A mid-sized US based wealth management firm wanted to develop an Advisor Dashboard.
Challenges
Limited insights due to insufficient data granularity, preventing detailed understanding of geographical distribution, product subscription and client trends.
Reliance on a centralized reporting team, preventing self-service analytics.
Approach
Sourced data from internal company data sources and integrated with Bloomberg data.
Developed object diagrams, use cases and process maps during business process modelling and analysis.
Prepared data files for Tableau assimilation.
Created Tableau dashboards for visualization.
Impact
Developed interactive dashboards that offer dynamic charting, filtering, and standardized reporting.
Implemented automated alert signals.
Request for services
Questions
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