2013 Winner Profile

Janney Montgomery Scott LLC

Project Description:
Janney Montgomery Scott's Financial Advisor Dashboard pulls data from five separate sources and aggregates it into a single data warehouse so advisers and employees at all levels can make better decisions for the company's clients. The dashboard shows financial advisers their historical production and provides insight to help them become more productive and provide better advice to clients. Since the dashboard was launched in 2009, the average annual gross production of the advisers has increased almost 35 percent.
Project type:
Business Intelligence, Databases or Data Warehouse, Mobile or Wireless
Business Functions:
Sales, Customer Service or Support
Business Goal:
Strategic Impact or Competitive Advantage
Robert Thielmann, CIO
Tim Scheve, President & CEO
Philadelphia, Pa.
Financial Services (e.g. Banking, Broker or Dealers, Exchanges)
Revenue (2012):
$512 million
View All 2013 Winners »