Case Study: Leading Indian Stock Broking Company achieves rapid market‑sentiment insights with Datamatics

Self-Service Business Analytics for leading Indian Stock Broking Company

Leading Indian Stock Broking Company, a subsidiary of the world’s largest bank by market capitalization, faced slow, inflexible reporting and high IT dependency that hindered its ability to react to rapidly changing market sentiments and regulatory needs. Datamatics was engaged to deliver a self-service data visualization solution using Tableau to provide secure, ad-hoc, and role-based reports that could capture dynamic market trends in real time.

Datamatics connected Tableau to the client’s CRM, trade and forex databases and built role-specific dashboards (CXO cockpit, branch manager, MIS, customer service) with Tableau Desktop and Tableau Server for web and mobile consumption. The Datamatics solution delivered highly responsive, secure analytics—reducing report/MIS generation time to 1–2 days with zero data loss, lowering IT/reporting dependency, improving cross-/up-sell identification, and cutting total cost of ownership while enabling faster, more accurate decision making.