ebroker provides functionalities that allow the broker to be a better entrepreneur by applying intelligence to his business through the practice of Business intelligence, which may, however, be a complex term, is nothing more than a strategy or group of them, focused on the creation of knowledge in your own company through the analysis of data that you manage and store in ebroker daily.
It simply automates the complex task of converting information into knowledge to make better decisions.
For example, based on different factors, recognizing our best customers to act accordingly in certain circumstances.
Decisions based on knowledge
ebroker BI brings intelligence to your business
Aligned with the business strategy in business, accounting and financial aspects with a unique operating environment, ebroker BI has maximum flexibility in its configuration, parameterizing thresholds, metric criteria, indicator visualization, monitoring, users and offices accessibility and control; offering accessible real-time results from anywhere thanks to the ebroker web architecture.
ebroker BI provides you with business vision through its Control Tables, in which it contextualizes, compares and projects information related to different business aspects and that allows you to monitor the objectives of your company and its different areas, to comply with your strategy, showing the results and the achievements of the aforementioned objectives in a continuous manner and in real time.
Benefits of the Scorecard
Types of Control Panel
From the combination of several indicators according to areas (business, management, finance, quality ...) we obtain different types of Control Tables.
The complex use of a set of indicators diverts in the useful segmentation process that allows us to automatically and intelligently classify our clients and identify those that are more or less important for our brokerage, according to a value calculated from the combination of the aforementioned indicators.
We assign a "weight" to each of the indicators involved in the segmentation that represents its relevance to our business model. The weighted sum of the values of these indicators results in the value of that customer.
Benefits of Segmentation
It will increase the quality of the service provided to customers and improve the attention and coverage of their needs.
It will offer a strategic and business vision of our client portfolio, based on objective calculations based on advanced classification techniques based on the values provided by the indicators.
It will make it possible to constantly monitor and monitor the variation in the ranking of customers caused by the change in the position and situation of the value of customers.