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Financial Services

FINANCIAL SERVICES

At a time of unprecedented structural change in the financial services industry, banks and credit unions are contending with increasing challenges, including post-crisis regulations, a more demanding consumer and new competition from inside and outside the industry. Organizations are responding by making significant investments in core systems replacement, digital channels and data analytics to ensure their on-going competitiveness.

At Convergytics, we have the expertise in BI combined with proprietary data management frameworks to resolve the challenges faced by the Financial Services industry such as rapidly changing market conditions, dynamic markets with fluctuating asset valuations and the significant growth opportunities in developing markets.

Convergytics Business Intelligence solutions for Financial Services companies helps in the following areas:

  • Understand and boost sales and profitability by understanding customer base, historical transactions, credit risk, sales potential and more.
  • Enrich asset quality via uniform analytics that encompass profitability, staffing levels, transaction volumes, customer retention and more.
  • Enhance customer intelligence for sales and marketing through targeting, segmentation, cross-sell/up-sell and profitability analysis.
  • Discover and capitalize on new business opportunities.
  • Improve visibility into transactions, payments, assets, and branch activity
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