business intelligence for stock brokers

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

2ElegantJBI-Business-Intelligence-Suite-for-Stock-Brokers

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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: [email protected]

Sales, Partnership and Support :For any sales, licensing or partnership related inquiries:Email: [email protected]: [email protected]

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

mailto:[email protected]

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business intelligence for stock brokers

Data & Analytics