Finance Industry

Investment Portfolio Dashboard

The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance. The goals of this dashboard are to report and analyze stock trends to better allocate future investments, and to understand the market and the direction it is heading to maximize investment opportunity.

Given the above, and ever fiercer competition on the banking market, it is essential to give yourself as many advantages as possible when the time comes to analyze data and make crucial decisions.

What Evolusys will bring you :

• Measure product sales at each distribution point by condition and ROI on incentives
• Get profitability insights from different angles such as Sales vs. Cost and Year on Year analysis.
• Use an interactive map to spot growth markets and drill down into location.
• Compare online vs. offline orders to see where and how your channel strategy can improve.

Banking Performance Dashboard

Technological innovation is a key growth driver nowadays for banking services, allowing the implementation of new customer relationship models, sales (mobile payment apps, social network …) or organization (security, mobility, video …).

Thinking the bank of tomorrow, is about thinking today on how to activate these levers, and the most effective and safest ways to operate them.

Given the above, and ever fiercer competition on the banking market, it is essential to give yourself as many advantages as possible when the time comes to analyze data and make crucial decisions.

What Evolusys will bring you :

• Effectively manage defaulted payment risks by visualizing all risk-related data with interactive charts
• Precisely identify loans that are not performing and understand why, by analyzing the various parameters according to the seriousness of the situation
• Reduce unexpected expenditure by identifying leakage areas
• Optimize customer relations by assessing data related to credit card use

Compliance dashboard

Financial institutions have since before the financial crisis been required to record all fixed line conversations. New regulations, reforms and directives have now been implemented across the board with a requirement to record all forms of customer communication including mobile phones, email, chats, etc.

What Evolusys will bring you :

• Compliance events such as calls, internal investigations, third-Party Investigations or Inquiries
• Volume of hotline calls
• Types of hotline calls
• Number of anonymous vs. identified hotline calls
• Length of time to complete an investigation