COMMUNITY BANK
BUSINESS PROBLEM
This Community Bank faced challenges in accessing timely and meaningful data about its operations and customers, which contributed to stagnant growth.
SCALESOLOGY IN ACTION
Key Performance Indicators (KPIs) were defined using data from multiple diverse sources across the bank’s consumer and commercial banking divisions, as well as back-office operations. These KPIs formed the foundation of a comprehensive, user-friendly business intelligence portal developed for the bank.
The portal included dashboards that presented data segmented by bank location, division, and overall performance. Additionally, role-based security was implemented, ensuring that access was restricted to authorized personnel based on their roles within the bank. was enabled so only authorized personnel had access based on their role within the bank.
RESULT
The Community Bank was able to better isolate critical information and establish thresholds and alerts that had previously hindered their growth. Key metrics such as consumer loan yield versus risk ratios, consumer and commercial loan closing cycle times, and customer satisfaction scores were consolidated into a single system. This centralized approach allowed for a comprehensive view of the bank’s assets and key data, while also enabling users to drill down into specific details with ease. The accessible and streamlined reporting jumpstarted the bank’s growth, ultimately making them an attractive acquisition target for a larger bank a few years later.
SERVICE REFERENCES
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