Case Studies

 

Wholesale Banking

Qualitative research scheme

Client

Fast growing private sector bank with a pan-India presence and a diverse product and client portfolio

Due diligence

Challenge

Budgeting and account planning framework, Sales Productivity and Performance Management, Treasury Reporting and Analytics across Forex, Fixed Income, and Money Markets

Due diligence

Approach

Workflow to create and approve budgets at a customer sub-product level, comparison with thresholds and prior period actuals. Consolidated data mart combining information from ten source systems and multiple Excel file inputs. OLAP and pre-designed reports to meet requirements of a diverse audience.

Due diligence

Benefit

Improved share-of-wallet and cross-sell metrics; Better client segmentation and improved sales focus; Sales performance management better aligned with business goals. Enable multi dimensional Counter-party analysis by price and exposure leading to better risk diversification. Comprehensive framework for Balance sheet and asset-liability analysis with maturity profiling.A single platform which provides comprehensive information about clients, sales, risk, product and counter-parties across the entire wholesale bank.

Questions?

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