Challenges

• Create a system to manage sales, ensuring financial services are offered at the correct prices, and that sales orders are recorded and fulfilled to customers’ satisfaction
• Make parameter-driven reports accessible through a Web-based interface to all financial advisers
• Enable the dynamic, efficient compilation of reports and analyses based on data stored in the data warehouse
• Create a platform to serve as a basis for including data from Wüstenrot's insurance lines (in addition to life insurance) and risk management in the future

Solutions

• Worked with Neit Consulting to implement Oracle Business Intelligence Standard Edition One to create a central repository of management data for consolidated, financial-services sales information
• Accelerated the process of generating sales management reports with an enterprise reporting solution
• Enabled quick access to each financial consultant’s business statistics through the Web-based interface of Oracle Business Intelligence Publisher, increasing transparency and visibility
• Improved the financial group’s ability to quickly address critical events in sales management, with the availability of information from the data warehouse and analytic capabilities of the business intelligence solution
• Gained the ability to automatically generate defined and highly formatted financial reports, as well as ad hoc reports

Partner

Resources

• Řeportingové řešení Oracle umožňuje finanční skupině Wüstenrot efektivně reportovat a analyzovat data.