Information Builders Case Studies Securities America Delivers Rich Analytics With WebFOCUS

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	Securities America Delivers Rich Analytics With WebFOCUS Information Builders

Securities America Delivers Rich Analytics With WebFOCUS

Information Builders

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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.

About 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.

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.

Impact #1	Dashboard 2.0 improves recruiting efforts
Impact #2	Decreases the cost of proprietary application development
Impact #3	Accelerates time to market

Impact #1

Dashboard 2.0 improves recruiting efforts

Impact #2

Decreases the cost of proprietary application development

Impact #3

Accelerates time to market

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Overview

Securities America Delivers Rich Analytics With WebFOCUS

Operational Impact