Leading Bank Venturing Into Retail
Optimization & Adoption
Use Case
- Multiple teams publishing reports. Not necessarily optimized
- Adoption to be increased
- Complex calculations are being done in the data layer, which was taking time
- Need for consolidation of the dashboards across the organization
- 600+ reports to be automated
Benefits
- Existing wireframe redesigned
- Data massaging complexity addressed using effective ETL
- Able to publish dashboards in short span of time
Users
- Executive Director
- One level downs
- Select business heads
Dashboard
- CC,RA, BB by sourcing, portfolio & risk
- Risk-adjusted return on capital
- API Fund Transfer Pricing Report
- Fund book/Non-fund book
- Campaign dashboards
- BB – Limit utilization