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The Financial Services industry has seen rapid change this year in the market and in technology. To help meet the demands of change in financial services, BIR Solutions had built an information dashboard using Actuate (http://www.actuate.com) software’s performance management technology specifically for banks. BIR Solutions teamed up with Ignite Sales (http://www.ignitesales.com/), a leader in the guided sales financial services marketplace for customers such as Citibank, |
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Wells Fargo and Sovereign Bank. BIR and Ignite have together developed a powerful solution to steer your financial services firm in the right direction for growth and stability with the Sales Navigator solution. |
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The combined solution gathers valuable information from your customers, profiles them and guides them to the right banking solution, then models the data to provide a custom dashboard for decision makers. |
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The dashboard will show you and other top C-level executive’s metrics that matter most for executive decision making. For example, your executive dashboard will show - in real-time: |
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What products are most popular with customers and most profitable for you |
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Which channels customers use the most and how often they use them |
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How market campaigns affect business |
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How each region’s growth compares to others |
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What the cumulative financial gain for a new product has been |
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And much more. |
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Implement this application in weeks with minimal IT involvement. Navigate your bank in the right direction, and steer clear of past trends. Build customer loyalty, customer profitability and future growth on real-time data and trends. |
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Add an interactive customer experience which captures live market data for executives. |
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Profile and model the data provided directly by customers. |
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Integrate transactional and legacy systems data gradually over time. |
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Display important performance data in easy to understand custom dashboard. |
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See trends as they happen to navigate the best course of action for the bank. |
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For more information, please contact us at info@birsolutions.com. |
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