Case Study: a large institutional brokerage firm expands business intelligence and self-service reporting with Converge Technology Solutions

Institutional Brokerage Firm Invests in Business Intelligence

A large institutional brokerage firm wanted to improve its customer service and cross-selling through better business intelligence. The customer was constrained by their existing Cognos licensing, which limited their ability to distribute reports company-wide and provide self-service capabilities for employees. They engaged Converge Technology Solutions to address this challenge.

Converge Technology Solutions bundled IBM software with their professional services to create a modern analytics solution. They converted the client's Cognos licenses to a server-based model, enabling unlimited report creation and distribution. The results provided the firm with the tools for widespread, self-service business intelligence and an improved user interface integrated with Salesforce.