business intelligence for stock brokers
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ElegantJBI-Business-Intelligence-Suite-for-Stock-Brokers 1www.ElegantJBI.com
ElegantJ BI- Business Intelligence for Stock Brokers Business Intelligence is no longer what you thought it to be
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The PromiseBI Democratization:Cost effective reach across the organization. You can reach hundreds of users at an unmatched cost
Incredible TCO:Lowest cost of ownership
Independence:From special skill, consultants, device, operating system, complex licensing or any transaction systems
Unique TechnologyManaged Memory Computing: Puts the power to choosing the data you want in memory in your hands
Speed:Shortest implementation time
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The Architecture
Driving Principles:• Simplicity: Make product design simple to use and reach• Independence: Give customers the freedom to choose other platforms and options• Scalability: Should grow as use and reach expand• No Maintenance: Should not have any other cost for maintaining and running the
application
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INTEGRATE TEAMS, SCALE POTENTIAL
ElegantJ BI for Stock Brokers
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Key Challenges
Connecting to disparate data sources
Consolidating data for accurate monitoring of business
Data-level security in reports and dashboards through access rights
Making analytics available across the organization in multiple branches and across the board
Limited analysis of daily business operationsDelays in reporting due ad-hoc dependency on MIS team
Limited performance management due to shadow areas in reporting in absence of Dashboards & KPIs. Handling large data sizes for ad-hoc analysis
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ElegantJ BI for Stock Brokers
SPECIMEN KPIS & ANALYTICS
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Client’s Activity & Profiling Analyze Client Traded by
Region, Segment, Franchisee, Business Source, etc.
Analysis over different Time-slices - Yesterday, Month to Date (MTD), Year to Date (YTD), etc.
KPI Analysis like Client Added, Active Ratio Overall, Client Lost, Active Ratio –New Clients
Comparison of actual with previous value and trend analysis for the same
Analyze Revenue earned in last 5 days Commodity, Currency & Equity Wise
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Revenue Analysis Deep Dive analysis
of Revenue Earned, Time Period Wise, Product Segment wise, Business Associate wise, Customer wise etc.
Analyze monthly Revenue in comparison to Turnover. Drill down to see the week details. Observe trend for the same.
Analyze Revenue Earned via Business Channel, States and Zones.
Drill down on branch to see share of revenue earned directly, through Remissier and staff
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KPI Analytics
Analyze month wise Revenue Earned with Active Ratio Average Revenue Per Unit (ARPU) KPI analysis of Clients Added, Revenue Earned,
Turnover and Market Share Filter the data State Wise , Business Associate,
Exchange wise, product segment and apply ranking
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Contribution & Trend Analysis
Clients Traded comparison today, previous day, month till date and year till date
Analyze Revenue Earned from Equity, Commodity and Currency Business Channel wise for Today, Previous Day and Month Till date in comparison to turn over
Analyze Clients Added Month on Month through Equity, Commodity and Currency
Drill down on Equity shows revenue earned in compare to turnover NSE and BSE wise
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Channel Analysis Analyze Revenue Earned
through Advisors and Self earned revenue
Analyze top Trading Advisor and Top Delivery Advisor with number of clients and Revenue Earned in amount
Analysis of Revenue Earned through each Advisor and their percentage contribution in total Revenue Earned
Number of clients added via each advisor and their percentage contribution to total number of clients added
Graphical Analysis of Trading Revenue and Delivery Revenue via Advisors and Self
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Brokerage Analysis
Analyze Brokerage earned : Products, SP and Self
Analyze Brokerage target achieved by each branch
Track Gross Brokerage earned and Accounts Opened
Analyze region wise brokerage contribution
Filter the data Region wise, Branch code wise and time period wise
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Unique Value Proposition
Ready to use templates to get started
Typical Implementation Cycle of 4 to 6
weeks
Training & Consulting for
DWH & ETL( if needed )
Model to empower your IT team for all your BI needs
Unbeatable ROI & shortest
Implementation Cycle
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Unique Managed Memory Computing
Works on any OS
Device Independent; ready for any desktop, mobile or tablet
100% browser based
Connects to most databases and
applications
Self-service BI; works with novice user as easily as it works with
power analyzers
No dependence on special skills; in-house IT staff can easily maintain
and develop the application
Quick rollout to various locations and large number of users with short
training and no installation on client devices
For IT managers and Business Users
Design once, Use anywhere
Integrate ElegantJ BI into your apps,Deliver embedded analytics within your applications
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Contact Us
For More Information Contact:Elegant MicroWeb A-305 Shapath IV, Opp. Karnavati Club, S. G. Highway, Ahmedabad- 380051 (India) Email: contact@ElegantJBI.com
Sales, Partnership and Support :For any sales, licensing or partnership related inquiries:Email: sales@ElegantJBI.comSupport: support@ElegantJBI.com
ElegantJBI-Business-Intelligence-Suite-for-Stock-Brokers – Version 3.1 – Published 2015Copyright © Elegant MicroWeb Technologies Pvt. Ltd (EMTPL), all rights reserved
This presentation contains information that is proprietary and confidential to EMTPL, which shall not be disclosed, transmitted, or duplicated, used in whole or in part for any purpose other than its intended purpose. Any use or disclosure in whole or in part of this information without express written permission of EMTPL is prohibited.Any other company and product names mentioned are used for identification purpose only, and may be trademarks of their respective owners and duly acknowledged
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