DigitForce
Case StudiesSecurities

Case Brief

Integrated Collection, Governance, and Use of Metrics and Tags

CITIC Securities Unified Metrics and Tags Platform

Focused on unified metric and tag platform construction to strengthen data management, data value mining, and wealth-management customer service.

Industry

Securities

Products

SwiftMetrics / SwiftXDP

Scenario

Focused on unified metric and tag platform construction to strengthen data management, data value mining, and wealth-management customer service.

01

Company Profile

CITIC Securities is an integrated securities company across investment banking, wealth management, asset management, research, proprietary investment, and brokerage.

02

Background & Pain Points

Expanding customer scale and limited staff required a closed loop for online and offline services plus better data support for management and operations.

03

Solution Logic

DigitForce built a unified metric and tag platform, lifecycle governance mechanism, and 4K-based metric and tag system.

04

Value Delivered

Data warehouse efficiency improved nearly 50%, metric development 90%, about 30% of metric definitions aligned, analysis efficiency 70%, and audience selection 50%.