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Creo Sense · Brokerage analytics

Business intelligence, analytics and AI for brokerage performance

Creo Sense is an analytics platform built for brokerages. It covers not only CFD but also prop trading, and unifies data from CRM, trading, marketing and operations into a single view, so complex data becomes clear decisions.

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A management dashboard: leads, FTDs, conversion rate and deposits with the change against the previous period, and deposits and withdrawals by month

Actionable insights

Full visibility into the business

One trusted view of the numbers, from the first click of a lead to the revenue it brings. Make faster decisions with confidence.

  • Sales performance
  • Client behaviour
  • Revenue drivers
  • Operational efficiency

Business domains

Every part of the business, on the same definitions

  • Sales

    Monitor and optimise sales performance.

  • Retention

    Improve the client lifecycle and retention strategies.

  • Trading

    Analyse trading activity and client behaviour.

  • Traffic

    Measure campaign performance and ROI.

  • Management

    Track KPIs across all levels of the business.

  • Payments

    Monitor the performance of payment providers.

  • Communication

    Optimise the performance of the call centre.

  • Compliance

    Track KYC and compliance across the business.

  • Risk

    Identify, assess, mitigate and monitor risks.

Examples

Dashboards, charts and tables

Four screens on Creo Sense data, shown in Creo Vision.

Key figures with the change against the previous period, and a chart of deposits and withdrawals by month

Management overview

The key figures of the period and how they moved, on one page.

A sales funnel from leads assigned to first deposit, with the share kept at each step

Sales funnel

From an assigned lead to a first deposit, with the share kept at each step.

Net deposits by lead source as a bar chart

Marketing sources

Which sources bring the deposits, and how well each one converts.

A custom report: dimensions and measures on the left, a table by country on the right

Custom report

Pick the dimensions and measures you need, and export the table.

Screens from the CreoLabs demo dashboard. Demo data.

Business impact

What the business gains

  • Accelerate revenue growth

    See which sources, desks and clients bring the revenue, and put the effort there.

  • Reduce operational costs

    One data model replaces manual reports and spreadsheets kept by each team.

  • Optimise business processes

    Follow each process from acquisition to revenue and find where it slows down.

The data architecture

From operational systems to actionable intelligence

Four layers turn raw records into the same answer for everyone who asks.

  1. Layer

    Source systems

    Where your data lives today.

    Kinds of systems

    • CRM
    • Marketing
    • Tracking
    • Trading
    • VOIP
    • Payment providers
    • Manual data

    Among the systems we connect

    • Leverate
    • Protonix
    • Skale CRM
    • TrackBox
    • Cellxpert
    • Google Ads
    • Facebook
    • MetaTrader 5
    • Match-Trader
    • Voiso
    • VoiceSpin
    • BridgerPay
    • TikTok
    • Excel
  2. Layer

    Processing layer

    Data processing, modelling and update cycles.

    Processing

    • Integration
    • Cleansing
    • Standardisation
    • Attribution
    • Calculations

    Data model

    • Optimised data models
    • High-performance data retrieval

    Update cycles

    • DailyDailyRefresh
    • ETL3 to 4 hoursCycles
    • NRT15 minutesUpdates
    • ART2 minutesMonitoring
  3. Layer

    Semantic layer

    A single source of truth, with AI-powered analysis.

    Semantic core

    • KPIs and measures
    • Dimensions
    • Data relationships
    • Aggregations and calculations
    • Business logic
    • Data dictionary
    • Unified data model
    • Single source of truth

    AI foundation

    • Domain knowledge
    • Structured knowledge base
    • Unified business definitions
    • Cross-domain data context

    Transforms raw data into consistent, business-ready intelligence.

  4. Layer

    Data delivery

    The right information to the right users.

    Insights across all business touchpoints

    • Dashboards
    • Reports
    • Alerts
    • Notifications
    • Real-time monitoring
    • WhatsApp, Telegram, email
    • Floor displays
    • Mobile access
    • API access

    AI insights

    • AI-driven analysis across all data
    • Key drivers behind performance changes
    • Pattern and anomaly detection
    • Natural language access to insights

    Ensures data-driven decisions across the entire organisation.

Why Creo Sense

Built for this business, ready to deploy

Creo Sense starts from dashboards and definitions that already fit a brokerage, then adapts to yours.

  • Built specifically for brokerages: CFD and prop trading
  • Rapid deployment with pre-built dashboards
  • Unified data across all systems
  • Scalable and customisable analytics layer
  • End-to-end visibility from acquisition to revenue

Ecosystem

The CreoLabs ecosystem

Creo Vision is built on Creo Sense and on Creo Media. The other products stand next to them.

Creo Vision

Dashboards and AI analysis for your team, on the web and on the phone.

Built on Creo Sense and Creo Media

Creo Sense

Business intelligence, analytics and AI for brokerages: CFD and prop trading.

Creo Media

Marketing intelligence for marketing companies, affiliates and networks.

Also in the ecosystem

Creo Engage

Customer engagement

Creo Analytics

Advanced analytics

Creo Middleware

Data integration layer

See it on your own data

Ask for a walkthrough. We show the product on demo data and discuss what your team needs.

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