Case Study

Analyzing loan portfolio 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 speed, depth of Tableau and OBIEE expertise of the BI Connector team is impressive. They are incredibly flexible and fast to work with.

-Chief Data Officer, South Florida based bank

The Solution

Huge Time Saving and Faster Customer Service

"BI Connector allows us to create ad-hoc visual analysis of OBIEE data like never before. If the interest rate and yield for our loans portfolio falls below target, earlier it used to take us five or six emails and phone calls to get to the root cause. With BI Connector and Tableau, we are now able to drill down to the underline loans with low interest rates and answer it our selves in just a few minutes."
-Senior Financial Analyst

Improved Speed and Elimination of Human Error

By using Bi connector, users at the bank can eliminate the manual steps that used to take long spreads of time. Users can analyze the loan portfolio in real time and visualize trends in loan origination, purchases, interest rates and yield rates with ease. At the same time, automation has improved the accuracy and consistency of data by eliminating human errors.

The Ease of Use

"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

The Outcome

The client was able to achieve all their objectives while improving their workflow. They were extremely impressed by BI Conenctor's features and customer support from our team.