Equita is a fast-growing listed company which specialises in the brokerage of several financial instruments (equities, bonds, derivatives and ETFs) and that offers investment banking services to corporates and financial institutions. Equita also offers asset management services (with a specific focus on alternative assets) to support institutional investors with illiquid strategies and helps banking groups to co-develop new products for their private banking networks.

Equita stands out for its independence, quality research and deep knowledge of the Italian capital markets, as well as its long-standing relationships with institutional investors.

Over the years the business has grown significantly, and the company increasingly experienced the need to track and combine the trading floor and investment banking platform’s operations, also seeking to unify the customer registry view and track performance over time.

The changes that have occurred in recent years – both at corporate and business level – have not completely allowed Equita to fully and synergically exploit all the available information (from relations between customers to Equita personnel, to performance and KPIs associated with the daily business activities).

The goal has been therefore to remodel the applicative part of the business, facilitating the acquisition and usability of data made available to employees, creating a simple and intuitive system which also makes possible to associate all the activities done on a daily basis with each customer, and track any related information.