BI solution, top tier international bank

  • #product management
  • #project management

Business Goals

Business needs a BI solution that provides a holistic view of the client, trend analytics and predictions. It should become a key decision- making system for sales teams and management.

Solutions

  • Data factory with 20 years of transaction history across all products and booking systems: FX, FX options, commodities, rates, fixed Income and money markets.
  • Customer, legal and market data.
  • OLAP cubes, data marts and Qlikview dashboards serve all categories of clients — from simple reports to power users.

Value Delivered

BI solution was Initially created for client analytics but then expanded to trading, enterprise BI, CRM, regulatory reporting, controls, trader surveillance.

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Created Project management structure unfolded into a contract as well as to project scope.

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New CRM system became a one stop shop for client management and analytics.

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Loyalty program using of tier- based product bundles driven by customer CLTV and gamification elements.

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