Business Intelligence

The Business Intelligence Module contains the business services required to support a marketing, sales and service culture conducive to achieving sales targets while at the same time mitigating the risks associated with sub-standard selling practices. Management can track market KPI’s in real-time to monitor business performance at all levels.

The Business intelligence capability in AG|Capital™ supports a “single view” decision support across multiple markets. The ability to derive in real time information across all markets delivers a multidimensional, dashboard view of the business for regional business stakeholder. For example, “viewing” growth in quotes/hit rations by market for each Investment product or the concentration of the top 10% of Wealth Advisors across the region, provides Executive Management with the essential information to make strategic decisions on where to investment resources to grow the business.

Armed with real-time analytics and financial KPI dashboards, you will have a complete and dynamic view of your wealth business - enabling you to make high value decisions much easier than ever before.

About AG|Delta

AG|Delta offers Electronic Dealing, Client & Portfolio Centric Software Solutions to the Private Wealth Management industry. Headquartered in Singapore with offices across Asia Pacific, we are a recognized innovator in financial technology .

Our clients are many of the fastest growing global and regional financial institutions in the world. They are using our flagship solution AG|Capital - to fast-track building a world-class wealth platform to better support their Wealth Managers & empower their customers. Through AG|Capital's increasing network of investment product & liquidity providers, our clients are able to achieve great strides in achieving business automation and a truly open architecture business platform to grow Assets Under Management & Revenues in a sustainable fashion.

AG|Delta's achievements include being recognized as a Top E-Commerce & Client Interface Solution Provider in the Structured Products Global Survey for the last 3 years running as well as recently receiving the prestigious Red Herring Asia 100 VC award.

For more about the AG|Delta story click here.