With current market conditions, bankers are looking into their corporate performance more than ever. Branch managers face the challenge of managing their customer portfolios-staying on top of deposit maturity and building confidence with customers so they renew their commitments. Having the right information easily accessible across the enterprise is essential.
The Microsoft Customer and Performance Insight solution is designed to empower bank employees by providing business intelligence with advanced analytic and visualization capabilities, transforming data into knowledge that can be used to measure business and service performance and make better decisions.
The solution puts information into the hands of authorized bank employees who need it to improve the bank's competitive advantage. This solution area also helps improve the bank's insight by integrating multichannel data and providing easy-to-use tools for analysis, planning, and monitoring and reporting, enabling banks to strategically address trends in their business performance, IT performance, and customer behavior with a high degree of granularity. As a result of this improved insight, bank employees are empowered to optimize new products and services, control costs, achieve improved customer loyalty, and build deeper relationships that generate more revenue.
Microsoft's competitive advantage is its complete platform approach to solving these complex needs for increasing customer satisfaction and loyalty. The Customer and Performance Insight solution achieves this through near real-time business performance insight and channel integration.
Build customer loyalty and relevance, increase profitability
With intense competition from traditional banks as well as non-traditional competitors entering the market, banks are under tremendous pressure to attract and retain customers-and so are focusing on their relevance to existing and new customers while increasing the long-term profitability of the customer portfolio.
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Microsoft's business intelligence (BI) platform is differentiated by its low cost, scale, and simplicity of use. Its capabilities include robust and dynamic visualization that helps facilitate broad use and adoption. The platform is designed to support a wide range of requirements to specifically address BI and performance management for an entire organization, specific teams, or individuals, as required. | Integrate and analyze key data from within the enterprise, and from external sources, to gain deeper insight into your customer portfolio. Gather consistent customer data in a centralized repository for a single view of customer activities. When banking professionals better understand customer needs and behaviors, they can improve customer loyalty. Identify and replicate profitable customer profiles and enable more granular segmentation of the customer base for targeted sales. |
Optimize new products and services
In the past, banks collected customer information but the data was inconsistently acquired, stored in silos, and used only for operational purposes, not for its wealth of marketing knowledge. Banks want to accumulate worthwhile data in a single repository and be able to analyze it for more informed marketing and sales and to develop performance management metrics.
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Microsoft's BI platform provides the capabilities needed to analyze evolving business dynamics and align and measure strategies to improve the long-term performance of product, service, and customer portfolios. | Analyze integrated customer, product, and services information for targeted marketing and sales analysis. Measure and learn from customer behavior for product and service development and marketing, as well as for performance management. |
Reduce IT costs and complexity
For many banks, IT is still a drain in terms of cost-in the process of creating and deploying banking channels to satisfy customer demand for convenience, banks have created a costly and complex infrastructure that must be updated and managed. Information isolated in silos hinder a bank's ability to seize new opportunities based on current market and customer data. Additionally, without the proper tools and infrastructure in place, it is difficult to assess the performance of IT services and allocate the true cost of IT to support specific business activities.
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Microsoft's BI platform is low-cost, pre-integrated, and high-quality, with a strong partner ecosystem. | Reduce IT costs and complexity with a low-cost and flexible infrastructure that allows you to tie systems and information together and expose important data for analysis, reporting, and performance management. |
