Wren Sterling choose BOARD for Enterprise Business Intelligence in the Cloud

BOARD International announced that leading Financial Services firm, Wren Sterling, have chosen the BOARD Platform to provide Business Intelligence (BI) as a cloud-based application across their entire business.

Wren Sterling established the need for an enterprise reporting tool to help them understand key metrics relating to the customer advisory aspects of their business. BOARD will enable Wren Sterling to have a real-time view of their information, giving them a clearer understanding of how to make more informed business decisions to support their strategic vision. The provision of the BOARD platform via the cloud will provide further flexibility to help Wren Sterling achieve their vision.

To enable this strategy, Wren Sterling required a solution to accurately report and monitor progress against new KPIs. BOARD International was chosen after a thorough evaluation of the vendor market for the flexible nature of the solution. The programme will replace the existing network of disparate reporting systems across the organisation starting from the financial side of the business, to provide a single, agile version of the truth to support accountable decision making.

With a single integrated approach to Business Analytics and Corporate Performance Management, BOARD provides critical information quickly and easily, integrating budgeting, planning and forecasting with reporting, analysis and dashboarding with write-back capability. BOARD has already enabled over 3,000 companies to improve their business performance by making better decisions.

Keith Misson, Chief Digital Officer at Wren Sterling says: “The ability for any business to make informed decisions based on reliable, real-time data is essential in today’s digital marketplace. Having a solution that a wide range of users can start working with and from which they can quickly derive the insights we need to deliver for our customers, is a must have.”

Dominic Policella, Director at BOARD UK adds:

“We are delighted to add the Wren Sterling name to our expanding clientele list. This exchange shows the flexibility of the BOARD solution to provide tailored solutions to every industry.

About BOARD International

BOARD International has enabled more than 3,000 companies worldwide to rapidly deploy BI and CPM applications on a single integrated and programming-free platform, in a fraction of the time or cost required by traditional BI solutions. The BOARD platform provides a single, accurate and complete view of an organization’s information, fully integrated with enterprise processes, while uniquely planning and monitoring performance from strategic down to operational detail.  BOARD has a worldwide direct sales force and a reseller network with local partners across the globe .

The most recent release of the BOARD platform, BOARD 10, allows organizations to harness the full power of an all-in-one decision management environment either on-premise, in the cloud, or in hybrid mode, combining unified BI, Analytics and CPM with the architectural robustness and security of the Amazon Web Services platform or Microsoft Azure.  BOARD 10 also introduces the “Data Fast Track,” a new self-service data modelling function  that allows business users to easily connect to any data source, instantly create data models and immediately run visual analyses or build analytical applications on their own PCs.

About Wren Sterling

Wren Sterling is a nationwide independent financial planning business. Founded in 2015 it prides itself on navigating clients through their financial journey by providing uncompromised and objective advice, taking the time to understand their unique situation.

Wren Sterling specialises in all aspects of savings, investments and retirement planning, while its advisors are committed to developing long-standing client relationships that span generations. Wren Sterling employs around 100 Independent Financial Advisors, with offices in London, Surrey, Nottingham, Warwick, Grantham, Halifax and Glasgow.