglomerate with ₹2.2 trillion in assets and 10M+ clients, needed a faster, smarter way to collect and analyze market intelligence from Preqin, a global private market data provider. Manual extraction into Excel was slow, error-prone, and unscalable—hindering efficiency in research, Financial management and Wealth management services.
Partnering with Cloudesign, Edelweiss implemented a custom Power Apps solution built on Microsoft PowerPlatform, combined with workflow automation, to fully automate Preqin data collection. What once took hours of repetitive work was reduced to minutes—unlocking agility, accuracy, and productivity.
The Business Challenge:
Manual, Inefficient, and Unscalable
Edelweiss’s analysts were slowed down by outdated manual workflows
Manual Data Extraction
Deal information was scattered across Excel sheets and email chains, leading to inconsistencies
Lack of centralized tracking delayed approvals and disbursements
Deal information was scattered across Excel sheets and email chains, leading to inconsistencies
Lack of centralized tracking delayed approvals and disbursements
The Solution: Custom Power App Solution with Workflow Automation
Using Microsoft Power Platform, Cloudesign engineered a custom Power Apps solution integrated with Power Automate Desktop to streamline data extraction, reporting, and analysis
Secure login to Preqin
Access Preqin’s trusted financial and market intelligence platform through a secure, authenticated login. This ensures that only authorized users can explore company and individual profiles, conduct due diligence, and perform in-depth market research. With encrypted access, your data remains safe while delivering accurate, reliable, and tailored insights for investment and financial analysis.
Automated extraction of fund & investor data
Streamline financial research with automated data extraction from Preqin. The system captures detailed fund and investor information directly from the source, reducing manual effort and errors. This ensures quick access to accurate, up-to-date insights for due diligence, market analysis, and decision-making—empowering your team with reliable data at scale.
Export into clean, standardized Excel templates
Easily transform complex financial and investor data into structured Excel templates that are ready for analysis. The automated export feature organizes raw information into clear, consistent formats—saving time, reducing manual formatting, and ensuring data accuracy. This enables seamless reporting, faster insights, and more informed decision-making.
Scheduled or on-demand runs for flexibility
Easily schedule recurring data extraction tasks or run them instantly when needed. This flexibility helps you adapt workflows to business priorities without delays. Stay efficient with timely access to accurate financial and investor data.
Integration with existing financial management software
Seamlessly connect Preqin data with your existing financial systems for a unified workflow. Eliminate data silos and manual transfers while improving accuracy and efficiency. This integration ensures smooth operations and a consolidated view of your financial insights.
Business Benefits Smarter Research, Stronger Finance
The deployment of the custom Power Apps solution delivered measurable results
Faster Data Collection
Hours of manual work reduced to minutes
Near-Perfect Accuracy
No typos or reporting inconsistencies
Analyst Productivity
Analysts focus on insights, not manual tasks
Standardized Reports
Consistent fund and investor comparisons
Scalable
Handles growing datasets without extra manpower.
Cost-Effective
Affordable, low-code automation with quick ROI
By leveraging Microsoft Power Platform and workflow automation, Edelweiss not only accelerated research but also strengthened its financial service automation, accounts payable management, and long-term Power apps for wealth management services
