Oracle Financial Services Institutional Performance Analytics

Stay on Top of Customer and Performance Analytics

Monitors customer activities, sales targets, and organizational investments to ensure profitability.

  • Oracle Financial Services Institutional Performance Analytics
 
 
 
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Overview
  • Monitor and manage sales force pipeline and win-loss ratio in relation to overall organization performance
  • Proactively targets customer segments through monitoring of behavioral and engagement trends
  • Track and manage partner developments and relationship management
  • Utilize scenario analysis to enhance visibility of events on profitability
Benefits
  • Gain an enterprise-wide view of organization investments
  • Achieve a 360-degree view of the customer relationship
  • Enable senior management to stay current in their understanding of the customers' financial needs
  • Reduce dependence on internal resources to quickly deliver value through out-of-box reports
  • Measure risk-adjusted performance of individual accounts and customers
 
 
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