BI for Equity, Commodity and Currency Brokerage

The stock equity, investment, commodity and currency exchange brokerage and trading markets are complex and competitive, and rife with government and international regulations. Ever-changing technologies and platforms, evolving customer demands, rapid industry and market movement, unanticipated shifts and trend, and changing macro and micro economics contributes to the challenges of managing a business in this industry.

Customers are more sophisticated than ever and they demand measurable results, and appropriately skilled, experienced resources to protect their investments and provide timely recommendations and reporting. The investment, hedge fund, stock brokerage, commodity and currency industry is growing faster than ever before with more players in the market., more specialization and a growing investor base. Companies have to manage growing volumes of data and customers along with increasing industry and government regulations regarding data privacy and security and rules and regulations that comprise and control trade and information disclosure.

New trade and exchange markets and trading types and products are evolving every day, and that is a challenge. The volume of transactions and customers is increasing. Competition in these markets is increasing with new brokerage firms, and international players entering the market. All of those factors add more challenges to the business and these challenges are compounded by the sheer volume of data and ever-increasing number of data sources. The need to gather, sort, filter and analyze data in a concise manner is more critical than ever.

To be a successful brokerage and trading business, an enterprise must establish and monitor key performance indicators (KPIs) and metrics. It must identify, attract and support profitable customers, improve operations at the grass roots level, and achieve true business intelligence to understand and improve performance and predict and forecast results based on trends and business patterns. A suitable, practical, simple and affordable Business Intelligence solution must meet and exceed expectations and address and overcome the obstacles of data management in these industries.

A simple, practical, affordable, and mobile business intelligence solution will provide numerous benefits and competitive advantages and allow the business to:

ElegantJ BI can address the challenges of a complex brokerage business and provide user-friendly, intuitive tools for every member of the business team. Simple, comprehensive data integration and reporting tools ensure that the brokerage business can achieve and sustain timely reporting and can identify issues before they become problems. The business can then identify trends and patterns, and leverage impact and sensitivity analysis to better plan and forecast. Forecasting and predictive analysis tools will assist the enterprise in creating a clear, concise strategy and achieving business success, thereby improving customer satisfaction and regulatory compliance.

The ElegantJ BI solution includes intuitive, personalized dashboards, alerts, publishing and reporting features to satisfy changing reporting requirements, and provide data democratization to the various types of trades and business lines, e.g., cash delivery stocks, F&O for stocks, currency, and commodities. With ElegantJ BI, you can quickly define and monitor critical analysis and KPIs to improve performance.