Tableau Delivers Visual Analysis of Securities Trading Cost Data
公司规模
11-200
地区
- America
国家
- United States
产品
- Tableau
技术栈
- Microsoft Excel
- MySQL
实施规模
- Departmental Deployment
影响指标
- Digital Expertise
- Productivity Improvements
技术
- 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
服务
- 数据科学服务
关于客户
Rosenblatt Securities is an agency-only execution boutique that represents customers in the listed and over-the-counter markets both through its trading desk and via direct access to the NYSE floor. The firm has a reputation for integrity and discretion, employing an approach that is free of conflicts-of-interest. Since 1979, the firm has helped its institutional customers lower transaction costs and increase the efficiency of their trading through providing tailored, leading-edge technology and trading solutions.
挑战
The Analytics Group at Rosenblatt Securities is responsible for collecting, analyzing, and interpreting customer trading data. They needed to quickly examine hundreds of thousands of trades, compare those trades to multiple client-specified benchmarks and proprietary measures, highlight outliers and areas for continuous improvement, and prepare a summary for download into intuitive, graphical reports for its clients. The key challenge was to find an application that enabled iterative, visual analysis of thousands of data fields. The group searched for an effective front-end application to perform data analysis and reporting. Compatibility with existing tools such as Microsoft Excel and MySQL was critical.
解决方案
Rosenblatt Securities selected Tableau as its newest analysis application. Tableau now enables the team to directly access data and gives it flexibility and unmatched visual analysis capabilities. The primary evaluation criteria for the new application were: (1) it had to enable multidimensional data analysis, (2) it had to be easy to present crisp visualizations, (3) it had to be easy to learn and use, and (4) it had to be deployed quickly without servers or IT support.
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