Wallet Share & Client Profitability Analytics
Wallet share, client profitability, and commission attribution — updated continuously from OMS, trading data, and client interactions.
Datazoic Analytics gives sell-side teams a single, connected view of the metrics that determine how a client relationship is performing. A live view, built from the data your desk already generates.
Sell-side desks have the data. The problem is it lives in six different places, and nobody has time to reconcile it.
- Conversations without context — Conversations happen without knowing where you stand on the relationship.
- Coverage by feel, not figures — Coverage decisions are made on relationships, not on the numbers.
- Activity and revenue disconnected — The link between activity and revenue is never made explicit.
- Reporting is a process — Reporting is a process, not a view — and the process always runs long.
What Datazoic Analytics Measures
Three numbers. Every one of them connected to live data.
Wallet Share
The proportion of a client's total commission budget allocated to your desk, tracked against total addressable spend. Not a snapshot — a running figure, updated as trading data flows in.
Client Profitability
Revenue attributable to a client account, set against the actual cost of covering it — research distribution, events, voice and video, analyst time. The number that tells you whether a relationship is performing or just active.
Commission Attribution
Trading volume by client, connected to the coverage activity and interaction history that preceded it. The link between what your desk does and what it generates — made visible, not inferred.
Built on the Data Your Desk Already Produces
Datazoic Analytics does not require a new data entry workflow. It connects to the systems your desk already runs on and pulls the signals that matter into one view.
No manual reconciliation. No parallel reporting process. The view updates as the underlying data does.
External Benchmark, Built In
Wallet share figures mean more with external context. Datazoic incorporates Coalition Greenwich benchmark data so sell-side teams can position their wallet share figures against industry-wide sell-side analytics benchmarks — not just against their own history.
The data already exists. Datazoic connects it.
Wallet share, client profitability, and commission attribution — in one view, updated continuously, without rebuilding your workflow.
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