Tableau Case Studies Tableau Delivers Visual Analysis of Securities Trading Cost Data

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	Tableau Delivers Visual Analysis of Securities Trading Cost Data Tableau

Tableau Delivers Visual Analysis of Securities Trading Cost Data

Tableau

Technology Category	Application Infrastructure & Middleware - Data Visualization
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Services	Data Science Services
Challenge	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. Read More
About Customer	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. Read More
Solution	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. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Visualization

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Services

Data Science Services

Challenge

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.

About Customer

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.

Solution

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.

Impact #1	Tableau enables the team to directly access data
Impact #2	Tableau provides flexibility and unmatched visual analysis capabilities
Impact #3	Tableau is easy to learn and use

Impact #1

Tableau enables the team to directly access data

Impact #2

Tableau provides flexibility and unmatched visual analysis capabilities

Impact #3

Tableau is easy to learn and use

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Overview

Tableau Delivers Visual Analysis of Securities Trading Cost Data

Operational Impact