BI Connector case study of a bank analyzing loan portfolios in real time

The Client

One of the largest independent depository institutions headquartered by assets in Florida. Also ranked third in Forbes Magazine’s list of “Best Bank in America 2015” .

The Challenge

The client was looking for an efficient method to analyze financial risks and customer data and gain better insights. They also required a better means to save time and reduce human errors while performing ad-hoc analysis.

The Solution

By adopting BI Connector, the client was able to create ad-hoc visual analysis of OBIEE data like never before. Even complex OBIEE reports difficult to create from scratch in Tableau were brought to the data visualization tool with ease. 

“Some of the existing OBIEE reports are so complex and difficult to recreate from scratch in Tableau. BI Connector makes life easy for our users”.

-Senior Financial Analyst

If the interest rate and yield for loans portfolio fell below target, earlier it used to take five or six emails and phone calls to get to the root cause. With BI Connector and Tableau, they can now drill down to the underline loans with low interest rates and answer it themselves in just a few minutes. 

BI Connector also enabled users to eliminate manual, time-consuming steps for analyzing loan portfolios. They can analyze and visualize trends in loan origination, purchases, interest rates and yield rates in real time without any effort.

At the same time, automation has improved the accuracy and consistency of data by eliminating human errors.

The Outcome

The client was able to achieve all their objectives while improving their workflow. They were extremely impressed by BI Connector’s robust features and excellent customer support. Also includes:

Huge Time Savings
Improved Speed
Reduced human errors
Enhanced user experience

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