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Put Your Data To Work
Among our clients are trading technology firms that touch over 8% of US stock trading volume and brokerage firms with nearly $1B in AUM - we know this business
Minimize operational costs
Accelerate decision-making
Optimize internal business processes
Reduce customer attrition
Gain competitive advantage


Common Client Data
Trading Volumes (Equity, Contract, TBIL, etc.)
AUM
Commissions
ACATs
Salesperson Tracking
Financial Reporting
Google Analytics Web Data
Customer Surveys
Call Center
Our experience extends beyond reporting to help clients gather additional insight and streamline their business…
Analytics and Insights
Customer Research
Mobile Apps
Data Warehousing









What Our Clients Say
“The BI Nest Team has been extremely responsive and professional. Very qualified for PowerBI work. Would absolutely hire BI Nest again and again.”

Marc Beattie,
Managing Partner, Wainhouse Research
Report Samples






Get In Touch
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