Information is the lifeblood of the financial services industry, and there are many opportunities to leverage business intelligence, big data, business analytics, and data management to better-serve customers and achieve business objectives. This is particularly true for large diversified companies trying to manage across geographies, business units, customer segments, products/services, and channels. It is also true for focused companies like community banks, credit unions, insurers, and credit card companies.
DecisionPath helps clients in the financial services industry leverage business intelligence, big data, business analytics, and data management to better-serve customers and achieve business objectives. More and more, customers expect personalized and highly-effective service from financial services providers. Having a granular yet enterprise-wide view of customers, the products they hold, and the channels through which they interact is crucial to serving clients well while meeting company financial targets.
Financial Services Success Stories
- Financial Services Company; BI for Finance Management:
Cost-effectively leveraging high-quality financial, cost, and operational information to plan, budget, measure, control, and drive company financial performance
- Financial Services Company; BI for CIO:
Aligning and redirecting a BI/DW program to better utilize financial and operational business information needed to better manage, and improve financial performance
- Financial Services Company, BI for Sales and Marketing:
Leveraging multi-channel cross-selling and up-selling solutions to increase revenues, and cash flow through the use of sophisticated analytics IT applications