Business Intelligence Reporting

Consolidating data and information from multiple back office and source systems results in a valuable data repository. Ticoon continues to create workflows, reports and mechanisms to leverage this information for various business objectives.

The Ticoon Solution includes a series of pre-defined reports but also enables users to generate ad-hoc reports.

Ticoon is continuously building various user interface options to present data and information to users and offers a data extract solution so that users can easily transport data and information into third party systems and tools for further analysis.

Client Search & Data Mining

Ticoon enables users to mine the system to identify specific needs and opportunities. The Ticoon Solution supports combination searches incorporating demographic, financial and other criteria into a single search to create specific client profiles. Search results may be saved into list or groups and further analyzed or acted upon.

Reporting

Ticoon offers multiple reporting options:

  • Template reports
  • Ad-hoc reports
  • Configurable reports

Reports can be branded at the individual advisor level.

Consolidated client reporting enables users to create individual or sets of reports that incorporate all business and product lines onto a single report.

Management reports enable user to identify business opportunities and trends.

Financial Profile

Ticoon aggregates all client information into a financial profile for each business units. Information may be viewed by region, branch, advisor or dealer and filtered by product type to provide users with a clear understanding of the business value.

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