One of the nation’s largest independent broker-dealers supporting more than 2,000 financial professionals, and serving more than 500,000 investors.
Account and client information from multiple sources was difficult to consolidate, making it cumbersome for Securities America's advisors to answer questions, prepare for meetings, and review financial activity.
So, the company tapped WebFOCUS to integrate investor profile, portfolio, and performance assets into a seamless BI environment, allowing financial advisors to rapidly access and visually explore client and portfolio information.
Randy R. Reed
VP Enterprise Architecture and Application Development
It was clear that Information Builders was a trusted partner that would stay the course with us. Working with Information Builders has been a key part of our success.
Now, Dashboard 2.0 improves recruiting efforts, decreases the cost of proprietary application development, accelerates time to market, and decreases financial risk through better data governance.