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

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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Check out other BFSI case studies

• Automating Distribution of BFSI Performance Metrics – A BFSI automated reporting case study
• Customer Behavioral Segmentation to Support Targeted Marketing – A BFSI data analytics case study
• Removing Customer Barriers to Auto Insurance Renewals – An insurance survey case study

Research Objective

• A leading bank in the USA needed real-time reporting to enable pro-active, strategic business decisions for a range of audiences in their credit card portfolio.
• The original reporting process resulted in more than 200 pages of metrics and charts, a time-consuming and highly detailed, error prone task for analysts.

Scope & Methodology

• A process that incorporated real-time automation and that used existing software was designed.
• With a combination of routines and systems, the manual report generation process was converted almost entirely to an automated process.

Value Delivered

• The client did not need to make incremental investments in tools. More importantly, the time required by analysts to create quarterly reports was reduced by more than 95%.

Check out other BFSI case studies

• Creating a Financial Portfolio Health Review Report – A credit card business analytics case study
• Customer Behavioral Segmentation to Support Targeted Marketing – A BFSI data analytics case study
• Removing Customer Barriers to Auto Insurance Renewals – An insurance survey case study