Front Office Analytics

Grow your revenue with AI-driven data insights

Financial institutions often sit on vast quantities of data which is bespoke to their business, including transactions, communications, and referential data sets. The challenge is to bring these disparate, fragmented data sets together in real-time to be normalised as clean, accurate, and complete for use within cutting edge machine learning AI models. Only then can you extract actionable, revenue-increasing insights at scale to supercharge your front office sales and trading teams to deliver greater value to your clients.

The solution

Gain access to out-of-the-box AI-driven actionable intelligence alongside explanation and context via intuitive data visualization and transaction level drill-downs.

Be alerted in real-time to revenue impacting insights

Explore client flow at the touch of a button to provide context to your client interactions

Define and monitor the KPIs that are important to your business strategy and success

Make better data-driven, informed decisions around your business

Strengthen your client relationships

Stay ahead of the competition

All transactions in one place

Normalizes and enriches transactions to become the single source of truth of all pre-and post-trade transaction data across sales and trading. Essential for deriving high quality recommendations.

Mult-asset class

Consolidate insights across asset classes and desks for a larger 360 view of your client activity. Rates and credit, cash and derivatives, FX and repo all in one place.
Real-time monitoring and alerting across your franchise activity.
Monitor your transaction flow both historically and in real-time with intra-day alerting to changes in key KPIs.

Advanced AI machine learning insights

Extraction of revenue impacting insights from your data using a collection of custom-built models, designed to highlight risks and opportunities for your sales and trading teams to act upon. Examples include:
- Defection alerts
- Seasonality pattern detection
- Potential rollover prediction
- Categorical anomalies
- Numerical anomalies

Explainability fit for financial markets

Used by top tier banking organizations, all insights are documented ready for your own internal model validation and compliance scrutiny.

Insight context

Insights are backed up by seamless workflows into simple, easy to access data visualisation tools enabling quick investigations and building context to enrich your client engagement.

Secure cloud-hosted SaaS

Our single tenant, cloud hosted SaaS solution has passed the most stringent of banking infosec, compliance and regulatory requirements including ISO27001 and Soc 2 Type 2 compliance.

Modern and intuitive UI

Award-winning user experience and design that brings the look and feel of consumer digital products to the enterprise financial technology domain.

Scheduled reporting

Scheduled exporting of pre-curated data views relevant to your business and directly into your inbox.

Market briefing reports

Daily summaries of significant market changes and trends based upon your own proprietary lens.

Flexible dashboarding

Customizable dashboarding across all client flow and metrics with drill down to transaction level.

Measures in multiple dimensions

Switch calculated measures instantly from a notional basis to a risk basis.

Transaction mark-outs and profitability analysis

Calculation of pre and post trade markouts with profitability analysis and trend detection.

Get started today

Schedule a demo today to see how Mosaic Smart Data can transform your front office analytics.