Securities America Delivers Rich Analytics With WebFOCUS
Company Size
1,000+
Region
- America
Country
- United States
Product
- WebFOCUS
- BI Portal
- Active Technologies
- Mobile Favorites
- InfoAssist
Tech Stack
- Business Intelligence
- Data Integration
- Data Governance
- Data Visualization
- Predictive Analytics
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
Technology Category
- Analytics & Modeling - Real Time Analytics
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Data Visualization
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Inventory Management
- Predictive Maintenance
- Supply Chain Visibility
Services
- Data Science Services
- System Integration
- Training
About The Customer
Securities America is one of the largest and most successful independent general securities brokers/dealers in the U.S., with 2,100 employees and annual revenue of $500 million. The Omaha, Nebraska-based company offers education, advice, retirement planning, and wealth management services nationwide through a network of registered investment advisors. Along with a wide variety of insurance, annuity, and ancillary products available via strategic brokerage relationships, Securities America’s products and services help independent advisors provide their clients with quality financial advice for life.
The Challenge
Securities America, one of the largest independent general securities brokers/dealers in the U.S., faced a challenge in servicing clients quickly and effectively due to the dispersion of necessary data across multiple tools and databases. The company wanted to create a customized analytical tool that could be both flexible and easily accessible by a variety of users. The goal was to improve the overall experience for financial advisors, branch managers, and office assistants, and in so doing, allow them to provide better service to their clients – even as they obtain a deeper understanding of their business. In addition to providing new analytic capabilities, Securities America wanted to institute enterprise-wide data governance procedures to build confidence in the analytic data and its basis in day-to-day decision-making.
The Solution
To overcome this obstacle, Securities America worked with Information Builders to create Dashboard 2.0, a customized business intelligence (BI) and analytics Portal that centralizes client, branch, and advisor information from multiple systems into an easy-to-read, dynamically updated format for agent reporting and analysis. The solution was built using Information Builders’ WebFOCUS, a complete BI and analytics platform that simplifies front-end development of portals, dashboards, and reports while also streamlining back-end integration with a wide range of applications and databases. The BI solution empowers financial advisors, branch managers, and their assistants with quick access to customized information about their accounts, clients, and offices, either by drilling down to these levels or by summarizing the data into one consolidated view. Each advisor can select the data he or she needs from moment to moment.
Operational Impact
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