Haitong Securities Co., Ltd.

Business analytics drives profitability and customer satisfaction

Published on 17-Dec-2013

"Data is the key to making smarter decisions about where to invest, how to manage risk and how to expand the business." - Haitong Securities Co., Ltd.

Customer:
Haitong Securities Co., Ltd.

Industry:
Financial Markets

Deployment country:
China

Solution:
BA - Business Analytics, BA - Business Intelligence, Big Data, Big Data & Analytics, Big Data & Analytics: Customers, Big Data & Analytics: Risk, Smarter Planet

IBM Business Partner:
Global Business Intelligence Consulting Co.

Overview

Shanghai-based Haitong Securities Co., Ltd. was among the first securities companies in mainland China. Today it is a leader in brokerage, investment banking, mergers, acquisitions, asset management and other financial services.

Business need:
The firm needed to consolidate its disparate data, making it accessible for day-to-day decisions andlong-term vision.

Solution:
Haitong Securities is increasing wealth for investors while boosting company profitability with a business analytics solution. The firm segments customers based on investment style, current holdings and transaction history, targeting customers to drive cross-sales and up-sales.

Benefits:
By helping Haitong Securities segment, target and serve customers more effectively, the solution helped boost commissions revenue by 10 percent through more cross-selling and up-selling.

Case Study

Shanghai-based Haitong Securities Co., Ltd. was among the first securities companies in mainland China. Today it is a leader in brokerage, investment banking, mergers, acquisitions, asset management and other financial services. It has 220 branches, four million retail customers and more than 10,000 institutional and high-end customers.

The Opportunity
Without a central view of its customers and financial performance across business lines, Haitong Securities Co., Ltd. depended on personal experience and individual judgment for many decisions. The firm needed to consolidate its disparate data, making it accessible for day-to-day decisions and
long-term vision.

What Makes It Smarter
Haitong Securities is increasing wealth for investors while boosting company profitability with a business analytics solution. The firm segments customers based on investment style, current holdings and transaction history, targeting customers to drive cross-sales and up-sales. Historical analysis uncovers patterns that help identify lucrative investment opportunities, develop promising financial products and manage risk.

Real Business Results
By helping Haitong Securities segment, target and serve customers more effectively, the solution helped boost commissions revenue by 10 percent through more cross-selling and up-selling. Comprehensive reports can be compiled in a single day rather than 10 days — a 90 percent improvement that helps the company manage risk and take advantage of investment opportunities. Plus, resource requirements are 83 percent lower. Instead of 2.5 full-time employees, the firm can devote just half of a resource to reporting and divert the additional resources to more valuable tasks.

For More Information
Please contact your IBM representative or IBM Business Partner.
Visit us at ibm.com/infosphere.

To learn more about Haitong Securities Co., Ltd., visit www.htsec.com.

Products and services used

IBM products and services that were used in this case study.

Software:
InfoSphere DataStage, Cognos Business Intelligence, PureData System for Analytics (powered by Netezza technology), PureApplication System

Legal Information

© Copyright IBM Corporation 2013 IBM Corporation Software Group Route 100 Somers, NY 10589 Produced in the United States of America December 2013 IBM, the IBM logo, ibm.com, InfoSphere, DataStage, Cognos, PureData, Netezza and PureApplication are trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml. This document is current as of the initial date of publication and may be changed by IBM at any time. Not all offerings are available in every country in which IBM operates. The performance data discussed herein is presented as derived under specific operating conditions. Actual results may vary. THE INFORMATION IN THIS DOCUMENT IS PROVIDED “AS IS” WITHOUT ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT. IBM products are warranted according to the terms and conditions of the agreements under which they are provided.

Document options