BI Solution

For a Large Wealth management Company

CLIENT & PROBLEM STATEMENT

  • The client is a large wealth management company with more than three million clients.
  • They provide various financial products and are leaders in the retail distribution.
  • Large retail Customer base with various financial & products needs.
  • These tools provided actionable insights by leveraging Monet DB’s capabilities to process complex queries at high speed, ensuring stakeholders had access to up-to-date business metrics.

APPROACH

  • The Client wanted a complete view of business coming through various Geographies, channels, Asset classes and products on an ongoing basis. Their conventional business reporting tools were lacking in giving proper reporting & insights.
  • The approach involved the automation of work replacing the manual tasks of creating MIS.
  • G-Square integrated data from MySQL cubes into Monet DB, a high-performance, columnar database designed for analytical workloads and machine learning tasks.
  • These tools provided actionable insights by leveraging Monet DB’s capabilities to process complex queries at high speed, ensuring stakeholders had access to up-to-date business metrics.

SOLUTION & OUTPUT

  • G-Square installed its tool Narrator which now enables the Client to get business pulse through smart visualization, Robo analytics, dashboard building through custom analytics and interactive capability through a Bot.
  • The client gets easy to understand and actionable insights through the tool and with much faster speed & performance.
  • The data captured covered 3 million customer base over a period of a decade.
  • The business intelligence including dashboarding and insights solution is built around this huge data for capturing daily reporting on business KPIs like Sales, Customers and Assets under management.
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