In our recent webinar on 2nd December, we looked at the everyday technology issues brokers face and how practical, modular tools can help.
We covered:
- Trade capture & volume: From CSV uploads to more automated solutions, and how to introduce new tools without disrupting existing systems.
- Reporting & insights: Using tools like Power BI to turn trade data into clear, useful dashboards.
- Security & access control: Making sure the right people have access to the right information.
- Real-time processing: Supporting faster, more responsive workflows.
- Support & amendments: Ensuring brokers can quickly adjust trades and resolve issues.
- Self-service tools: Giving users greater flexibility in uploading trades, configuring processes, and generating reports.
- Client engagement: Enhancing communication and visibility for clients through better technology.
If you missed the session, you can watch the full recording here:
