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/

1. Presented By
Business
Intelligence
https://www.shieldfc.com/

2. Everyone is thinking about
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
without the authorities having
to flip the bill for the effort.

3. Take a look at call volumes compared to call
channels. How many calls have been dropped pre-
versus post-pandemic? This will offer insights into
how many calls are happening on unapproved
pathways (e.g. personal phones and unregulated
e-Comms channels)
There Are Several Ways To
Leverage BIAs a Financial Firm

4. Trading data and communication are both areas
ripe for BI. Whenever there is a dispute,compare
the trade data and what was said when the
transaction was booked. Look for anomalies
between the E-Comms and trade details.
Dip into the demographics of your customer pool.
Are some brokers and financial advisors skewing
their efforts to senior citizens? Arguably this group
is the most vulnerable to financial predators.

5. BIis a magical tool. Using it properly can
provide your organization with all kinds of
insights. The next decision you’ll need to
make is what to do with those insights
once you collect them…

6. Contact Us
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info@shieldfc.com
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7. Thank You
For questions and clarifications,
don't hesitate to get in touch.