A top-tier bank
Enhanced online portal for liquidity management, delivering greater transparency for effective decision-making
A top-tier bank wanted to attract new customers and enhance the user experience for corporate clients, while tracking cash and liquidity holdings and KPIs via an online portal and interactive dashboard. Internally, the portal needed to provide relationship managers with deposit recommendations for their clients, as well as perform client clustering for product recommendations and enable analysis relating to sensitivity, churn rate and wallet share.
We overcame significant challenges to successfully navigate the bank’s internal platforms, processes, and regulatory complexities. Qlik Sense was used to gather and transform data into a usable format, while web-embedded mashups and Node.js were used to create the framework for bespoke visualisations, and density-based clustering algorithms were incorporated with other data sets to predict suitable deposit recommendations.
The enhanced online portal dramatically increased transparency, enhancing visibility around daily liquidity positions, control of funding solutions to improve investment decision-making, and agility for responding to market changes and other external drivers. Visualisations capturing preferences were aligned with those in the portal, giving clients the opportunity to act on deposit recommendations, enabling a feedback loop for future suggestions.