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Analytics for Retail Banking Dashboards (Managed Package)
Analytics for Retail Banking dashboards give you insights into customers, deposits, leads, referrals, and branch activity.
You can access the Analytics for Retail Banking app and its dashboards through CRM Analytics Studio.
Retail Banking Home Dashboard
The Retail Banking Home dashboard gives you a summary of KPIs about your customers. You can see the count of customers, the number of activities associated with the customers, and the total value of fees charged to the customers.
My Customers Dashboard
The My Customers dashboard identifies the customers who need your attention. The dashboards answer these questions:
- Who needs my attention?
Indicates customers who are at risk of attrition by showing how much the customers withdraw and how many cases are associated with the customers' accounts.
- Who are my top customers?
Breaks out customers by the value of their deposits and the length of the customers' association with your company.
- What demographics do I serve?
Segments your customers by market segment, such as net worth and sex, category (level of service, such as gold and silver), and age.
My Activities Dashboard
The My Activities dashboard tracks your activities and evaluates the value of your work on behalf of clients by using the metrics on the dashboard's two pages. The dashboards answer these questions:
- Who am I spending my time with?
Shows total activities, total calls, emails, and other actions. Also shows how you balance your time between low- and high-value clients and the purposes of your actions.
- What am I spending my time doing?
Shows the count of your activities over time for the past two years.
Fees and Charges Dashboard
The Fees and Charges dashboard shows details about the fees charged to your clients. You can use filters to sort metrics by banker, fee types, reversed fees, fee amounts, and period. The dashboards answer these questions:
- What fees were charged?
Shows the amount charged as fees over time and the fee amount that was reversed based on selected filters.
- Which customers were charged?
Shows the type of customers who paid the most fees based on the balance size and how many times the customers were charged. You can also see the total balance, fee amounts, and percent of reversed fees for each client.
Customer Acquisition Dashboard
The Customer Acquisition dashboard provides input about the clients who need attention by reviewing client accounts according to activity level, age, and expected value. Use filters to look at client accounts according to banker, record type, status, rating, and source. The dashboards answer these questions:
- What’s the source of the lead or referral?
See the sources of your leads, such as partner referral and phone inquiry. Also learn about your best referrers so that you can focus on promising leads.
- What’s the status of leads or referrals?
Learn the status of leads that started on a selected date.
- What’s the overall lead conversion rate and processing time?
Focus on a single banker by setting the Banker Name filter.
- What’s the trend in Lead Pipeline ?
Visualize your lead pipeline for a selected period. Includes beginning and end lead totals, and the number of leads added, converted, and disqualified.
My Referrals Dashboard
The My Referrals dashboard gives insights into how you can increase referral conversion. Find out how your referrals impact the business by learning the referral's conversion rate and the amounts of balances and loans coming from the referrals. Also find out which recipients of your referrals are most likely to convert the referrals.
Branch Management Dashboard
The Branch Management dashboard provides a comprehensive view of your employees’ activities at different branches. From this dashboard, you see the clients, the total balance, the lead conversion, and the closed wins for employees at all your branch locations. These insights can be used to improve branch operations and see how the expertise of employees is distributed across branches.
Branch Unit Related Record Analysis Dashboard
The Branch Unit Related Record Analysis dashboard provides insights to identify the branches and bankers who create the maximum and minimum leads and opportunities. You can get the branch-wise count of records created or updated, the count of records in each category, the reasons for the update, and the leader-boards that identify the top-performing bankers and branches. Use these insights to quickly identify the branches with a high volume of activity and to plan your resources accordingly.
Interest Tags Dashboard
The Interest Tags dashboard provides insights into your customers' area of interest by analyzing the interest tags associated with the customers in each category and segment. You can identify the most popular interest tag selected by customers in each category or quickly note the unique interests of your high-value customers. By using these data-driven insights, you can personalize the marketing campaigns, offers, and customer interactions and build better relationships with your customers.
