Case Study: Jefferies achieves a competitive edge through real-time, secure client insights with Microsoft Power BI

Jefferies - Customer Case Study

Jefferies, a global investment bank, needed faster, secure access to real-time data and better collaboration to deliver data-driven advice and outmaneuver larger, slower competitors. To solve this, the firm adopted Microsoft 365 E5 tools and standardized on Microsoft Power BI as its visualization standard to unify analysts’ work into predictive, client-ready dashboards.

Using Microsoft Power BI together with OneDrive, OneNote, Microsoft Intune, Azure Information Protection, Customer Lockbox and Multi‑Geo, Jefferies built real-time, mobile-accessible dashboards and secure sharing workflows. The Microsoft Power BI dashboards let advisors pitch ideas sooner and collaborate from iOS and Windows devices, enabled secure client dashboard sharing with download/print restrictions turned on in about a week, and helped meet GDPR and data-residency requirements.

Jefferies