Banking and Financial Services
Corporate Technologies has been delivering Business Intelligence to the banking and financial services industry for nearly two decades.
Business Intelligence helps banks and financial services companies better manage volatile market conditions, retain profitable customers, acquire new clients, and develop new products and services.
We develop BI solutions that provide the information our banking and financial services customers need to make better more informed decisions in key business areas including:
- Financial and Operational Intelligence: Collect, monitor and analyze operational profit/loss through any number of financial metrics including staffing levels, transaction volumes, products sold, complaints, refunds and error corrections. Comply with industry regulatory requirements such as T+1, Sarbanes Oxley and the Bank Secrecy Act. Improve efficiency in call center, credit and loan processing operations.
- Lending Management Intelligence: Evaluate and analyze timing of loans and repayment schedules, portfolio diversification, duration of funding, and usage of credit rates. Gain deeper insight into lending risks, exposure and overall profit margins. Maintain up-to-date reports on outstanding loans, loans under review and delinquent accounts.
- Fraud and Risk Intelligence: Monitor, evaluate and understand loss impact from internal risk exposure resulting from employees, inadequate systems, or failed processes. Better understand, identify and manage customer exposure levels through analysis of purchasing trends, account activity and events to identify mistakes, credits risks and possible identify theft.
- Sales and Marketing Intelligence: Get the big picture and supporting details to identify behaviors, buying trends and preferences of important profitable customers. Analyze product sales, revenue levels, and customer segments to develop targeted marketing campaigns, promotional pricing and new products and services to acquire new clients and cross-sell into customer base.