Advisor Group Data Warehouse

The Challenge

A large independent Broker-Dealer in the US wanted to improve its sales management reporting by having timely business intelligence capabilities across their aggregate data while reducing the costs incurred by external data providers.

The Solution

Norima provided expertise to assist in the conversion of data feeds from their current providers to a more streamlined process through their clearing firm. Over the course of 6 months, Norima’s experts managed communications with key contacts at various product sponsors and clearing firms, tracked and reported on-going progress of conversion effort, conducted parallel testing of data provided by third party data providers and clearing firms, and developed necessary data warehouse components and related ETL processes to develop the specific BI solution required.

The result was a business intelligence solution that provides better sales management reporting at significantly reduced annual data processing costs, providing ROI almost immediately.

Cetera Payout Reporting

The Challenge

A mid-size financial services company provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs for approximately 5,000 independent financial professionals and more than 700 financial institutions.

The Payout Reporting project was a Norima led engagement for one of the independently managed broker-dealers that is the company’s business partner. The objective of the project was to extend the existing proprietary reporting platform to include new centralized payout administration utilities and the addition of four new payout reports.

The Solution

The payout reporting utilities enabled program managers from a bank and members of the company’s home office team to set up joint or shared selling relationships for advisors and to manage the associated payout schedules for business conducted through those relationships. The reports eased the process of monthly payout calculations by providing users with a detailed and summary payout report which calculated a base monthly payout for each financial advisor.

Norima provided a project team of five consultants who worked closely with the company’s development team to deliver an integrated solution that satisfied all business requirements and works well within the existing technology framework.

Ceridian Powerpay Mobile Payroll App

The Challenge

Ceridian Canada is a human resources solutions provider to 40,000 Canadian customers. A large portion of these customers are small businesses that use the Powerpay payroll administration web application. Norima was engaged to develop the first mobile payroll application in Canada for Ceridian; the Powerpay Mobile.

The objective for the project team was to develop a mobile application that can run on all three major mobile platforms: iOS, Android, and Blackberry OS while utilizing logic and integration of existing web-based Powerpay. Norima leveraged the existing web application to its full potential and developed a hybrid mobile solution. The release 1.0 introduced the Powerpay Mobile for iPhone and BlackBerry, and release 1.1 extended it for Android.

The Solution