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Reporting & close
Vendor reporting licences retired, with real-time lending analytics
A banking and finance company replaced licensed reporting with its own interactive analytics.
About the client
- Industry
- Banking and finance
- Size
- [Revenue]
- Timeline
- [X weeks]
The challenge
The company needed customized, interactive reports for management and regulators that could keep up with changing needs. Clear master data ownership and regular updates were key.
What it meant for the team
CFO
Paying for reporting that didn’t fit changing needs.
Controller
Regulatory reports slow to adapt.
FP&A
Margins, recoveries and NPAs hard to analyze quickly.
How we delivered it
- Step 1[X weeks]
Advise and design
- Set a data governance framework with master data ownership
- Defined KPIs: disbursement %, recovery %, interest margin, NPA % and collection efficiency
- Step 2[X weeks]
Build and automate
- Robust ETL and storage architecture
- Automated management and regulatory reports with insights
- Interactive dashboards with real-time data
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Data governance
- Lending KPI framework
Data sources
- Core lending data
Storage and transformation
- ETL and storage
Logic and workflow
- KPI calculations
Insights delivery
- Interactive dashboards
- Regulatory reports
Impact
100%
of vendor licence cost removed
Real time
financial data access
5
core lending KPIs defined
Outcomes
- Deeper insight through advanced visualizations
- Faster, data-backed financial decisions
- Reporting that keeps up with new needs
