Dashboard For Banks


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A look at Collabera's Dashboard for Banks solution

Published in: Technology, Business

Dashboard For Banks

  1. 1. Dashboard For Banks
  2. 2. Why Dashboard for Banks? Provide insights into the past, current and future state of the bank Provide information on a daily basis and help quick turnaround by not depending on periodic reporting cycle Place financial information in the hands of the people empowering them to improve quality of key decisions Allow operational managers more time to analyze numbers, perform profitability and margin analysis Provide a quick overview of operational information - Service Utilization, Sales Team Performance, Credit and Operation Risk Provide quick insight using drill down features into performance problems Help study the cause and effect of major new products and pricing policies Dashboard for Banks Banks constantly need Snap Shots That …
  3. 3. Our Solution Reports Views Drill Downs Graphs/Charts Sales Credit Operations Marketing Technology Business Intelligence Reporting Tools Data Movement Tools Dashboard Framework Data Sources Business Lines Channels Product Lines Product Policy Retail Bank Branches IT Operations IT Projects Product Management Customer Segmentation
  4. 4. Defining a Dashboard Strategy
  5. 5. Mapping out Milestones Time Value
  6. 6. Designing Your Dashboard
  7. 7. Sample Screen Shot
  8. 8. Sample Screen Shot … Description: Each Performance area has an associated summary page that displays the summary of all the performance indicators under it. The summary page for Financials could include Revenue, Expenses, Net income, Margin related information. The users could personalize what they prefer to view in the summary. Pie Showing Revenue Components Pie Showing Expense Components Chart Showing Revenue/Expense Trends
  9. 9. Sample Screen Shot Description: Capital Adequacy Tab under risk displays the regulatory capital coverage for the bank on a day to day basis. The regulatory target as well as any internal target could be used as a benchmark.
  10. 10. Key Benefits/Features <ul><li>Right information to key users at the opportune time enabling quicker decision making </li></ul><ul><li>Measurable data via at-a-glance summaries of key performance indicators to enable smart decision making </li></ul>Information Availability Efficiency <ul><li>Enhanced operational efficiency by bridging automation gaps based on inefficiencies identified within the process </li></ul><ul><li>Enhanced efficiency through real time assessment of product, sales and channel performance </li></ul>Growth <ul><li>Higher cross sell rates through better understanding of correlation of customer segments and channels </li></ul><ul><li>Snap shot of overall performance with ability to drill down, slice-dice and group on unit, department, customer and product categories </li></ul>Risk Mitigation <ul><li>Quick view of operational and financial health of the bank with the ability to foresee emerging areas of concern </li></ul><ul><li>On-demand views capturing performance thresholds and raising red flags to indicate areas of concern </li></ul>
  11. 11. About Collabera FinTech 100 <ul><li>Experienced leadership team </li></ul><ul><li>4+ years average experience </li></ul><ul><li>Right mix of global and local hires </li></ul>Winning Team <ul><li>Adoption of industry best practices across Software Engineering (CMMI Level 5) , HR and IT (ISO 27001) </li></ul><ul><li>Framework of assets & solution accelerators </li></ul>Predictable Performance Experienced Global Player <ul><li>4500+ strong organisation with over $300 million revenues </li></ul><ul><li>Presence in 19 locations and 3 global delivery centers in India and the US </li></ul><ul><li>Established in 1991 and a certified Minority Business Enterprise </li></ul><ul><li>Banking, Communications, Media, Retail and Manufacturing </li></ul><ul><li>Consulting Solutions to tackle specific IT needs </li></ul><ul><li>Solutions designed for specific industry issues </li></ul>Industry and Service focus The Right Partner <ul><li>Flexibility and “Client Centric” culture </li></ul><ul><li>Engaged with over 100 Global 2000 corporations </li></ul><ul><ul><li>Recognized tier 2 partner status </li></ul></ul>Collaborative Engagement <ul><li>Client site, offsite and offshore models </li></ul><ul><li>Collaborative engagement models & processes </li></ul><ul><li>Technology and Go-to-market partners </li></ul>
  12. 12. Visit www.collabera.com to view our Dashboard for Banks Demo