Financial Services Business Efficiency Tools
Business Intelligence
Business Intelligence
This complete Business Intelligence (BI) suite manages the business information associated with customer & prospect acquisition, development and retention activity -- and enables analysts, planners, audit and marketers with a comprehensive, flexible repository.
Commercial specialists can also leverage the BI suite to study product-level referrals, sales and retention -- as well as define calling campaign management metrics for tracking; forecast potential for incentive goal setting exercises; define profitability modeling; and conduct customer market segmentation processes.
Mailing lists, email campaigns and calling lists can readily be
filtered and performed, or pushed to the Marketing Automation suite for
distribution, including D&B company data.
| Key Business Functions & Features |
| • Dashboards & Behavior/Incentive Views |
| • Web-Based BI/Data Mining Tools |
| • Business Analytics and Metrics |
| • Fully Customizable Report Creation |
| • Report Scheduling/E-Mail Distribution |
| • Integration To/From Organizational Data Warehouses |
| • VIP Forum & Conference Board Peer-Compare Reports |
Note: The Business Intelligence Suite add-in to the CapitalBase.com portal is owned by CapitalBase.com and available standalone as BusinessDataManager.com™