Information Builders. Success in. Banking

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1 Information Builders Success in Banking

2 Information Builders provides trusted data and actionable analytics to banking institutions. 2

3 Trusted Data at Scotiabank It doesn t really matter what types of business applications we build or purchase so long as we have a robust integration platform to connect them together. Information Builders technologies help us streamline corporate acquisitions, extend the life of its legacy systems, and facilitate international growth and expansion. Michael Bekic Director, Cloud Enablement, Customer MDM and Digital Communications Actionable Analytics at Bantierra When we need to create reports, dashboards, and operational scorecards that can combine and analyze data from multiple sources, we turn to the experts at Information Builders for assistance. Juan Ramón Garcia Systems Director 3

4 Trusted Data for Banks Proactive data quality management solutions ensure the completeness, consistency, and accuracy of data throughout the enterprise Comprehensive master data management (MDM) capabilities enable the creation of a single view of key business entities, such as employees, products, accounts, and customers across all systems and sources A broad-reaching integration framework ties together all data assets, regardless of their location or format, and can enable full operational integration Robust B2B solutions streamline, coordinate, and automate vital activities and workflows across multiple branches and locations 4 Data Management Platform

5 Actionable Analytics for Banks Powerful analytics, including data visualization, location analytics, machine learning, and enterprise search, provide deep insight into customers, products, channels, and operations Actionable analytics makes it easier to forecast credit and lending risk as well as anticipate attrition and other customer behaviors Customer-facing business intelligence (BI) empowers an unlimited number of clients to interact with budgets and spending, which can improve their financial acumen. It also enables them to analyze account information, 24/7, via their device of choice E-statements, a type of InfoApp, enable banks to generate large volumes of highly interactive account statements, bills, tax receipts, and other electronic documents 5 BI and Analytics Platform

6 Powerful analytics enable business users to glean insights on: Trends and opportunities in electronic payments Treasury and portfolio benchmarking and analysis Monitoring of loan delinquency and default forecasting 6

7 Heartland Financial Resolves Data Management Challenge Heartland Financial is a financial services company providing banking, mortgage, investment, insurance, wealth management, and consumer finance services to individuals and businesses. Bank directors can more easily obtain high-level information after mergers and acquisitions thanks to WebFOCUS and InfoAssist. Solving data management challenges, without a costly data warehouse, has made vital, timely, and actionable insight available across the entire financial services spectrum. 7 Heartland Financial

8 Banco Interacciones Embarks on a New Analytics Strategy Banco Interacciones is a niche bank specializing in lending to Mexican states and municipalities. Banco Interacciones has centralized data monitoring and analysis via a BI portal and new intuitive, interactive, role-based dashboards that visually present information in a cohesive way. Management is empowered with detailed knowledge of financial and operational activities, while users throughout the enterprise can now track daily, weekly, and monthly progress towards corporate goals. 8 Banco Interacciones

9 Operational analytics provide visibility into processes and activities to maximize productivity and effectiveness. 9

10 RBC Royal Bank Benefits From Operational Analytics RBC Royal Bank is one of the largest banks as measured by assets, in 2011, RBC was the largest Canadian company by revenue and market capitalization. The WebFOCUS BI and analytics platform from Information Builders provides real-time loan status information to asset-based lending (ABL) customers. Authorized users (senior executives, accounts receivable managers, controllers) can also easily obtain standard reports from behind the firewall. Clients now have an instant, real-time look at their loan status, which improves service and provides a competitive advantage. 10 RBC Royal Bank

11 Performance metrics deliver real-time feedback and operational insights to executives. 11

12 Banco Bilbao Vizcaya Argentaria (BBVA) BBVA is the secondlargest bank in Spain. Improves Performance of Global Audit Department BBVA s analytics applications summarize the activities of hundreds of auditors across 13 countries, sampling the complexity of many different times zones, cultures, customs, and languages. Auditors now have a self-service environment for analyzing activity, viewing historical reports, and increasing their efficiency. 12 Banco Bilbao Vizcaya Argentaria (BBVA)

13 PNC Bank Improves Contact Center Performance Monitoring PNC is the fifth-largest bank by number of branch offices, sixthlargest by deposits and the eighth-largest by total assets in the U.S. PNC s contact center handles almost one million calls a month. An online reporting system for performance monitoring, scheduling, and business analysis improves tracking of important metrics such as call volumes and abandon rates. PNC can now accurately assess trends and make forecasts to adjust schedules accordingly, while properly gauging agent performance against incentive plans. 13 PNC Bank

14 Self-service and customer-facing BI allow non-technical users to quickly and easily interact with important information. 14

15 U.S. Bank Delivers Superior Services to Small Businesses U.S. Bank is the seventhlargest commercial bank in the U.S. A BI dashboard gives U.S. Bank s small business clients and customers a customized view of debit and credit card data. Clients and customers rely on the dashboard to easily monitor credit card spending by viewing consolidated statements and reports, and to compare payment data with peers to discern patterns and opportunities for smart spending. 15 U.S. Bank

16 Bridgewater Bank Empowers Employees With Strategic Insight Bridgewater Bank is a Canadian Schedule I chartered bank based in Calgary, Alberta. Bridgewater used WebFOCUS to develop a dozen analytics portals. This self-service BI environment guides employees as they make dayto-day decisions, and offers strategic insight. Greater confidence in the data drives knowledgeable decisions about cash flow, funding ratios, and reserves, minimizing risk and maximizing profitability in the highly competitive consumer banking sector. 16 Bridgewater Bank

17 Millennium bcp Enhances Decision-Making Capabilities Millennium bcp is the largest private bank in Portugal. A state-of-the-art BI application enables an integrated view of business data via attractive and intuitive customizable BI dashboards, where users can visualize and manipulate the information. The environment has improved commercial activity, which in turn has positively impacted revenue. Managers can focus on the most relevant metrics that influence performance and foster a proactive, data-driven culture. 17 Millennium bcp

18 WebFOCUS InfoApps are businessdriven analytical apps tailored to the needs of today s insight-hungry, timesqueezed decision-makers. InfoApps provide actionable analytics, without the need to understand the complexities of underlying data or tools. 18

19 Nordic Investment Bank Thrives in Volatile Financial Markets Nordic Investment Bank is an international financial institution owned by eight member countries: Denmark, Estonia, Finland, Iceland, Latvia, Lithuania, Norway, and Sweden. WebFOCUS has enabled the development of an analytics portal that includes dashboards, InfoApps, and reports for lending, accounting, treasury, administration, planning, and risk management. Users can easily explore data via charts, graphs, reports, data visualizations, and other interactive methods with information always presented uniformly. 19 Nordic Investment Bank

20 Integration solutions unify information from diverse systems and sources. 20

21 Scotiabank Unifies Complex Sales Data Scotiabank is the thirdlargest bank in Canada by deposits and market capitalization. A comprehensive sales reporting environment captures and integrates data from multiple retail banking systems. A more comprehensive view of enterprise information increases banking productivity, accelerates the bank s ability to open new channels, and improves the way sales officers reach out to customers, qualify leads, and align customer profiles with the product mix. 21 Scotiabank

22 22 How Information Builders Can Help

23 Information Builders partners with banks to: We partner with our clients to achieve the highest levels of customer satisfaction in the industry. Gather and exploit deep customer intelligence to better understand and forecast client behaviors Gain a better understanding of products to enable the design and enhancement of profitable, market-leading financial offerings Minimize risk by improving the way threats are measured, managed, and treated Improve regulatory compliance with more accurate and reliable data Optimize operational and financial performance Obtain a single, consistent view of the customer across all products and channels Enhance the customer experience by engaging stakeholders through interactive online and mobile applications 23 Financial Services

24 Two Penn Plaza, New York, NY (800) informationbuilders.com DN