Case Study: Leading Brokerage Firm achieves self-service interactive reporting and faster data analysis with Datamatics TruBI

Trubi Helps Developing Interactive Reports for a Leading Brokerage Firm

Leading Brokerage Firm, a non-banking financial institution headquartered in India, struggled with fragmented data across formats, overburdened IT teams, and limited time for analysis—creating a need for a “DIY” framework and a single version of truth. Datamatics proposed its centralized BI solution TruBI coupled with a SQL data warehouse to streamline data consolidation and make reporting accessible to business users.

Datamatics implemented an integrated data warehouse with automated validations, pre-built business and reporting logic, and self-authoring features so users could build and modify queries without IT support. As a result, IT hours were freed for higher-value work, business users can self-serve a variety of reliable, organization-wide reports, analysis time was reduced, decision-making accuracy improved, and overall operational efficiencies were increased.