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Creating A Financial Portfolio Health Review Report | A BFSI Data Analytics Case Study
By E2E Research | July 20, 2021

Research Objective

  • A senior management team at a financial company needed a high-level, portfolio health review report to draw valuable high level insights, and identify unusual trends over time for their credit card portfolio.

 

Scope & Methodology

  • The client made a range of business intelligence data available including:
    • Account level financial information
    • Credit bureau data for risk profile of accounts
    • Transactional account data

E2E Research Case Study

E2E Research Case Study

 

Value Delivered

  • The data helped the client better understand historical and future trends related to consumers’ financial behaviors. They were better able to understand where their potential risks were.

 

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