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.
Wealth specialists can also leverage the BI suite to study and address shifting referral patterns, sales cycle metrics by product, study wealth team activity, and man-hour studies of business processes -- as well as define 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. Geo-demographic/zip+ overlay and mapping systems can
be leveraged, as well as stat analytic packages to extend
organizational capabilities and business intelligence.
| 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 |