Case Study: International Financial Data Services (IFDS) achieves mobile, customer-facing business intelligence and improved client retention with Information Builders' WebFOCUS

International Financial Data Services Builds Customer Equity With WebFOCUS

International Financial Data Services (IFDS) Canada is a Toronto-based transfer agency that operates the iFAST record-keeping system for mutual fund, insurance, and banking clients and processes roughly 100,000 transactions daily. IFDS’s customers lacked easy self-service reporting and visualization tools to turn disparate transaction and relationship data into actionable insights for executives, sales teams, and marketers.

Information Builders helped IFDS build IFDS Insight on the WebFOCUS platform—including a reporting-optimized data mart, interactive dashboards, mobile access, alerting, and scheduled delivery—so clients can drill into transactions, run ad hoc analyses, and receive real-time notifications. The solution has driven strong adoption and positive customer feedback, improved decision-making and customer retention, differentiated IFDS from competitors, and is expected to be adopted by about 75% of IFDS’s client base.