Securities America Delivers Rich Analytics With WebFOCUS
公司规模
1,000+
地区
- America
国家
- United States
产品
- WebFOCUS
- BI Portal
- Active Technologies
- Mobile Favorites
- InfoAssist
技术栈
- Business Intelligence
- Data Integration
- Data Governance
- Data Visualization
- Predictive Analytics
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
技术
- 分析与建模 - 实时分析
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 数据可视化
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 库存管理
- 预测性维护
- 供应链可见性(SCV)
服务
- 数据科学服务
- 系统集成
- 培训
关于客户
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.
挑战
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.
解决方案
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.
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