With a large number of customers carrying out a multitude of different transactions on a daily basis, banks need help understanding business performance, analyzing their pipeline and growth, and keeping an eye on profitability. Success requires continuous tracking of the business as a whole and also the ability to view detailed performance information of individual products and lines of business.

Hitachi Solutions has developed a solution that connects directly to cloud CRM data sources, serving up key business performance information using intuitive visualizations. This provides the ability to quickly identify which elements of the business are performing well and which require timely attention.

Hitachi Solutions’ Retail Banking Dashboards simultaneously provide both a big picture, as well as a detailed view of the performance of a bank’s products. The dashboards give different perspectives of the data, providing the ability to carry out analysis across customer groupings, product groupings, and pipeline stages. This provides management and the leadership teams with the right information they need to be effective decision makers, in a timely and intuitive format. The optimal way to utilize these dashboards is to connect them directly into your company’s CRM system. This will allow your organisation to be empowered to make the right decision at the right time, to monitor the results as they unfold and to adjust as needed.