qlik bpms 2015 final
TRANSCRIPT
Banking Performance Management Suite
Big Data & Performance Management
Big Data
&
Performance Management
Big Data &
Performance Management:• What is your Plan?
Banking Challenges:
CHALLENGES
Risk-adjusted
capital requirement rules
New regulatory
environment
Margins
have narrowed
Competition
among banks
Changing
banking products
Customers are
less loyal
Proposal for Banking
These business challenges have converged to further elevate the challenge for
banks to manage Performance along several dimensions:
• Financially,
• Operationally,
• Customer perspective
Based on a
banking
business
Information
Model
Provides a
holistic
approach
One Version of Truth
for:
- CEO, CFO, Treasury,
HR
- Business Analysts
- Branch Network
One Version of Truth
Modular approach focused on “start small think big”1
Tangible deliverables to select2
Proven Information Model3
State of the art GUI 4
Drives business insights5
ADVANTAGES OF BPMS:
Advantages
COMPONENTS
Admin Control
Graphical Interface
Advanced ETL
Parallel Execution
Managed Deployment
Cluster Architecture
Basic Components
Associative Structure1
Areas of Analysis2
KPIs3
Standard Reporting – Collaboration4
Sophisticated Security Schemes5
Technology
Traditional BI QlikView
• Limited view and access to data
• Forced down linear drill paths
• Need to involve IT to modify
• What-if and on-the-fly analysis
is limited
• Freedom to explore data from any point in
analysis in a dynamic, interactive interface
• Answer any question on the fly, real-time
• Easily see connections, and
disconnects in data
The unique Qlik patented
data association in-memory technology
• Holds data in memory for a super-fast user
experience
• Compresses data to 10% of original size
• Optimizes data structures and the power of
the processor to perform calculations
• Maintains associations in the data
automatically
• Calculates aggregations on the fly as
needed
Natural Analytics™ – The Core of Qlik®
Qlik visualizes data so people can use it…
• Anytime, Anywhere
• Total freedom from the desktop
• Any business user can create a QlikView
application
• Mash them up into complementary apps
like Google Maps or SharePoint
Customer Insights1
Financial Analysis2
Transactional Analysis3
Branches Benchmarking4
Monitoring KPIs (Cross-Sell, Branch Profitability)5
What do Customers use
BPMS for?
Reporting6
Solution Areas
FINANCIAL &
PROFITABILITY ANALYSIS
PORTFOLIO ANALYSIS
o Deposits
o Loans
o Investments
INSURANCE ANALYSIS
LIQUIDITY ANALYSIS
FUNDS MATURITY ANALYSIS
PRODUCT PROFITABILITY
Restructures Analysis
Insurance Contracts
Interest Rate Analysis
Branch Contributions
What-if Analysis
CUSTOMER INSIGHT
CUSTOMER ATTRITION ANALYSIS
CUSTOMER BEHAVIOR
CUSTOMER DELINQUENCY ANALYSIS
CUSTOMER INVESTMENT PROFILE- MIFID
CUSTOMER PROFITABILITY
Customer Attrition Analysis
Segmentation Analysis
Campaign Analysis
Customer Investment Profile
Organization Unit Profitability
INDIVIDUAL CUSTOMER PROFILE
Customer Relationships Analysis
Demographic Analysis
CROSS SELL – UP SELL ANALYSIS
PREPARE YOUR MARKETING CAMPAIGNS
TRANSACTIONAL ANALYSIS
CUSTOMER LOYALTY
Transaction Analysis
o Type
o Channel
o Instrument
Customer Interaction Analysis
BRANCH NETWORK PLANNING
Response Times
ORGANIZATION UNIT
PROFITABILITY
Transaction Type Analysis
CHANNEL EFFICIENCY
Trend Analysis
Cash Flow Analysis
Transaction History
Liquidity Analysis
What-if Analysis
Time to value
6 Months
Demo Applications
Executive Dashboard
Expense Management
Asset Management
Helpdesk Management
Sales Dashboard
Product Analysis
Customer Targeting
Total Bank Monitoring
Total View
Time Analysis
Demographical Analysis
Customer Delinquency Analysis
Customers monitoring
Balance Analysis
Customer Transaction Analysis
Customer Attrition Analysis
Organization Unit Analysis or Branch Monitoring
Non Payable Loans Analysis - NPL
Product Profitability Analysis
THANK YOU