An Independent broker dealer with the second largest broker dealer network in the US, lacked executive view across the business network with the distributed data that was making it impossible to view key metrics, gain insights, and simulate “what-if” scenarios. They wanted to improve the sub-optimal mobile features in the existing BI platform while dealing with the increasing cost of 3rd party tools, high time to market for reporting requests, and poor user experience with reports.

    Incedo’s blend of data warehousing, reporting, visualization, and analytics solution resulted in the following:

    360 degree view

    360 degree view of firm for executives

    Flexible access

    Flexible access to data and self-service at enterprise level

    Light & fast dashboards

    Light & fast dashboards

    Reporting self-service leading

    Reporting self-service leading to reduced ad-hoc requests to BI team

    Reduced cost of ownership with scaling of data

    Reduced cost of ownership with scaling of data

    Reduction in overall Licensing

    Reduction in overall Licensing & AMC cost with new licensing model

    Assisted executive management to make smarter business decisions

    Assisted executive management to make smarter business decisions through comprehensive sets of reporting and insights