7. Achieving Objectives Increase Customer Base Analysis by Geographical Area Industry By Category By Revenue By Profitability Demography
8. Achieving Objectives Increase Operational Efficiency Productivity Analysis No of transactions – Target Vs Actual Inter-departmental delay analysis Time Spent Vs Profitability Analysis Increase Customer Satisfaction Suggest alternate investment plans based on past allocation and performance
19. KPIs for Banking Sector Interest Perspective Profit margin Operating margin Interest margin Company assets Perspective Non-performing assets Reserve requirement Return on average assets Risk Perspective Value at risk Capital adequacy ratio
22. Some touch points Identification and Retention of most valued accounts Accounts can be differentiated based on primary balances and analyzed on that criteria Understanding ever dynamic customer behavior based on different parameters It may be relevant for the bank to capture and store behavior scores relating to the activity or characteristics of each account and household Snapshot of historical monthly data may be used for defining future products
24. KPIs for Insurance Sector Policy Transaction Fact Number of Policy Sale Value of policies sold Number of policies renewed compared to number of policies sold Number of policies sold as compared to quota
25. KPIs for Insurance Sector Policy Premium Snapshot Fact Number of missed premiums or lapses compared to total number of policies sold Percentage of policies that lapse within the first two years
26. KPIs for Insurance Sector Claims Transaction Fact Total benefits paid as a percentage of premium Frequency of claims Time taken to process a claim
