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Case Study USEReady Financial Services- Visual Analytics-Tableau Customer profile Customer name Institutional Broker-
Case Study USEReady Financial Services- Visual Analytics-Tableau Customer profile Customer name Institutional Broker-

Case Study USEReady Financial Services- Visual Analytics-Tableau

Customer profile

Customer name

Institutional Broker- Dealer

Division

Trading

Address

New York

City, state, ZIP Code

New York

Industry

Financial Services

Sub Industry

Broker - Dealer

Department

Trading

Office

Front Office

Assets

Confidential

Size

Confidential

USEReady

HappyDataGeeks bridging the gap to nextgen technology

sales@useready.com @happydatageek www.useready.com

Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer
Case Study Details The company is a rising star as a fixed income institutional broker-dealer

Case Study Details

Case Study Details The company is a rising star as a fixed income institutional broker-dealer headquartered
Case Study Details The company is a rising star as a fixed income institutional broker-dealer headquartered
Case Study Details The company is a rising star as a fixed income institutional broker-dealer headquartered
Case Study Details The company is a rising star as a fixed income institutional broker-dealer headquartered
Case Study Details The company is a rising star as a fixed income institutional broker-dealer headquartered

The company is a rising star as a fixed income institutional broker-dealer headquartered in New York City.

Established in 2010

Securities include mortgage backed, asset backed, agency & corporate

Business situation

The company has been grown swiftly because of the performance and service levels provided for their intuitional clients. In order to maintain the fast-tracked business pace, traders identified the need for a much more effective and cutting edge tool to accelerate the sales process.

USEReady

HappyDataGeeks bridging the gap to nextgen technology

sales@useready.com @happydatageek www.useready.com

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Key goals included;

Demonstrate the impact of rebalanced portfolios

Highlight their data driven methodology as a value added differentiator

Demystify the decision criteria

Provide for the flexibility to review possible options

Encourage instantaneous what-if scenarios

Communicate the best approach

Technical situation

.

The broker-dealers technical requirements involved replacing the existing slow and visually

challenged tool set (Excel and PowerPoint) with an easy to use, highly graphical, flexible, and fast to market solution. Additionally easily replicating/importing a client’s existing portfolio was a necessity. Performing on-the-fly ad- hoc what-if analysis for new investment ideas was a key

criterion.

Providing an open architecture that included connecting directly to flat files (xls, csv) as

well as RDMs (SQL/Oracle) was on the list. Large data sets powered by 1010data also needed to be easily accessed and integrated. A plethora of complex calculations needed to be simplified

into stunning graphically displays.

Sample investment measures:

Bloomberg Description, Coupon type, Collateral type, Intent, Current Par, WA Coupon, WA Coupon Strip, Book Gain/Loss, WA+X00 Book G/L %, WA +X00 Book, Yld,+/-300 WAL Yld Book

Previous attempts to upgrade the existing spread sheets had failed because potential solutions required extensive and expensive customization.

Solution

The final result was a new area within the broker-dealer’s website; custom branded, browser based, and secure section. Based on the response institutional investors and traders love this cutting edge portfolio and modeling tool.

USEReady was selected to help identify a potential approach because of its twin expertise in

fixed income and visual analytics.

Tableau Desktop (publisher) and Tableau Server (browser based viewer) both were implemented

in just six weeks.

A trader dashboard for portfolio analysis and modeling was developed using SCRUM

methodology. USEReady worked side by side with the traders to “see what they see” when they review a portfolio and look for alpha enhancing ideas. The fixed income portfolio dashboardpowered by Tableau was actually a workbook with six dashboards. The intuitive application flow has allowed investor and trader to navigate complex fixed income research. It has permitted both to be literally on the same page and therefore move smoothly through the process.

USEReady recommended Tableau Software as a solution;

USEReady

HappyDataGeeks bridging the gap to nextgen technology

sales@useready.com @happydatageek www.useready.com

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Benefits

The key goals of empowering deal flow as well as positioning the firm as a cutting edge broker-

dealer were reached.

also offer fresh suggestions. Pipeline velocity has increased approximately 5% and continues to climb. While the new analytical tools were powerful they did not require training, ensuring a rapid

time to market. All investment was returned within the first three months of production and the Total Return on Investment (ROI) is projected to exceed 220%.

Additional service offerings are planned this year. The rapid development allows management to use technology as a differentiator and a strategic weapon. Prompt deployment at a tremendous ROI has delivered strong advantages.

Not only could the traders instantaneously analyze legacy portfolios but

USEReady Happydatageeks bridging the gap to nextgen technology.

USEReadys data geeks provide advisory services for the implementation of next generation technology solutions. Our Center of Excellence methodology bridges the gap between legacy systems and new paradigms like visual analytics and big data.

Data Center of Excellence (DCOE)

Adoption

Best Practices

Governance

Maturity Analysis

Toolkits

Visual Analytics

Big Data

Data Management

For more information regarding this case study please contact sales@useready.com @happydatageek www.useready.com

USEReady

HappyDataGeeks bridging the gap to nextgen technology

sales@useready.com @happydatageek www.useready.com

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