First Allied

Outline

  • 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.

Business Problem

  • 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.

Business Solution

  • Developed an executive dashboard with drill down capabilities so that analysis can be done at the executive, managerial and operational levels.

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