Fremont Bank

Outline Fremont Bank is a privately owned community bank that offers online banking, electronic statement, online bill pay, financial software, telephone banking, visa check card, credit card, merchant, lockbox, mobile banking, and EFT and ACH origination services. Delivered BI Strategy over a period of 3 months ahead of budget and ahead of schedule Solution Fremont[…]

ABN-AMRO

Outline ABN Amro Bank, the world’s eleventh largest bank, budgeted $25M to solve core business problems using a Data Warehouse/Business Intelligence solution Delivered the project in nine months time, ahead of budget and ahead of schedule Solution ABN Amro Bank needed to identify and profile all of it’s customers to determine their most valuable customers[…]

First Allied

Outline First Allied is a private equity brokerage with a network of more than 1,000 IFAs (Independent Financial Advisors) and nearly 500 branches . Delivered a BI solution that encompasses financials, customer service & operations. Business Problem First Allied used various homegrown data systems such as Contact, Securities Licensing, and the Brokerage Datamart, as well[…]

Intuit

Outline Provide consolidated, common data foundation, data process for reporting of channel metrics to marketing operations Solution VentureSoft’s business data, error reporting & business intelligence (Data & ERBI) initiative laid a common data foundation, framework and standards. Data for 360 degree customer, prospect view for segmentation and targeting including personalization and customization. Benefits Cost Saving:[…]

Walmart

Outline Wished to drive revenue through insightful customer segmentation and omni-channel marketing Very active in designing marketing campaigns and market segmentation, but had poor visibility into the ROI of those campaigns and segments The project was delivered ahead of schedule and budget and reignited revenue growth from 8% YoY to a significant 20% YoY Business[…]