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

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