While the banking and financial sector has become aware of the potential of data for the development of its activities, it must nevertheless meet strict security requirements and strong regulatory constraints.
Thus, building dashboards for insurance, finance or banking requires a perfectly adapted tool, meeting all the requirements of the field.
With DigDash Enterprise, you can intuitively generate customer dashboards, giving you quick access to all their relevant information. Depending on their profile, you can easily segment them and thus offer them personalized services.
In addition, mastering data is the key to being available in real time, 7 days a week, through an extranet dedicated to customers, for example. At the same time, the dematerialization of the daily management of the account frees up time to bring people into the customer relationship, during the most important moments.
The analysis of your data also makes it possible to optimize specific activities related to the banking and finance sector: reduction of queues, improvement of marketing actions in branches, etc.
Banking institutions must be able to produce a set of reports (COREP, FINREP, etc.) while respecting deadlines and ensuring their scalability in the event of new regulatory requirements.
AnaCredit, FRTB, RGPD, BCBS 239… The sector is subject to numerous obligations in terms of vigilance and transparency regarding data management.
Adapted to activities in the field of finance and insurance, the financial dashboards of DigDash Enterprise ensure precision, reliability, power and speed of processing.
A true Business Intelligence (BI) solution, DigDash Enterprise provides an overview of performance, whether by sector, agency, department or employee.
Thanks to these methods, your managers have the ability to analyze data, in complete autonomy, to anticipate cash flows, manage teams and agency imperatives. In addition, predictive analysis makes it possible to sustainably improve the agency productivity, thanks in particular to the automation of tasks. In addition, good data management frees up time for the teams, who can thus devote themselves fully to their day-to-day activities.
The banking and financial sector faces many threats. In addition to the risk of cyberattack, fraud is one of the main problems encountered by financial institutions.
With DigDash, you benefit from business intelligence capable of analyzing the history of fraud and deriving predictive rules. For example, it is possible to establish forecasting and alert models in the event of questionable behavior. BI is also an effective preventive weapon against credit risk.
Indeed, an in-depth analysis of the data makes it easy to assess a person’s solvency, and therefore their ability to repay a loan.
Finance is based on the analysis and permanent monitoring of many more or less complex indicators. From turnover to working capital, through margin or added value, each of these KPIs is of paramount importance.
However, extracting the data needed to calculate them is not straightforward. This operation requires a tool capable of linking different internal and external sources, often containing large amounts of data.
Capable of transforming raw data into concrete and relevant indicators, DigDash Enterprise also makes these KPIs understandable by all, with dynamic and fun visual representations.
Discover examples of projects implemented with DigDash Enterprise.
DASHBOARDS FOR CACEIS BANK
“In our experience, dataviz tools often had limitations from the product or the editor, which was a real obstacle. But DigDash has erased all these constraints, because their team is an extension of ourselves and we work in agile mode with them. In addition, the cost of implementation is reduced and DigDash always takes into account our requests for new features. »
Abdo
DASHBOARDS FOR VOLKSWAGEN BANK
“DigDash was able to demonstrate to us both its simplicity of integrating data into an information system already in place, as well as its simplicity of implementation, because the deadlines were short. »
Luigi
FINANCIAL DASHBOARDS FOR HPS WORLDWIDE
“DigDash allows our customers to analyze their data more finely, by integrating different sources. They can also easily modify their management charts. Moreover, the relationship between HPS and DigDash is not a customer-supplier relationship, but a win-win partnership. »
Anouar
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