Business Intelligence In Financial Industry


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As more and more operations of banks operations and use of banking transactions by the customer is being performed on web, the amount of data is growing exponentially. To get insights into the future Business Intelligence in Financial Industry could be the way forward.

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Business Intelligence In Financial Industry

  1. 1. UBS Wealth Management : Business Intelligence Business Objects Submitted By: Limbert Bontigao Satya Kopparapu Karthik Mehta MIS 750 Professor Thomas Brier
  2. 2. Business Objects for UBS <ul><li>UBS: Diversified global financial services company, headquartered in Switzerland; World’s largest manager of private wealth assets </li></ul><ul><li>New CIO: ----------- </li></ul><ul><li>Project Proposal Description </li></ul><ul><li>BUSINESS CASE: </li></ul><ul><li>Business users rely on paper/printed reports to do analysis, planning and quality assurance. </li></ul><ul><li>Business Objects version can deliver real time information and give Business Users the ability to manage this information that is most relevant to their needs </li></ul><ul><li>PROBLEM/OPPORTUNITY STATEMENT: </li></ul><ul><li>Many paper reports are being printed each day with hardly anybody reading them </li></ul><ul><li>The programs that produce reports are hard-coded; once report is generated, the user can not ask for more fields or manipulate the report to fit their needs </li></ul><ul><li>Most printed reports have a lag of one day or more </li></ul>
  3. 3. Why upgrade to Business Objects for UBS? <ul><li>Business Objects extends the breadth of reporting capabilities offered through the Collaborative Reporting Architecture, including: </li></ul><ul><li>An open source-based design environment, now boasting more than 250,000 users </li></ul><ul><li>An ad-hoc web reporting option available through iServer </li></ul><ul><li>Interactive, end-user report personalization that can be added to any Business Objects deployment </li></ul><ul><li>A standards-based portlet presentation layer to better fit in corporate environments </li></ul><ul><li>Workgroup deployment capabilities for smaller, single-server projects </li></ul><ul><li>Information Objects generated directly from e.Reports </li></ul><ul><li>Open Data Access connectors for web services, RSS feeds, PeopleSoft trees and SAP BW InfoCubes </li></ul>
  4. 4. Business Objects for UBS <ul><li>How Can Business Objects Meet All Our Reporting Needs? </li></ul><ul><li>With Business Objects, we see how IT and Finance folks discover and appreciated each other capabilities with Business Objects. </li></ul><ul><li>Business Executives </li></ul><ul><li>Customer Interaction Solutions </li></ul><ul><li>Operational Performance Reporting </li></ul><ul><li>Performance Management Solutions </li></ul><ul><li>Industry Solution </li></ul><ul><li>Technical Managers </li></ul><ul><li>Functional Department Needs </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Performance Management Applications </li></ul><ul><li>Report Development Technologies and Platform </li></ul>
  5. 5. Business Objects for UBS <ul><li>Benefits: </li></ul><ul><li>Integrate Applications with market leading enterprise BI Business Objects. </li></ul><ul><li>Reporting products at a low cost, with low risk </li></ul><ul><li>Leverage in-house business process expertise, development and spreadsheet skills </li></ul><ul><li>Take the first step towards creating a world class BI environment </li></ul><ul><li>Business Objects BI does not require a separate data warehouse to support this analysis, but can take advantage of an existing one </li></ul><ul><li>Alternatives: </li></ul><ul><li>The Alternative technologies or competitors for Business Objects are.. </li></ul><ul><li>Cognos </li></ul><ul><li>Hyperion Solutions </li></ul><ul><li> </li></ul>
  6. 6. Business Objects for UBS <ul><li>Business Intelligence Products: </li></ul>
  7. 7. Business Objects for UBS
  8. 8. Does Business Objects – enable faster Operations decision making Zurich office – Which regions is giving UBS the biggest losses. Excel reports and graph Stamford office How much looses did Bank occur on account of home Loan defaults - Excel reports. Berlin office Which financial products doing well, which facing tough competition from other banks . Reports in Excel, word. New York office – Should UBS enter into Stock option market, past trends. Excel reports, graphs. Paris office – How to perform better Than Credit Suisse – search Tren ds Excel, Word London office demands Reports based on FSA new ruling – Excel reports Graphs, Web applications
  9. 9. Business Objects Benefits: Data Integration Across Sources Investment Banking – Europe division Global Wealth Management Fixed Income US division Trading & Settlement Switzerland Division Drill up, big picture By city, country Drill up or down by Financial product Trend analysis By region, State, country Granular Details by region City, state, country
  10. 10. A Visual Operation: Pivot (Rotate) 10 47 30 12 Wealth Management Investment banking Fixed Income Institutional securities US Europe Asia 3/1 3/2 3/3 3/4 Date Month Region Product
  11. 12. Challenges : Change to Business Objects Technology Is Just the Visible Part Source: IBM <ul><li>Human side of change is where the real challenges lay </li></ul><ul><li>Employees acceptance that change needed for better </li></ul><ul><li>Technology only plays the role of an enabler </li></ul>System X Technology User Skills Security and Privacy Processes Design Culture Organizational Structures
  12. 13. Business Objects for UBS <ul><li>Questions? </li></ul>