Retail Banking Solutions
- Analyzing customer profitability through a comprehensive perspective, assessing the profitability of industry, customer segments, loan types, and geography.
- Visibility into the performance of different revenue channels and the close monitoring the revenue generation of different customer divisions and territories.
- Leveraging historical data to provide insights to the year-over-year or month-over-month growth of different bank divisions; allowing strategic decisions to be made about which divisions require support and which are showing healthy growth.
- Monitoring pipeline health by setting strategic KPI targets for the sales pipeline, and tracking the current pipeline against these targets.
- The ability to drill from summary level dashboards, that capture the holistic view of the organization, into the opportunity level details; thus supporting the capability to do key investigations on the data and enabling sound decision-making.
- A live connection is with CRM online data, allowing these dashboards to continually update automatically. This ensures that the information displayed on these dashboards always provide the most current view of the business and how it responds to the strategic decisions of the company’s leadership.
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