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Client-centric Management Information Solution (MIS)

Revolutionising

Transaction

Banking

Deeper Insight, Better Decisions

The transaction banking arm of a European Universal Bank, was looking to develop of a cutting edge Management Information Solution (MIS) to allow them revolutionise their client-centricity.

Industry: Investment Banking

Challenges

Wrangling the Data

The cash management business has a large global footprint, over time this had resulted in a highly fragmented billing and charging landscape.

Disparate Data Sources

We needed to extract, normalise and merge data from 35+ global billing and charging systems.

Poor Client Hierarchy

In addition, we needed to construct a robust methodology to link together clients across different locations to ensure a robust client hierarchy.

Data Solution

Developing the MIS Solution

Client revenue and volume in aggregate and on a product level with historical time series, product pricing and methodology by client / product combination.

Data Process Design

The use of enhanced data analytics tooling allowed the development of a robust and repeatable process which enabled a historical time series to be developed.

Data Flow

This information was exposed on a global basis and was constructed using the aggregation of highly granular transactional flows.

Value Delivered

We worked with internal sales teams and operational teams to incorporate their requirements into the MIS solution developed, thus enhancing the “bang for the buck”.
Benefits

A powerful MIS tool driving client centricity and enhancing profitability

Informed Pricing Strategy Assessment

The ability to see the historical evolution of client / product revenues and volumes gave sales teams a powerful insight into their clients behaviour combined with the ability to view comparative pricing across client / product and volume brackets allowed constant assessment of pricing strategies.

Proactive, not Reactive

Overlays were developed to set flags for significant volume / revenue changes over time to allow sales teams to be responsive to changes in client behaviour in order to minimise client attrition rates.

Deeper Client Insight

The MIS solution developed revolutionised the way our transaction banking client viewed their customers.

Scenario Planning

Volume metrics allowed operational teams to assess existing resource allocation and to analyse “what-if” scenarios to more accurately plan.

Related Data Solutions

Calimere Point have helped our clients gain value from the data revolution.
Our Data Services

Peter Griffiths

Co-Founder & CEO
Peter is the co-founder and CEO of Calimere Point and has been with the firm since its inception in 2009. Prior to founding Calimere Point he spent the first 15 years of his career in Investment Banking, working within trading, structuring and risk management disciplines across a number of asset classes. Peter has a Masters in Finance from London Business School, a BSc in Economics and Finance from Oxford Brookes University and is a qualified accountant (CIMA qualification).

Dominique Nelson-Esch

Chief Marketing Officer

Dominique is a multi-disciplinary visual designer, communications and brand strategist, with a two-decade journey in collaborating with startups and SMEs. Her portfolio includes consulting for over 100 businesses globally, where she managed branding, design, and digital communications.

Dominique’s extensive background in financial services equips her with a nuanced understanding of our industry landscape, including 14 years in financial services, holding key roles such as Head of Portfolio Risk Audit and Niche Portfolio Management for major Insurers.

In her current role as Chief Marketing Officer (CMO) at Calimere Point, Dominique focuses on strategically positioning and promoting the firm. Her goal is to enhance brand awareness and establish market leadership through innovative marketing strategies that highlight Calimere Point’s expertise in delivering impactful data-driven solutions.