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Case study

Copperfield Insurance builds defensible disclosures

How Copperfield Insurance worked with us on builds defensible disclosures.

Same-day assurance answers
We can finally trace every ESG number back to source. Assurance stopped being a guessing game.Amara Yamamoto, Head of Customer Success, Copperfield Insurance
Copperfield InsuranceEnterpriseEuropeLive in 8 months

The challenge

ESG data arrived from dozens of sources in inconsistent formats, and the reporting team could not trace a disclosed metric back to its underlying data when assurance asked.

Our approach

We centralised the ESG data sources, applied quality controls with lineage, and tied each disclosed metric to its source so refreshes stayed traceable end to end.

The result

The firm reached CSRD readiness a full cycle earlier than planned and stopped rebuilding its ESG dataset from scratch each period.

ESG data arrived from dozens of sources in inconsistent formats, and the reporting team could not trace a disclosed metric back to its underlying data when assurance asked. We centralised the ESG data sources, applied quality controls with lineage, and tied each disclosed metric to its source so refreshes stayed traceable end to end. The firm reached CSRD readiness a full cycle earlier than planned and stopped rebuilding its ESG dataset from scratch each period.

This case study is written by the vendor and describes their own work. Outcomes have not been independently verified by RegTech Radar.