Financial Services

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This Accelerator is similar to ‘AuM, Lending Stock’ Accelerator. However, it introduces the concept of Income, which is the money that the bank (or financial institution) collects through fees from its clients. The Return on CAL actually measures the profitability of the bank compared to its AuM and Lending Stock volumes (CAL = AuM + Lending Stock).

This Accelerator provides insightful information on CAL (Client Assets & Liabilities) profitability:

Overarching view on AuM, Lending Stock and Income.
Monitor the trends and understand the variation over periods of AuM, Lending Stock, Return on CAL.

Financial Services,Dashboards

AuM, Lending Stock & Income (Flows)

Keep track of your loans and analyze the revenue they have generated or their delinquency.

Key Business Questions

What volume of loans do we manage?
What is our new business?
How much revenue did our loans have generated?
What are our top loan types?
What are our delinquent and default loans?

Financial Services,Dashboards

Banking Loans

Trading Accelerator will help you get a better understanding of the volumes of trading and Clients that you manage (Trade Volume) and their Revenue (Revenue and Commission Rate). Therefore, it provides a complete overview of your Equity Sales.

Key Business Questions

Is our trade volume increasing or decreasing?
What is the trend of trade volume over the last months?
What are the top Trade Types by Trading volume?
Are we generating more revenue?
How is the average commission rate evolving?
Who are our top clients in term of revenue and what commission rate did we apply to them?
Are we acquiring new clients?

Financial Services,Dashboards

Trading

This Accelerator offers a holistic view on front-office activities for a Wealth Management organization.

Financial Services,Dashboards

Wealth Management

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