BI Solution

For a Large Wealth management Company

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  • 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.
  • Client wanted to offer appropriate products to their customer base with minimal human intervention .
  • 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 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 .
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