Financial Services Solutions

Case Studies

Solution name:
Financial Services Reporting

Pain Description:
Inadequate Insight to Support a Key Product

The company is a broadly based financial services group with operations spanning banking, investment management and insurance, both in the UK and overseas. It is the second largest bank in Europe and serves nearly 35 million customers worldwide. To understand and maintain the profitability of its credit card business, the company maintains vast amounts of transaction and customer information. However, its existing Excel-based data tools were lacking key functionalities and did not support the depth and complexity of business insight necessary to grow the business. To keep its credit card business from stagnating, the company needed more detailed transaction data to find ways to both increase its customer base and derive greater profits from existing customers.

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World’s Largest Building Society

Solution name:
Financial Services and Compliance Reporting

Pain Description:
Struggling to Comply with New Regulations

Based in London, this company is the world’s largest Building Society ― a member-driven organization similar to a North American credit union. It is the U.K.’s fourth largest mortgage lender and second largest savings provider and counts 11 million members. As a major financial institution, this company is required to comply with the Basel II Capital Accord, a new set of international regulations governing data consolidation and risk management. Basel II requires institutions to be able to quickly and accurately publish enterprise-wide consolidated reports on risks, capital and risk management. To comply, it constructed a new data warehouse, but badly needed a solution to provide a consistent single view of data to all user groups, and analyze vast quantities of risk data relating to millions of customers.

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See Also

If fiancial services solutions aren't what you're looking for, try one of Panorama Software's other industry solutions:

• Retail
• Financial Services
• Insurance
• Manufacturing
• Healthcare
• Media and Telecom