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Business Intelligence Systems

Business intelligence systems provide bank management with access to accurate, timely and visually interpretable information on financial, operational and customer performance. Interactive dashboards, reports and analytical showcases form the basis for making strategic, tactical and operational decisions at all management levels.

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Request for proposals

BI systems allow you to collect, process and visualize data from various internal and external sources — ABS, CRM, DWH, interaction channels, financial systems, etc.
The platform provides access to key KPIs, indicator dynamics, comparative analyses and trends through adaptive reports, graphs, maps and tables.

Key functions:

  • Building financial and management reports in real time;
  • Creating dashboards for departments, management, board and supervisory bodies;
  • Scenario modeling (what-if) and deviation analysis (drill-down, root cause);
  • Configuring access rights by roles, automating updates and integrating with email/Teams;
  • Support for visual frameworks: Power BI, Tableau, Qlik, Looker, Metabase, etc.;
  • Integration with repositories, scoring systems, budgeting systems and ERP.

Who works with the system within the bank:

  • Board and heads of departments
  • Strategic planning and analytics unit
  • Financial department
  • Digital teams and marketing
  • IT and data engineering

System owners:

  • Chief Financial Officer (CFO) - performance management
  • Chief Data Officer (CDO) - data architecture and quality
  • CIO/CTO - technical support and security

What strategic objectives do the proposed solutions solve

Provides transparency of the current situation in the bank at all management levels - from the branch to the board of directors

All key metrics are visualized and available in real time.

Accelerates and improves decision making through operational analytics and impact modeling

Ability to see deviations, causes, trends and forecasts on one platform.

Increases controllability, responsibility and efficiency of departments through KPI and monitoring

Data becomes the basis for evaluation, motivation and adjustment of actions.

Make working with documents simpler and faster

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Who are the solutions suitable for?

Results after solution implementation

Reduce the time it takes to generate reports and improve their accuracy through automation.

Increasing the speed of decision-making and reducing management risks.

Improving transparency, accountability and governance efficiency through data.

Processes are optimized, routine operations are automated, and employees have more time for truly valuable tasks.

Want the same? Find out all the details at

Consultations.

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SAMARALI

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Trinity

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