The Challenge: Data-Driven Blind Spots
Despite its market leadership and a rapidly expanding customer base, the broker faced a critical operational roadblock—the lack of a unified, comprehensive view of its data. Vital information was fragmented across multiple platforms, making it nearly impossible to derive timely, actionable insights.
Trader profiles, transactional data, and customer support tickets lived in isolated systems. While the trading platform stored activity in MySQL and MongoDB, customer interactions were tracked separately through platforms like Freshdesk. These siloed databases created blind spots across the organization. Teams operated in pockets of information, unable to see the full customer journey or correlate trading behaviors with support queries and performance metrics.
As the business scaled, so did the complexity of managing this data chaos. Executives struggled to answer foundational questions: Which trading products were driving the most revenue? How effective were customer support responses in improving retention? What patterns in user activity signaled potential churn?
The client needed more than just better reporting—they needed a dynamic system that could seamlessly aggregate data from across platforms, enable cross-functional analysis, and empower users to slice and dice the data through customized, real-time reports.
