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Develop and Implement a Business Intelligence Platform for a Canadian Reverse Mortgage Bank

itransition.com

Financial services

Data Silos, Inefficient Reporting, and Lack of Data-Driven Decision Making

SecureRetirement Bank currently faces challenges due to complicated data integration processes, a heavy and extensible database architecture, and inconsistent data from disparate sources. Manual data processing is resource-intensive and prone to errors. The lack of database administration and data management expertise hinders the implementation of sophisticated analytics and a comprehensive BI system. The bank also lacks clarity on selecting the optimal BI platform (Power BI vs. Tableau).

About the Client

A privately held Canadian bank specializing in reverse mortgages and financial solutions for retired homeowners, utilizing a direct-to-consumer and referral partner distribution model.

Implement a Scalable and User-Friendly Business Intelligence Solution

Consolidate data from disparate sources into a centralized data warehouse.
Automate ETL processes for data integration, cleansing, and synchronization.
Develop comprehensive daily, weekly, and monthly reports for key stakeholders.
Enable data-driven decision-making across the organization.
Provide a user-friendly BI platform accessible to non-technical users.
Establish a scalable and extensible BI ecosystem to support future growth and analytical needs.

Core BI Functionality and Reporting

Data warehousing and data modeling
Automated ETL processes
Ad-hoc reporting capabilities
Scheduled report generation
OLAP cube development
Data visualization dashboards
User-friendly interface for non-technical users
Role-based access control

Data Warehousing and BI Tools

SQL Server Integration Services (SSIS)

SQL Server Analysis Services (SSAS)

Power BI

SQL Server

Data Source Integrations

CRM system
Mortgage origination system
Financial data systems
Referral partner data feeds

Scalability, Performance, and Security

Scalability to handle growing data volumes and user base
High performance for report generation and data analysis
Robust security measures to protect sensitive financial data
Data governance and data quality management

Improved Decision-Making and Operational Efficiency

Implementing this BI solution will empower SecureRetirement Bank to make more informed decisions, optimize product offerings, improve operational efficiency, and enhance customer service. The ability to analyze data effectively will lead to better risk management, increased profitability, and a stronger competitive position within the reverse mortgage market.