Saxo Bank to enhance Performance Dashboards via Sales Funnel Simulation tool, Client Segmentation chart

Maria Nikolova

White Label partners of Saxo Bank are about to see some important improvements to the Performance Dashboards thanks to the addition of a customised Sales Funnel chart and a Client Segmentation chart.

Saxo Bank

Multi-asset trading and investment services provider Saxo Bank is about to enhance the offering to its White Label partners via the launch of improved Performance Dashboards.

The Performance Dashboard is an out-of-the-box business intelligence solution for business monitoring and analysis that is accessible through Saxo’s Institutional Marketing Portal. This online interface allows Saxo’s partners to gain insights on their earnings, trading volumes, assets under management and customer acquisition. In addition, it provides details about customer portfolios, and shows performance and lifecycle information down to an individual customer level.

Saxo is now enhancing the functionalities of these dashboards via the addition of a customised Sales Funnel chart and a Client Segmentation chart. These views will be supported by a Sales Funnel Simulation tool distributed in an Excel format.

The company is also planning to bolster the Demo Account Usage Statistics collected from partners’ leads. This information will be updated on a daily basis.

One of the key benefits of the Sales Funnel dashboard is that it will help businesses decide where they have to focus (marketing, sales, onboarding process, etc) in order to boost the sales results.

The Clients Segmentation dashboard, in its turn, offers more clarity on what kind of clients a business is targeting and thus help with improving one’s overall brand positioning. The new tools also enable forecasting the revenues within a 2-year horizon.

The customised Sales Funnel chart, the Sales Funnel Simulation tool and the Demo Account Usage Statistics are set to be introduced in the Dashboard environment by July 11, 2017. The Client Segmentation chart is set to launch by the end of the third quarter of 2017 along with further improvements to the Performance Dashboards.

Saxo Bank is also planning new tools for introducing brokers, as the company responds to the MiFID II rules. The new rules, including a ban on IB inducements, will come into force on July 1, 2017, in Denmark.

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