Mis Slide V1
•
0 likes•87 views
This document discusses an integrated approach to information management across various areas of an enterprise to support strategic decision making. It touches on financial areas like general ledger, reconciliations and cost allocations as well as risk management topics including concentrations, ALLL, risk ratings, model validation and pricing models. The approach aims to consolidate information from different parts of the business.
Report
Share
Report
Share
![An integrated approach to information management developed to support strategic decision making across the enterprise. ,[object Object]](https://image.slidesharecdn.com/misslidev1-12696086292183-phpapp01/85/Mis-Slide-V1-1-320.jpg)
Recommended
Mis Slide V1
The document describes an integrated information management approach developed to support strategic decision making across different areas of an enterprise. It includes financial systems like general ledger, reconciliations, and bancware to manage profitability, credit risk reporting, sales management support, and advanced analytics for risk ratings, model validation, and pricing models. MIS and administrative functions connect these systems and reporting.
SFA Focused CRM Drivers
The document outlines objectives for a common corporate CRM strategy project:
1. Define and align a company-wide CRM business strategy and requirements.
2. Develop a CRM financial business case to gain support across divisions and regions.
3. Define and agree on an implementation plan to roll out the target CRM architecture company-wide.
From multi-channel to cross-channel marketing
George Frangakis, Country Manager of ForestView, describes how you can optimize your performance through cross-channel Marketing. This keynote was delivered at the 4th Distance Selling & eCommerce Conference in Athens.
Additional Experiences
The document discusses specific experiences that would benefit financial representatives and wealth managers in 6 areas: selecting and using various financial technology platforms integrated with each other; working with over 30 custodians including major brokers; ensuring compliance with changing regulations by identifying changes and updating policies and procedures; preparing performance metrics and reports for clients of various types; crafting marketing messages to attract different types of clients; and developing compensation models for sales teams and portfolio managers.
Bdw bryan sep 20-2012
Presentation to Big Data World - Europe in London Sep 20 2012. "How to generate an ROI through a positive approach to data privacy".
Analytics led transformation of marketing function
Marketing plays a critical role of providing forward looking experiences at an optimal cost. Hence, the department/function needs establish strong linkage to experiences & value capturing strategies.
Here is an approach, I implemented that was found useful....
(direct) marketing as a service, a way to strengthen the distribution channel
Presentation held at the prestigious Data Quality Summit Event (Eindhoven, November 2008). This presentation highlights the added value and possibilities of setting up a Marketing service program to enable your distribution channel to maximize the customer value. With an example of such a program in the (independent) insurance market.
Socializing your CRM
Customer relationship management (CRM) involves using technology to organize customer interactions to manage relationships. Traditional CRM software focuses on sales, marketing, and support. However, customers now engage in online communities and influence each other. An effective CRM strategy recognizes that customers control conversations and seeks to engage customers collaboratively to provide mutual value.
Recommended
Mis Slide V1
The document describes an integrated information management approach developed to support strategic decision making across different areas of an enterprise. It includes financial systems like general ledger, reconciliations, and bancware to manage profitability, credit risk reporting, sales management support, and advanced analytics for risk ratings, model validation, and pricing models. MIS and administrative functions connect these systems and reporting.
SFA Focused CRM Drivers
The document outlines objectives for a common corporate CRM strategy project:
1. Define and align a company-wide CRM business strategy and requirements.
2. Develop a CRM financial business case to gain support across divisions and regions.
3. Define and agree on an implementation plan to roll out the target CRM architecture company-wide.
From multi-channel to cross-channel marketing
George Frangakis, Country Manager of ForestView, describes how you can optimize your performance through cross-channel Marketing. This keynote was delivered at the 4th Distance Selling & eCommerce Conference in Athens.
Additional Experiences
The document discusses specific experiences that would benefit financial representatives and wealth managers in 6 areas: selecting and using various financial technology platforms integrated with each other; working with over 30 custodians including major brokers; ensuring compliance with changing regulations by identifying changes and updating policies and procedures; preparing performance metrics and reports for clients of various types; crafting marketing messages to attract different types of clients; and developing compensation models for sales teams and portfolio managers.
Bdw bryan sep 20-2012
Presentation to Big Data World - Europe in London Sep 20 2012. "How to generate an ROI through a positive approach to data privacy".
Analytics led transformation of marketing function
Marketing plays a critical role of providing forward looking experiences at an optimal cost. Hence, the department/function needs establish strong linkage to experiences & value capturing strategies.
Here is an approach, I implemented that was found useful....
(direct) marketing as a service, a way to strengthen the distribution channel
Presentation held at the prestigious Data Quality Summit Event (Eindhoven, November 2008). This presentation highlights the added value and possibilities of setting up a Marketing service program to enable your distribution channel to maximize the customer value. With an example of such a program in the (independent) insurance market.
Socializing your CRM
Customer relationship management (CRM) involves using technology to organize customer interactions to manage relationships. Traditional CRM software focuses on sales, marketing, and support. However, customers now engage in online communities and influence each other. An effective CRM strategy recognizes that customers control conversations and seeks to engage customers collaboratively to provide mutual value.
Cloud Computing
This document discusses strategies for cloud computing sales and marketing. It outlines a low-touch sales model involving awareness, consideration, purchase, and closing deals. It recommends using inbound marketing techniques like blogging, SEO, and giving things away to generate awareness. The consideration stage involves trial periods and freemium offers. Key decision makers are identified as CFOs, CIOs, and IT managers. Social media strategy and community management are also discussed. The challenges of execution and prioritizing leads based on lifetime customer value are emphasized.
Keeping in Step With Strategic Business Objectives in Insurance through Analy...
This document discusses how analytics are driving strategic objectives in the insurance industry. It outlines how insurance relies on statistical analysis and has benefited from accurate risk assessment technologies. The core insurance product is based on complex pricing and risk algorithms. The document then summarizes how analytics are used across key areas like attracting and retaining customers, investments, operational risk, and staff functions. It provides examples of strategic objectives from a large personal lines carrier focused on customers, excellence, growth and risk management. The conclusion states that analytics enable improvements across tactical activities but must track outcomes like customer retention to justify business cases and minimize risk.
What are brands good for?
Brands are traditionally used to aggregate customers by promising clear benefits and differentiating products from competitors. However, the rise of information sharing online is undermining this approach. Consumer "disaggregation" through more targeted and two-way communication allows companies to be more flexible, adaptive, and responsive to individual customer needs in a more efficient way. To adapt, companies should focus on building direct relationships with consumers through targeted communication rather than relying solely on brands. They need new structures that include relationship-building, tactical marketing influence on consumer behavior, and continually developing new products.
Vendor Risk Management
Vendor Risk Management aims to formulate risk profiles and mitigate reputational loss through a risk matrix. Regulatory oversight and governance configuration of outsourcing structures is key to concentrating and mitigating escalations from vendor services. Quality assurance and risk management testing can gauge the client base, externalities, costs, and sourcing policies to prevent ineffective vendor services. Real-time analytics through cloud-based platforms can apply to complex vendor transactions along with asset digitization, data mapping, and sourcing to project vendor propositions and highlight risk management areas.
BlackSwan Financial Platform
The BlackSwan Financial Platform is a portfolio optimization and risk management tool that allows financial advisors to better engage clients. It uses advanced analytics to model extreme events and optimize portfolios under a variety of constraints. Advisors can interactively demonstrate the effects of different economic scenarios and asset allocations on risk and return to clients. The intuitive interface helps advisors guide clients through an informed selection of the optimal asset allocation given their risk tolerance.
Bravo Solution Spend Slide Share Pm
Economic forces are driving the need for deeper cost-cutting measures
Procurement officers must shore up suppliers and vendors so as not to cause disruptions to service levels or product delivery –at margins that support company growth!
To deliver anything less would be Procurement Malpractice
Now, more than ever, investing in Spend Analysis is key
Alhuda CIBE -Mfi insight analytics
This document summarizes an analytics platform that provides modules for financial institutions to analyze their loan portfolios, customer interactions, and channel and network performance. It has been implemented for over 15 clients in 6 countries across Europe, Africa, and Asia by a company with over 50 years of business intelligence experience. The platform includes modules for financial analytics, customer centricity, and channel/network performance. It provides insights, key performance indicators, risk analysis, and benchmarking to help financial institutions enhance operations and strategic decision making. Implementation typically takes less than 6 weeks.
Computer Market Research's Ship and Debit Solution
Computer Market Research is a global company headquartered in San Diego that has been in business for over 32 years. They provide web-based sales, finance, and marketing solutions for manufacturers and have over 2,000 clients globally. Their Ship and Debit solution automates the traditionally manual and error-prone process of managing price adjustment programs and claims with channel partners. Key benefits include increased accuracy, reduced turnaround times, and improved visibility into indirect sales. The automated solution allows for flexible program building, controlled approvals, and configurable reporting capabilities.
PPT_case
Pricing managers at a manufacturing organization needed a solution to handle large data volumes, improve ad hoc reporting and data visualization for streamlining their deal approval cycle and analyzing discount rates. Tableau was implemented, creating a dynamic visualization for quick deal approvals on mobile devices, a dashboard highlighting blockages in the approval process, and a business dashboard depicting the relationship between deal size and discounts across regions. This reduced approval times and enabled better informed discount decisions through flexible analysis.
Intelligent BI
The document discusses key stakeholders in financial services and the challenges they face regarding availability of management and performance information. It also discusses trends around empowering employees and shifting to broader, more continuous information delivery. Common challenges included fragmentation of systems and a lack of structured and inclusive approaches to meeting information needs.
Customer Relationship Management.pdf
CRM Software manages and tracks all sales activities. Customer relationship management software is a powerful tool to improve customer relationships.
gtFace: Business intelligence (BI - presentation)
Business Intelligence (BI) solutions provider offers data integration, warehousing, and reporting services. They help clients by integrating data from different systems into a centralized database to provide a complete view of operations and enable advanced analytics. This improves decision making. Specifically, the document describes problems like lack of visibility across systems and ineffective marketing. It then explains how the company solves these by building centralized data warehouses and custom reports. This provides benefits like easier access to data, improved management insights, and more targeted campaigns.
Chapter 1: CRM, Database Marketing and Customer Value
CRM involves analyzing customer data to develop strong relationships and maximize customer lifetime value. It is linked to database marketing, which uses customer data to segment customers and develop tailored marketing campaigns. Rapid changes in customers, technology, and the marketplace are driving companies to adopt more customer-centric strategies like CRM to meet evolving customer needs and expectations. CRM assesses the economic value of each customer to help companies optimize profits by acquiring and retaining profitable customers over multiple interactions.
Extracting Knowledge from your Asset Management System
Data enables information. And information enables knowledge. If the CMMS is setup correctly you can make more informed decisions using analytical reports.
Oracle Project Overview
The document outlines the work streams and functional areas that will be part of a marketing and sales integration project. It includes areas like marketing budgets, campaigns, customer data, events, alliances and channels, and more. It notes that quoting, pricing and orders will be managed through a separate initiative but this project will handle integration points. It also provides information on how the marketing portion of the project will be organized, with work streams assigned to key areas and the involvement of different teams.
Digital Marketing Lecture 3
This document discusses several topics related to strategic planning and analysis for digital marketing. It includes sections on conducting a PESTEL analysis, stakeholder analysis, analyzing industry competition using Porter's five forces model, and performing an internal and external analysis using a basic SWOT framework. The document also references trends around increasing online video audiences and digital disruption and innovation that could impact strategic planning.
More Related Content
What's hot
Cloud Computing
This document discusses strategies for cloud computing sales and marketing. It outlines a low-touch sales model involving awareness, consideration, purchase, and closing deals. It recommends using inbound marketing techniques like blogging, SEO, and giving things away to generate awareness. The consideration stage involves trial periods and freemium offers. Key decision makers are identified as CFOs, CIOs, and IT managers. Social media strategy and community management are also discussed. The challenges of execution and prioritizing leads based on lifetime customer value are emphasized.
Keeping in Step With Strategic Business Objectives in Insurance through Analy...
This document discusses how analytics are driving strategic objectives in the insurance industry. It outlines how insurance relies on statistical analysis and has benefited from accurate risk assessment technologies. The core insurance product is based on complex pricing and risk algorithms. The document then summarizes how analytics are used across key areas like attracting and retaining customers, investments, operational risk, and staff functions. It provides examples of strategic objectives from a large personal lines carrier focused on customers, excellence, growth and risk management. The conclusion states that analytics enable improvements across tactical activities but must track outcomes like customer retention to justify business cases and minimize risk.
What are brands good for?
Brands are traditionally used to aggregate customers by promising clear benefits and differentiating products from competitors. However, the rise of information sharing online is undermining this approach. Consumer "disaggregation" through more targeted and two-way communication allows companies to be more flexible, adaptive, and responsive to individual customer needs in a more efficient way. To adapt, companies should focus on building direct relationships with consumers through targeted communication rather than relying solely on brands. They need new structures that include relationship-building, tactical marketing influence on consumer behavior, and continually developing new products.
Vendor Risk Management
Vendor Risk Management aims to formulate risk profiles and mitigate reputational loss through a risk matrix. Regulatory oversight and governance configuration of outsourcing structures is key to concentrating and mitigating escalations from vendor services. Quality assurance and risk management testing can gauge the client base, externalities, costs, and sourcing policies to prevent ineffective vendor services. Real-time analytics through cloud-based platforms can apply to complex vendor transactions along with asset digitization, data mapping, and sourcing to project vendor propositions and highlight risk management areas.
BlackSwan Financial Platform
The BlackSwan Financial Platform is a portfolio optimization and risk management tool that allows financial advisors to better engage clients. It uses advanced analytics to model extreme events and optimize portfolios under a variety of constraints. Advisors can interactively demonstrate the effects of different economic scenarios and asset allocations on risk and return to clients. The intuitive interface helps advisors guide clients through an informed selection of the optimal asset allocation given their risk tolerance.
Bravo Solution Spend Slide Share Pm
Economic forces are driving the need for deeper cost-cutting measures
Procurement officers must shore up suppliers and vendors so as not to cause disruptions to service levels or product delivery –at margins that support company growth!
To deliver anything less would be Procurement Malpractice
Now, more than ever, investing in Spend Analysis is key
Alhuda CIBE -Mfi insight analytics
This document summarizes an analytics platform that provides modules for financial institutions to analyze their loan portfolios, customer interactions, and channel and network performance. It has been implemented for over 15 clients in 6 countries across Europe, Africa, and Asia by a company with over 50 years of business intelligence experience. The platform includes modules for financial analytics, customer centricity, and channel/network performance. It provides insights, key performance indicators, risk analysis, and benchmarking to help financial institutions enhance operations and strategic decision making. Implementation typically takes less than 6 weeks.
Computer Market Research's Ship and Debit Solution
Computer Market Research is a global company headquartered in San Diego that has been in business for over 32 years. They provide web-based sales, finance, and marketing solutions for manufacturers and have over 2,000 clients globally. Their Ship and Debit solution automates the traditionally manual and error-prone process of managing price adjustment programs and claims with channel partners. Key benefits include increased accuracy, reduced turnaround times, and improved visibility into indirect sales. The automated solution allows for flexible program building, controlled approvals, and configurable reporting capabilities.
PPT_case
Pricing managers at a manufacturing organization needed a solution to handle large data volumes, improve ad hoc reporting and data visualization for streamlining their deal approval cycle and analyzing discount rates. Tableau was implemented, creating a dynamic visualization for quick deal approvals on mobile devices, a dashboard highlighting blockages in the approval process, and a business dashboard depicting the relationship between deal size and discounts across regions. This reduced approval times and enabled better informed discount decisions through flexible analysis.
Intelligent BI
The document discusses key stakeholders in financial services and the challenges they face regarding availability of management and performance information. It also discusses trends around empowering employees and shifting to broader, more continuous information delivery. Common challenges included fragmentation of systems and a lack of structured and inclusive approaches to meeting information needs.
Customer Relationship Management.pdf
CRM Software manages and tracks all sales activities. Customer relationship management software is a powerful tool to improve customer relationships.
gtFace: Business intelligence (BI - presentation)
Business Intelligence (BI) solutions provider offers data integration, warehousing, and reporting services. They help clients by integrating data from different systems into a centralized database to provide a complete view of operations and enable advanced analytics. This improves decision making. Specifically, the document describes problems like lack of visibility across systems and ineffective marketing. It then explains how the company solves these by building centralized data warehouses and custom reports. This provides benefits like easier access to data, improved management insights, and more targeted campaigns.
Chapter 1: CRM, Database Marketing and Customer Value
CRM involves analyzing customer data to develop strong relationships and maximize customer lifetime value. It is linked to database marketing, which uses customer data to segment customers and develop tailored marketing campaigns. Rapid changes in customers, technology, and the marketplace are driving companies to adopt more customer-centric strategies like CRM to meet evolving customer needs and expectations. CRM assesses the economic value of each customer to help companies optimize profits by acquiring and retaining profitable customers over multiple interactions.
Extracting Knowledge from your Asset Management System
Data enables information. And information enables knowledge. If the CMMS is setup correctly you can make more informed decisions using analytical reports.
Oracle Project Overview
The document outlines the work streams and functional areas that will be part of a marketing and sales integration project. It includes areas like marketing budgets, campaigns, customer data, events, alliances and channels, and more. It notes that quoting, pricing and orders will be managed through a separate initiative but this project will handle integration points. It also provides information on how the marketing portion of the project will be organized, with work streams assigned to key areas and the involvement of different teams.
Digital Marketing Lecture 3
This document discusses several topics related to strategic planning and analysis for digital marketing. It includes sections on conducting a PESTEL analysis, stakeholder analysis, analyzing industry competition using Porter's five forces model, and performing an internal and external analysis using a basic SWOT framework. The document also references trends around increasing online video audiences and digital disruption and innovation that could impact strategic planning.
What's hot (16)
Keeping in Step With Strategic Business Objectives in Insurance through Analy...
Keeping in Step With Strategic Business Objectives in Insurance through Analy...
Computer Market Research's Ship and Debit Solution
Computer Market Research's Ship and Debit Solution
Chapter 1: CRM, Database Marketing and Customer Value
Chapter 1: CRM, Database Marketing and Customer Value
Extracting Knowledge from your Asset Management System
Extracting Knowledge from your Asset Management System
Mis Slide V1
- 3. BancWare
- 9. ALLL
- 10. Incentives
- 11. Campaigns
- 13. Risk Ratings
- 14. Model Validation
- 15. Pricing Models