Wholesale Bank
Self-service analytics and data democratization
Enable corporate banking teams with sophisticated analytics for deal management and client relationships
Wholesale banking requires complex analytics across multiple product lines, large transaction volumes, and sophisticated client relationships that current tools cannot support.
An integrated analytics platform with deal pipeline tracking, client profitability analysis, and real-time exposure monitoring designed for corporate banking workflows.
Current Assessment
Analytics maturity and readiness evaluation
- Sophisticated user base
- Clear ROI requirements
- Strong data foundation in core systems
- !Fragmented client data across systems
- !Complex Excel-based workflows
- !Limited real-time capabilities
Portfolio Overview
Current analytics assets and usage metrics
Implementation Roadmap
Phased approach to analytics enablement
Foundation
- Deal Pipeline Dashboard
- Client Profitability View
- Revenue Analytics
Expansion
- Exposure Monitoring
- Cross-product Analytics
- Client Risk Scoring
Advanced
- AI Deal Recommendations
- Real-time Pricing Analytics
- Predictive Client Needs
Initiatives Progress
Overall progress tracking for all initiatives
Initiatives Backlog
Analytics initiatives and projects for Wholesale Bank
Deal Pipeline Dashboard
Real-time visibility into deal flow and pipeline metrics
- •Pipeline visualization
- •Deal status tracking
- •Win/loss analysis
Client 360 View
Comprehensive client relationship and revenue analytics
- •Client dashboard
- •Wallet share analysis
- •Relationship mapping
Revenue Analytics Platform
Product revenue tracking and profitability analysis
- •Revenue dashboard
- •Margin analysis
- •Product mix optimization
Client Risk Scoring
Automated client risk assessment and monitoring
- •Risk scoring model
- •Early warning system
- •Portfolio risk view
AI Deal Recommendations
ML-powered cross-sell and deal recommendations
- •Recommendation engine
- •Next best product
- •Propensity models