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 of firm for executives


Flexible access to data and self-service at enterprise level


Light and fast dashboards


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


Reduced cost of ownership with scaling of data


Reduction in overall Licensing and AMC cost with new licensing model


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

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