Data Management & Reporting For Financial Services

Expedite month-end reporting and board reports

Fully automated and secure financial reporting

Real time reporting for quick decision making

Eliminate data latency and down time

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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 billions of dollars 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 Information

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

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What Our Clients Say

“I have had a very positive relationship with the BI Nest team. They have been very responsive to all my requests, including ones that I need help on urgently. And they have been great partners and thought leaders in working with me on our strategy of both how we present the data as well as how to best transfer and transform it. I would highly recommend working with the team on any BI needs..”