Financial Services

Stronger Prospects for
Financial Services Brands

 

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Increase Sales

Give branches the demographic inisghts they need to increase sales within their client base.

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Boost Performance

Make data-backed recommendations on the products agents should be proposing to their clients.

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Maximize Operating Margins

Distribute key operational KPIs to show how each branch can lower costs and maximize profitability.

Unleash the Value of Financial Services Data

  • Distribute key customer demographic, purchase behavior, and loyalty insights back to district managers and store operators
  • Correlate local indicators with purchasing trends to proactively recommend portfolio products to individual agents and branches
  • Distribute the data branches need to maximize their operational efficiencies

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Financial Services

How Steadfast Drives ROI with the GoodData Platform

After the launch of Steadfast’s, they partnered with GoodData to create a platform that armed all of their sales teams with critical data and tools that increased global efficiencies and sales, produced superior performance reports, and seamlessly integrated with Salesforce.

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Forrester Wave ™

Enterprise BI Platforms With Majority Cloud Deployments, Q3, 2017.

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GoodData

Platform Technical Overview

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Eckerson Group

From Static Dashboards to Smart Analytics

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