Social Networks

We use cookies to enhance your experience. By continuing to visit this site you agree to our use of cookies. Learn More

Got it!
Data Analytics Driven Automation


Swiss Banking Processes

Calimere Point: Shaping Tomorrow's Efficiency Today

At Calimere Point, we pride ourselves on delivering innovative solutions that drive efficiency and reduce operational costs. Our latest success story involves partnering with the finance division of a prestigious Swiss universal bank to revolutionise their data analytics and reporting processes.

Unleashing Data Analytics and Visualisation to revolutionise a complex finance process

Our client, the finance division of a Swiss universal bank, enlisted the services of Calimere Point with the aim of utilizing data analytics and visualization techniques to automate a set of intricate calculation and reporting processes. The current methodology had primarily relied on manual efforts, leading to substantial resource utilization and a notable concentration of costs. Senior management had a vested interest in preserving these processes but sought avenues to diminish costs and mitigate operational risks. The preceding reporting procedures entailed individual teams manually collecting data and generating numerous PowerPoint documents for disseminating results throughout the organization.

Industry: Financial Services, Investment Banking


Highly Manual Processes

The high number of resources required for manual processes resulted in significant cost overheads for the client. These costs include salaries, training, and office space expenses, which could otherwise be allocated to more strategic investments.

High Operational Risk

Due to the manual nature of these processes, there is a significant risk of errors and discrepancies, which can lead to operational issues, regulatory violations, and financial losses. This poses a threat to the bank's reputation and stability.

Resource Allocation

Skilled employees within the bank spend a substantial portion of their time on repetitive and low-value tasks, such as data entry and manual record-keeping. This misallocation of resources hampers productivity and prevents these employees from focusing on more strategic and value-added activities.

Previous Automation Failures

The bank has previously attempted to automate these processes internally but faced challenges and failures in implementing successful automation solutions. This indicates a need for a new approach or external expertise to address these issues effectively.

Inefficiencies and Delays

Manual processes often lead to inefficiencies and delays in delivering services to customers, which can negatively impact customer satisfaction and retention.

Lack of Agility

Manual processes make it challenging for the bank to adapt quickly to changing market conditions and customer demands, potentially hindering its ability to stay competitive and relevant in the industry.

Data Solution

Precision Data Automation

Calimere Point, leveraging data analytics and visualisation techniques and technologies, developed and implemented complex data logic to automate the existing set of calculations and reporting.

Automated Dashboards

Calimere Point delivered a centralised set of automated dashboards to allow users from across the organisation access to the share a common view of key metrics, as well as drilldown functionality to allow users to assess granular trends.

Duplication Elimination

During the analysis of the 20+ individual process flows targeted for automation, the Calimere Point team identified and exposed significant duplication. The elimination of this duplication resulted in much more streamlined process being delivered.

Repeatable and Flexible

The solution delivered was fully repeatable, and to meet the clients requirements, we ensured that it provided approved internal users with the flexibility to change static data sets as the processes evolved.


Addressing these challenges was critical for the client to successfully leverage data analytics and visualisation techniques for automation.

Enhancing Risk Management

The modular delivery approach means the client has full visibility of the return profile from the automation exercise, this significantly de-risks the delivery model.

Data automation

An 80-day automation exercise delivered approximately 14+ headcount effort over a year – generating a huge return on investment, less than 6 month payback period. This exercise has kick-started an ongoing automation drive, where the Calimere Point’s team deliver an ongoing pipeline of targeted projects.

Substantial ROI

This approach has sparked a transformative revolution within the Bank's finance function, and it steadfastly maintains its track record of delivering substantial returns on investment.

Calimere Point is proud to have partnered with the finance division of this Swiss bank to achieve these remarkable results. We continue to work closely with them to drive innovation, efficiency, and success.

Related Data Solutions

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

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.