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

Voice of the Customer

Hear How Dakota Network Enables Due Diligence Analysts and Asset Managers to Make Smarter Investment Decisions with Data-Driven Insights.

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Aberdeen

Aberdeen's survey results explore the benefits of embedded BI and outline the landscape of the next generation of BI.

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GoodData

Platform Technical Overview

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Eckerson Group

From Static Dashboards to Smart Analytics

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