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Development of a Data-Driven Customer Personalization Platform for a Multinational Bank

scalosoft.com

Financial services

Retail

Information technology

Challenge in Customer Personalization Due to Data Fragmentation

The bank struggles to deliver personalized banking experiences despite holding vast customer data across legacy systems. Existing infrastructure lacks the capability to extract actionable insights, standardize data formats, or visualize customer behavior patterns effectively.

About the Client

A global financial institution offering savings accounts, loans, mortgages, and investment services with a focus on digital transformation

Key Objectives for Data Modernization and Personalization

Extract and integrate customer data from legacy databases
Implement standardized data processing pipelines
Develop interactive Power BI dashboards for real-time analytics
Ensure compliance with financial data security regulations
Enable customer behavior analysis for personalized service offerings

Core System Functionalities for Data Transformation

Automated data extraction from Teradata and Oracle databases
Data cleaning and format standardization workflows
Secure customer data storage architecture
Power BI dashboard with customizable KPI visualizations
Role-based access control for sensitive financial data

Modernization Technology Stack

Power BI

Python

SQL

Teradata

Oracle

Critical System Integrations

Legacy banking databases
Enterprise security management systems
Cloud-based analytics platforms

Operational Excellence Requirements

Enterprise-grade data encryption at rest and in transit
High-performance data processing for large datasets
Scalable architecture for future data growth
Compliance with GDPR and financial industry regulations

Expected Business Impact of Enhanced Data Utilization

Implementation will enable 360-degree customer views, reduce manual reporting efforts by 70%, and increase personalized product adoption rates through data-driven recommendations. The solution will position the bank as a leader in digital customer experience within the financial sector.