Our Customers


A leading provider of clearing and financial services outsourcing solutions, serving more than 1,100 financial organizations and 100,000 independent investment advisors worldwide.

The Challenge


Pershing had to find a way to deliver targeted analytical information to tens of thousands of busy brokers without requiring them to learn a report writer or deal with cryptic database technology.

The Strategy

It leveraged WebFOCUS BI software to deliver real-time nuggets of intelligence within the context of Pershing's existing NetExchange Pro brokerage platform.

Patrick Yip
Director of Advisory Market Technology Strategy

Our BI environment gives us a competitive advantage for one simple reason: It offers insight into the daily activities of our customers.

The Outcome

The company now has a powerful BI environment that delivers accurate information about account balances, financial holdings, and trades to improve the customer experience.