Stronger Prospects for
Financial Services Brands

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

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

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

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

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