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A top 10 Financial wealth management company of India and one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services.
The client had multiple BI tools and solutions, however they failed to get a consolidated view of the reports generated. The users were heavily dependent on the IT teams for adding additional columns and data for creating the reports and dashboards as they were not able to do it by themselves.
The client wanted a single, integrated, flexible, self-service centralized BI and reporting solution which will enable its business users to analyse & monitor critical information for effective and faster decisions.
Datamatics team of experts understood the requirements of the client and suggested the use of its centralized BI solution, TruBI, coupled with SQL data warehouse.
The comprehensive solution offered an integrated data warehouse to provide holistic and streamlined data at the data warehouse level with automated data validations.
TruBI dashboards helped in monitoring KPIs and conducting drill-down analysis for quick decisions and provide user-friendly dashboards with detailed and clear instructions thus providing an enhanced User Experience.
Increased due to visualization of important information
on a very high level
In reporting, analysis and planning
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Datamatics is a Digital Technologies, Operations, and Experiences company that enables enterprises to go Deep in Digital to boost their productivity, customer experience and competitive advantage.