Banking Performance Management: Rajesh Shewani Presales Leader, BA Software IBM India/SA
Banking Performance Management: Rajesh Shewani Presales Leader, BA Software IBM India/SA
Banking Performance Management: Rajesh Shewani Presales Leader, BA Software IBM India/SA
Management
Rajesh Shewani
Presales Leader, BA Software
IBM India/SA
A Smarter BFSI focuss on three key imperatives.
IBM BSFI Industry Solutions - Enabling
speed, flexibility & choice in solution
REINVENT THE
DEVELOP NEW
deployment
BUSINESS
MODEL INTELLIGENCE Banking Performance
FINANCIAL Management
SERVICES
Managing Security, Risk & Compliance
in BFSI
Securing Enterprise Data for Banks
Managing Quality & Security of Banking
INTEGRATE RISK Applications
MANAGEMENT Unified Business Process Management
for Collaborative Process Improvement
Payment Systems: Evolution and
Framework
Better Customer Service Through
Exceptional Web Experiences
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What bankers need from their technology investments
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What if.
.. a product manager could personalize offerings, pricing and terms
to maximize margin and improve service levels?
a loan officer could use adaptive risk control at the customer and
transaction level?
4
What is Business Analytics and how does it help
bankers?
Business Intelligence
Instant information about how the business is doing and why
Financial Performance and Strategy Management
Financial and operational planning, budgeting and forecasting to put resources in the right
place and set targets
Advanced Analytics
Predictive modeling and what-if analysis to predict opportunities and threats and
confidently take action
Analytic Applications
Best practicebased industry solutions and accelerators
Governance, Risk and Compliance
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Business Analytics in banking from IBM
4 of the
top 5 Top 5 Top 10
worlds largest banks2 North American banks2 European banks2
A proven solution
Envision Credit Union UBS First Tennessee Bank
Achieved a 178 percent Gained portfolio Lowered direct marketing
return on investment (ROI) aggregation views to costs and boosted
in seven months on a risk counterparties to exceed response rates
and operational efficiency risk and reporting
project guidelines
2 IBM Cognos customers on the Forbes Global 2000 list of largest banks
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Informed, aligned decisions and actions
? $
Dashboards/ Reports Ad hoc Content & Trend Planning/ Predictive
Scorecards Query analysis Budgeting Modeling
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IBM Business Analytics
Deliver insights that help drive better business performance
Operational efficiency
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Banking solutions for operational efficiency
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HSBC Bank Hong Kong
From 7 weeks to 7 seconds
The need
Many disparate systems and processes to track sales activities We've gone from 7 weeks to 7 seconds
and it would take up to 7 weeks to get a report on performance. for reporting. We've eliminated a data
Need to streamline compliance and risk management. entry requirement of 90 full time
A closed-loop system for decision making so sales and branch people. We've aligned finance, HR,
management were empowered with necessary tools to manage sales and more around a single version
performance. of the truth so we can continue to make
good decisions for our customers
The solution John Marchioni
Implemented IBM Cognos 8 BI for reporting on daily branch and Executive VP, Chief Underwriting and
staff performance. This timely, consolidated view of performance Field Ops Officer, Selective Insurance
enables managers to spot trends and identify areas for
improvement and provides a more holistic view of customer
relationships. Solution components:
IBM Cognos 8 BI
What makes it smarter
Improved productivity Reallocated 90 full time employees from
data entry to value added roles.
Predictable branch staffing levels
Improved, real time insight into branch and sales performance
from 7 weeks to 7 seconds
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Major U.S. Bank
Satisfying BASEL II while reducing costs
The need
A major bank needed to satisfy BASEL II regulatory requirements by having proper performing IT reporting and
business intelligence (BI) processes. The bank had too many analytical engines and needed to standardize onto
a single business intelligence solution
The solution
The company developed a Center of Excellence (COE) for Business Intelligence to implement an IBM Cognos 8
BI software solution to provide the decision makers, at all levels of the enterprise, with a consistent and
accurate view of all business information to help manage performance.
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Banking solutions for integrated risk management
Liquidity risk
In-house analysis, presentation and disclosure
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New from IBM!
Operational Risk and Regulatory Compliance
By OpenPages
Legal
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IBM Business Analytics solutions for
customer care and insight
Branch Performance
Establishes corporate targets and develops
integrated top down/ bottom up functional and
operational plans.
Provides profitability planning and analysis by
product and customer segment using activity-based drivers
and rates.
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First Tennessee Bank
Sharpens market focus with predictive analytics
The need
First Tennessee Bank, the states oldest and largest bank, suspected thousands
of dollars were wasted annually on direct marketing campaigns that focused on Predictive analytics gives us unprecedented
products rather than customer knowledge and behavior. insights from our data
Despite an abundance of data, the bank was not identifying individual customer
behavior and devising marketing strategies tailored for particular preferences Tanner Mueller
and buying patterns. Direct Marketing Database Manager,
First Tennessee Bank
The solution
First Tennessee began using statistical analysis software that enabled it to Solution components:
better target its direct marketing efforts, improving response rates and lowering IBM SPSS Modeler
costs.
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IBM Business Analytics solutions for
$ payments and securities
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$ Canadian Imperial Bank of Commerce
Intra-day Payment Reconciliation
The need:
Track and monitor payment reconciliation in real time
Meet banks payment groups service level objectives and required Provides real time view of
payment times to external parties
Establish a single vendor for historical reporting and real time monitoring payments process flow to
Architectural synergies between Cognos 8 BI and Cognos Now! managers and VPs.
Real time alerting for exception notifications out of bounds processing
times, bottleneck occurrences, customers at risk, service disruptions
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Why Business Analytics Software from IBM?
Delivering value to business users
Breadth Scalability
Offers integrated, single service-oriented Starts with a single department or project and
architecture (SOA) platform for business expands investment into other areas
intelligence (BI) and financial and predictive
analytics Industry accelerators
Helps maximize time to value with insurance-
Flexibility specific assets
Delivers insight into preferred format:
Microsoft Office software, smart phones, Relationships
online Builds focus on your long-term success
Pulls data from just about any transactional
or operational system
Reliability
Provides a safe choice for your technology
investment with a large services team and
more than
US$12 billion in analytics acquisitions
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