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Business intelligence

Managers identify and act on new business opportunities

We identified a growing need for a system that could help managers act on market events and correlate trends with client data, to capitalize on trading opportunities.

trading room managers are under intense pressure to make quick but accurate judgments and execute them swiftly. Through TraderWind Business Intelligence, trading room managers can cross-reference customer interactions, and correlate these sources with finance and market data. The outcome - improved manageability and better decision making.

Critical set of decision making tools displayed in easy-to-follow reports

To date performance evaluations are limited to transactions, sales, volume, comissions and market volatility TraderWind’s business intelligence dashboard enable managers to easily compare performance of traders or desks by calls, tasks and other non- financial productivity and performance measurments..

TraderWind’s Business Intelligence is realized through drill-down dashboards that provide managers with Key Performance Indicators (KPIs) of trade floor activities. KPIs are displayed in easy-to-follow reports with pictographs.

TraderWind was key in translating customer interaction into valuable knowledge and increased income.
Uri Shpan,
Global Head of Sales,
Bank Mizrahi-Tefahot
 
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