Hexaware Webinar Series Presents: The Presentation Will Begin Momentarily

Transcription

1 Hexaware Webinar Series Presents: How can banks leverage analytics across various perspectives protecting their current investment in technology? Sundip Gorai Vice President, Hexaware Technologies Dec 6 th, 12 pm Eastern Time The Presentation Will Begin Momentarily

2 A Global IT and BPO Service Provider India s Fastest Growing Mid- Sized Company 32 offices worldwide 55 Global 500 clients 18 Global locations 17 years of technology outsourcing expertise Transportation 166 Clients served worldwide 187 USD mil Revenues, 06 BFS 6900 Employees worldwide Business Areas ERP/HRIT Insurance Our mission : To build value for clients through innovative use of technology and talent

3 Strategies and Strengths L L E E A A D D E E R R S S H H I I P P T T H H R R O O U U G G H H F F O O C C U U S S Leading BFSI service provider with proprietary products (Operational Risk, Collections, Leasing, Wealth Management # 1 Airlines services provider in India 8 of top 10 airlines are our clients # 1 provider of HR-IT services in India 500+ projects, 750+ resources Specialized Insurance service provider Content management, Fraud Mgmt, Work flow, SOX, BPO Core Competency Management of businesscritical applications offshore Organization Traits Consultative approach, Responsive and Resultoriented Robust Backbone World-class infrastructure, Flexible delivery models, SEI CMMi Level 5, BS7799 Track Record 88% Repeat Business Offshore transition expertise Global Delivery E E N N H H A A N N C C I I N N G G V V A A L L U U E E

4 Hexaware Business Intelligence & Analytics (BI & A) -

5 Analytic Usage in Banking Risk Credit Risk Operational Risk Market Risk Credit Scoring Performance Profitability & Performance Budgeting Credit Cards Asset Management CRM HR Analytics

6 Performance Management Profitability Monitoring Measurement Cost and Fund Allocation Fund Allocation Allocating group funds to companies Reviewing/reallocating funds Budgeting & Planning Iterative target setting Rolling over plans Trending & Forecasting Performance Management Multi-Parameter performance definitions Integrating with Incentive Quality Standardization Quality Policy and Standards Monitoring vs policy Risk Management Risk identification, Assessment & Monitoring Mitigation & Control Inter Company Coordination Inter-company sales and procurement Corporate governance Project Monitoring Reviewing project performance vs criteria Resource allocation Production Management Demand and inventory analysis Production schedules

7 Hexaware CRM Analytics Domain Coverage Behavior Analysis Product Acquisition Analysis Customer Campaign Profiling Analysis CRM Functions 360 Degree New Business Customer View Analysis Cross Sell Analysis Service Request Analysis Derive Hindsight, Insight and Foresight into your CRM functions DW,OLAP & Reporting Hindsight Statistical & Data Mining Techniques Foresight & Insight Data models Dimensions/Hierarchy/Metrics Slice/Dice/Roll-up/Roll-down Operational Reporting and Ad-hoc Analysis

8 Analytic CRM Project Design and Execution Cross Sell Upsell Churn Retention Segmentation Customer transition to higher segment Campaign objective Campaign description Customer selection Closing the Loop Learning Feedback 14 Campaign effectiveness Evaluation model (response and returns to cost) 12 SAS Datasets SAS Datasets Response to multiple campaigns stored as history 13 Reporting AND analysis (use SAS BI/ micro strategy/ms excel) 11 Siebel schedules and executes campaign Owner of campaign budget,costs and Segmentation other constraints 10 SAS Datasets 9 Assignment model Tele marketing Direct mail SAS Datasets Right product/right customer/right channel using SAS linear programming Walk in to advisors Other medium Customer attributes age/gender/ Relationship details 6 Data Mining Techniques Model Selection 4 Customer exclusions criteria SAS Datasets SAS Datasets Customer selection Based on other attributes SAS Datasets 8 n SAS Datasets Filtered Customer List Select customers who did not respond to past campaign and are poor on other parameters Business flow of campaign management 5 Response propensity Purchase score Credit score Relationship value Response propensity score for maximum likelihood of response Data Mining Techniques Model Selection Other business criteria Split customer list SAS Datasets Filtered customer list based how old is relationship 7 SAS Datasets

9 Credit Card Analytics 5 Collection Analysis a. Delinquency Analysis b. Delinquency Is-Was Analysis c. Operations d. Charge Backs e. Authorization f. Collections 1 Customer Acquisition Analysis a. Credit b. Application Profile c. Plan Tracking d. Operation Analysis e. Process Analysis 4 Merchant Analysis a. Merchant Acquisition b. Merchant Fraud c. Merchant Operations d. Charge Back e. Authorization Hexaware s Jumpstart Analytic Packs 2 Portfolio Analysis a. Portfolio Analysis b. Spend Analysis c. Activity Analysis d. Payment Analysis e. Profitability Analysis f. Vintage Analysis 3 Portfolio Risk Analysis a. Score Migration b. Fraud Analysis

10 Mortgage Analytics Origination Systems Transaction Systems Recovery / Collection Limit/Collateral Systems Portfolio Analysis New Business Analysis Origination Efficiency Pre-Payment Analysis Foreclosure Analysis Application Analysis Delinquency Analysis Collection Efficiency Write-Off Analysis Campaign Analysis Refinance: Portfolio Analysis Pre Packaged Data Model Pre Packaged Reports Templates Pre Packaged Meta Data

11 Retail and Corporate Credit Risk Analytics Collateral System Loan Origination System Collateral Analysis Autoloans Core Banking Sales & Marketing Other Systems Corporate Credit Risk Analytics Delinquency Concentration Analysis Retail Credit Risk Analytics Vanilla Mortgage Overdraft Recovery Collections & Recovery Facility Analysis Customer Profiling Pre Packaged Data Model Pre Packaged Reports Templates Pre Packaged Meta Data

12 The Asset Management Industry Investors AMC Investments Institutions Institutions Mutual Funds - Bonds Indexation Stocks Corporation Corporation Mutual Funds - Equity Structured Products Bonds Derivatives & FX Non Profit Non Profit Wealth Management Multi Asset Commodities Individuals Individuals Fund Analysis Structured Products Others

13 Hexaware s HR Analytics 1.Work Force Analysis a. Headcount Analysis b. Turnover Analysis c. Hiring Trend Analysis d. Overtime Usage Analysis e. Affirmative Action Analysis Hexaware Jumpstart Analytic Pack 3. Benefits Analysis a. Plan Participation Analysis c. Benefits Cost Analysis d. Disability Fraud Analysis 2. Compensation Analysis a. Variable Compensation Analysis b. Merit Distribution Analysis c. Compa-Ratio Analysis d. Total Compensation Analysis e. Year Over Year Analysis

14 Tool evaluation and selection strategy for analytics and datawarehousing Performance Analytic Layer Analytics Analytic Layer Reporting Mart Creation Mining Models Decision Support Source Transformation Feed Back Loop ODS Data Warehouse ETL Layer Staging Area ETL Layer Meta Data Layer Direct connection Data Source Source Systems Domain Apps, Legacy Systems Transaction Applications Layer

15 Data Mining Value Proposition for CRM

16 Data Mining Process

17 Service Offerings

18 Credit Risk and Credit Scoring Market Risk Operational Risk Structural Risk Analytics & Data Mining Data Mining, Statistics, and Quantitative Models CRM Analytics Prebuilt Predictive and Quantitative Models Prebuilt Metrics and Analytical structures Prebuilt Data Model Implementation Methodologies Regulatory compliance Enterprise Risk Management Analytics Demographics Productivity Compensation & Benefits Staffing & recruiting Training & Development Customer Loyalty Customer Acquisition/Retention Cross Sell / Up- sell Campaign Management Enterprise Performance Analytics Credit Card Analytics Mortgage Analytics Capital Market Analytics Performance Analytics Cargo Analytics MRO Analytics Route Optimization Human Capital Management Specialized Financial Analytics Airline Analytics

19 BI Infrastructure Management Services

20 BI and A Innovation Lab Accelerators Solution Accelerators Some of the tools developed by the Innovation team that would be part of all projects are XML-based query engine for Data Integration environment to ensure ETL coding standards and locate coding errors; saves up to 90% time A tool for determining duplicate reports, identifying set-subset related reports, location of dead variables, etc., within any BI environment; saves up to 70% time BI environment metadata foundation tool to create semantic layers such as universes and models in an automated fashion; saves up to 40% time Other solution accelerators in usage TRACE IT Teradata Analytic Excel Comparator SAS Web Compiler Web Services Manager Excel Formatter Mapping Change Propagator

21 BI & A Innovation Lab Jump Start Analytics Jump Start Analytics Some of our prepackaged analytics includes prepackaged data model, prepackaged reports, prepackages cubes, metric and dimensions. Hexaware has prepackaged analytics in following areas: Our HR analytics enable organizations to get meaningful insights from HR data collected from various enterprise-wide HR and Non HR systems. Our CRM analytics enable organizations to get deep insights on customer data collected across various channel systems. Our niche analytics covers various niche areas that includes Credit Card analytics, Mortgage analytics, Credit Risk Analytics and Capital Market Analytics. Our Airline Analytics enables organizations to strategize their business activities by analyzing various data such as customer loyalty, routes, cargo and financial performance. Our Enterprise Risk Management subsidiary Risk Tech provides Analytics implementation and services related to the banking risk domain

22 BI & A Innovation Lab Solution Accelerators Some of the tools developed by the Innovation team that would be part of all projects are XML-based query engine for Data Integration environment to ensure ETL coding standards and locate coding errors; saves up to 90% time A tool for determining duplicate reports, identifying set-subset related reports, location of dead variables, etc., within any BI environment; saves up to 70% time BI environment metadata foundation tool to create semantic layers such as universes and models in an automated fashion; saves up to 40% time

23 BI & A Innovation Lab BI & A Innovation Lab is a dedicated talent pool of architects, consultants and developers. The Innovation Team brings about the Hexaware edge in BI&A engagements by leveraging its best practices repository, by building reusable components and solution accelerators to shrink implementation time and by providing advice to implementation teams. Process Frameworks Some of the well tested process frameworks developed by the Innovation team with standards, templates, deliverables and checklists are BI Report Consolidation Product Migration Product Upgrade Data Profiling and Certification Performance Tuning Agile DW Methodology for Maintenance Product Evaluation Scorecard Implementation Industry Models Implementation

24 Sample Customers DG1

25 Slide 24 DG1 Can we leave a hard copy of this with them?? Deepak Garg, 7/4/2007

26 Q & A Q & A You can also reach us at biinnovations@hexaware.com

27 Thank You For Attending For a recording of this webinar please visit: Download Case Studies & Whitepapers at: