---
title: "Confluence Product Story: Global Fintech Modernization | Truefit"
description: Truefit partnered with Confluence's in-house team to build a web app that helps fund managers quickly build ADA-compliant custom share class-level reports.
image: https://truefit.io/hubfs/Confluence%20b.png
---

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# A regulatory opportunity emerges

Confluence — a global leader in data-driven investment management solutions — saw an opportunity emerge when the SEC issued a substantial requirement for financial reporting. Given their large client base, Confluence wanted to provide a solution for clients to efficiently produce new Tailored Shareholder Reports (TSR).

![Confluence web application showcasing the main report builder.](https://truefit.io/hs-fs/hubfs/confluence-Hero1.png?width=1920&height=1279&name=confluence-Hero1.png) ![Confluence web application showcasing the main report builder.](https://truefit.io/hs-fs/hubfs/product_increaseRevenues-confluence.jpg?width=1438&height=1135&name=product_increaseRevenues-confluence.jpg)

### At-a-Glance

Collaborating with Confluence’s in-house product team, Truefit was able to build a web application that helps fund managers to quickly design and build professional, ADA-compliant custom templates that a can be used for hundreds or thousands of share-class level reports required by new SEC regulations for Tailored Shareholder Reports (TSR).

React Web application development

Multi-user UI tools and templates

Integration with Confluence data

Automated accessibility tools

Exportable reports in HTML or PDF

Version history and commenting

## Delivering customer value that creates business impact

**Desired business impact**

- Reduce staffing needs to support large volume
- Reduce overhead required for maintaining templates
- Increase revenues
- Capture early market share
- Meet the expectation of government issued requirements on time

**User benefits**

- Easy, customizable styling for reports
- Built-in accessibility checks for visual contrast and HTML/PDF structure
- Efficient onboarding of new client users
- Reusable templates
- Reduce time required to build a template
- Version control that’s easy to work with
- Outputs that are visible on both desktop and mobile viewports

### Headline

Attracted new clients

Increased search volume

Reduced time to discover relevant patents

Attracted follow on funding?

![icon-quote-yellow](https://truefit.io/hs-fs/hubfs/icon-quote-yellow.png?width=182&height=181&name=icon-quote-yellow.png)

> "Testimonial to go here" — Chris Evans, CTO

### Product Details

![Confluence web application showcasing the all report templates.](https://truefit.io/hs-fs/hubfs/Product%20Images-May-06-2024-03-38-17-7830-PM.png?width=502&height=736&name=Product%20Images-May-06-2024-03-38-17-7830-PM.png)

![Confluence web application showcasing fine UI details of the interface.](https://truefit.io/hs-fs/hubfs/Product%20Images-1-4.png?width=502&height=736&name=Product%20Images-1-4.png)

![Confluence web application showcasing the safe areas of a custom report.](https://truefit.io/hs-fs/hubfs/Product%20Images-2-May-06-2024-03-38-17-7739-PM.png?width=502&height=736&name=Product%20Images-2-May-06-2024-03-38-17-7739-PM.png)

### How we did it

 Discovery workshop

 Our team met with the customer for an intensive discussion to understand the user, align on expectations, and define business outcomes for key milestones.

 User interviews

 We conducted several 1-1 interviews with existing users about their needs, problems and product expectations for an improved product experience. We surveyed their existing employees to measure users needs and priorities.

 Stakeholder interviews

 Working in collaboration with their customer support team, we worked through existing feedback to identify their needs and measures for success.

 Product audit

 Our team conducted a rigorous review of existing solutions to understand necessary functionality and workflow to inform new product design. In addition, the team reviewed PDF report outputs to understand elements that were expected within the tool.

 Product trend analysis

 We studied competing offerings and experiences and other related product design trends.

 Journey mapping

 Our team created a journey map to align and collaborate with the client’s internal product team about how the front end user experience and back end data integrations would work together to deliver a great user experience.

 Product strategy and roadmapping

 We defined and prioritized problems from a business and user experience perspective. We identified important risks and assumptions that needed to be tested ahead of the build. 

 Object-oriented UX workshop

 In an OOUX workshop, our team worked through defining objects, elements and actions that were central to the user experience.

 Prototyping

 With our validation of the customer journey map and our OOUX artifacts, our team was able to quickly produce high-level wireframes for the foundational features of the product - the template builder.

 Design validation with users

 We made sure that all the functionality and content was easy-to-use and navigable by observing users working with a prototype of our initial wireframes. Several quick wins were identified for pre-launch refinements.

 Build! Build! Build!

 We designed, coded, and tested on a weekly basis until we were feature complete for the first release.

 Prepare for launch

 Once all the systems were tested, Truefit assisted the client’s in-house team with efficiently getting the first iteration of the system up and running for private beta testing ahead of a broader commercial release. Subsequent releases were deployed on a monthly schedule.

### Let’s start a conversation about how to automate software features with AI.

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 Truefit works with business leaders who need to create new and next-gen software products to explore new market opportunities, solve important problems, and grow their business.

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1001 Liberty Avenue

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Pittsburgh, PA 15222

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