- First Allied is a private equity brokerage with a network
of more than 1,000 IFAs (Independent Financial Advisors) and nearly 500 branches .
- Delivered a BI solution that encompasses financials, customer service & operations.
- First Allied used various homegrown data systems such as Contact, Securities Licensing, and the Brokerage Datamart, as well as SalesForce and Quick Books Online to manage their daily business activities.
- They needed a dashboard solution to help visualize the current state of affairs across the organization by combining the information from multiple data sources.
- Developed an executive dashboard with drill down capabilities so that analysis can be done at the executive, managerial and operational levels.