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Senior citizens are most vulnerable to financial predators. Business Intelligence helps keep financial advisors and brokers in check who can do so. It can be used as leverage to perform activities like getting insights into regulated organizations. Have a look at this slide and understand the concept. Click here to visit the site -https://www.shieldfc.com/resources/blog/business-intelligence-is-having-a-heyday/
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Presented By Business Intelligence https://www.shieldfc.com/
Everyoneisthinkingabout how they can use it for their companies. And regulatory authorities are thinking about how they can impose BI on the companies they regulate so that all the answers make themselves available. Ideally withouttheauthoritieshaving toflipthebillfortheeffort.
There Are Several Ways To LeverageBIAsaFinancialFirm Take a look at call volumes compared to call channels.Howmanycallshavebeendroppedpre- versus post-pandemic? This will offer insights into how many calls are happening on unapproved pathways (e.g. personal phones and unregulated e-Commschannels)
Tradingdataandcommunicationarebothareas ripeforBI.Wheneverthereisadispute,compare the trade data and what was said when the transactionwasbooked.Lookforanomalies betweentheE-Commsandtradedetails. Dipintothedemographicsofyourcustomerpool. Are some brokers and financial advisors skewing theireffortstoseniorcitizens?Arguablythisgroup isthemostvulnerabletofinancialpredators.
BIisamagicaltool.Usingitproperlycan provideyourorganizationwithallkindsof insights.Thenextdecisionyou’llneedto make is what to do with those insights onceyoucollectthem…
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