Does Your Business Intelligence Only Display a Fraction of the Frame?

<p>As the brokerage sector evolves at lightning speed, data reigns
supreme. To remain top of mind with their clients, brokers must harness the
power of data to tailor their offerings. This is where Business Intelligence
(BI) plays a pivotal role. <a href="https://www.fintech360.com/" target="_blank" rel="follow">Fintech360</a>, an all-inclusive technology
provider to the brokerage industry, understands the challenges facing brokerage
firms when it comes to processing staggering volumes of client data and
translating them into actionable insights. </p><p>Introducing its integrated technology suite, <a href="https://www.fintech360.com/business-intelligence/" target="_blank" rel="follow">Fintech360 Business Intelligence</a>, the fintech
firm aims to redefine financial service delivery. Built for operational
efficiency, this game-changing solution meets the needs of both new and veteran
market players, enabling complete customer lifecycle management.</p><p>A 360-degree approach to
brokerage management</p><p>Fusing Website and CMS, Onboarding and Client Area, Compliance
Intelligence, Web platform and trading applications, CRM, full-suite cashier,
and affiliate management into a single powerful technology suite, Fintech360
ushers in the era of integrated brokerage services. </p><p>At the core of Fintech360’s intelligent technology stack is a suite of
AI-powered BI reports seamlessly integrated with a range of products designed
to holistically manage every aspect of brokerage operations. </p><p>What distinguishes Fintech360’s BI platform from similar products is
its unique capability to leverage data available across various Fintech360
proprietary systems to generate laser-focused BI insights. </p><p>Coming with an intuitive yet powerful web dashboard, the BI platform
compiles essential data from the website, client area, CRM, affiliate portal,
cashier, and other systems into granular reports covering every aspect of
brokerage operations – from KYC to sales pipelines and payment reconciliation.</p><p>Apart from providing unique insights that are not available through
point-solution providers, the ‘intelligent’ SaaS platform is also integrated
with Telegram for instant sharing of selected reports. Highlighting the
‘integrative’ aspect of this innovative technology, CEO Aaron Bitter says:</p><p>“We live in the age of integrated service. Everyone is looking for
simplicity, and this is exactly what we offer brokers – the ability to harness
Big Data in the easiest and most cost-efficient way. Instead of spending
valuable resources on purchasing multiple solutions from different providers,
with us, brokers save costs by integrating a single, holistic solution that
covers every aspect of their business.”</p><p>Promoting a holistic approach to financial service delivery, Fintech360
Business Intelligence offloads the operational complexities associated with
brokerage management and gives way to business growth. Below are some of the
multiple benefits it provides:</p><p>Streamlined lead acquisition and
management</p><p>Traffic management is the lifeblood of every brokerage. Fintech360's
Affiliate Management System, Monstrack, consolidates traffic from affiliates
and in-house sources, providing brokers with a streamlined approach to web
traffic management. </p><p>BI reports from Monstrack deliver all-around insights into the customer
lifecycle, from registration to trading activity. Conversion rates, true value,
ROI, CPL/A, and affiliate costs are just a few of the valuable metrics that
empower brokers to optimize lead acquisition.</p><p>Improved acumen with turnkey
trading platforms and apps</p><p>The seamless trading experience offered by Fintech360's web platform
and mobile apps, integrated with MT4/MT5 and Match-Trade, is complemented by BI
reports that provide crucial data on customer trading activity. These insights
empower decision-makers to make informed choices for greater financial success.</p><p>Dealing and risk analysis: a
comprehensive approach</p><p>In addition to synergistic management of affiliate and trading
activities, Fintech360's BI suite gives access to detailed dealing and risk analysis
reports, enabling brokers to evaluate key trading metrics such as
deposits/withdrawals, P/L, volume, exposure, and more. This data-driven
approach supports regulatory reporting requirements and empowers
decision-makers to optimize performance and manage risks as they occur.</p><p>Payments management: unlocking
efficiency</p><p>Integrating multiple payment solutions to facilitate seamless
cross-border, multicurrency deposits and withdrawals is one of the numerous
challenges brokers face. Boasting an impressive ecosystem of 300+ PSP
integrations, the Fintech360 Cashier meets brokers’ needs in terms of payment
solutions’ integration, relieving any associated complexities. </p><p>Enhanced by BI reports that offer granular data on approval ratios,
chargebacks, and geo-performance for each provider, the Cashier enables payment
teams to optimize routing logic, increase approval ratios, and manage payment
solutions effectively.</p><p>Sales and marketing
optimization: a clear view</p><p>Fintech360's CRM provides a comprehensive view of the entire customer
lifecycle, with BI reports offering insights on account opening and retention
metrics. Powered by Machine Learning (ML) and BI data, the Customer Splitter is
a powerful sales and marketing tool that automatically allocates hot leads to
sales agents, drastically increasing conversion rates and retention.</p><p>AML compliance and customer
support: Friction-free onboarding</p><p>Fintech360's onboarding tools, backed by BI reports, provide a seamless
experience that supports diverse onboarding funnels to meet regulatory
requirements effortlessly. This ensures compliance and efficient management of
the entire customer onboarding journey.</p><p>Finance and operations
optimization: the power of simplicity</p><p>BI reports from Fintech360 play a crucial role for finance and
back-office teams by providing valuable insights into customer funds,
transactions, deposits, and withdrawals. This not only ensures compliance with
regulations but also simplifies finance reporting, ultimately boosting
operational efficiency.</p><p>Data management in real time
with comprehensive VoIP</p><p>Detailed reports on VoIP provider comparisons provide a clear overview
of the number of call attempts, answered and unanswered calls, answered ratios,
and effective calls.</p><p>Giving access to key metrics, including FTDs, redeposits, withdrawals,
conversion rate, true value, active traders, client funds, P&amp;L, and other
pivotal data through its BI platform, Fintech360 offers a critical
understanding of brokerage operations.</p><p>In conclusion, providing a top-down, data-driven perspective of the
entire brokerage activity across departments in real time, Fintech360 Business
Intelligence proves to be an indispensable tool for brokers. The unique power
it holds allows brokerages to save costs, boost sales, and generate revenue. <a href="https://www.fintech360.com/business-intelligence/" target="_blank" rel="follow">Request a demo</a> to unfold the benefits of
Fintech360’s BI technology suite.</p><p>As the industry evolves, Fintech360 stands at the forefront, offering a
complete set of unmatched technologies. To witness the transformative impact of
Fintech360's Business Intelligence suite, visit them at iFX EXPO Dubai 2024,
Booth 73. </p>

This article was written by FL Contributors at www.forexlive.com.