Development of advisor dashboards
Objective
A mid-sized US based wealth management firm wanted to develop an Advisor Dashboard.
Challenges
- Limited insights due to insufficient data granularity, preventing detailed understanding of geographical distribution, product subscription and client trends.
- Reliance on a centralized reporting team, preventing self-service analytics.
Approach
- Sourced data from internal company data sources and integrated with Bloomberg data.
- Developed object diagrams, use cases and process maps during business process modelling and analysis.
- Prepared data files for Tableau assimilation.
- Created Tableau dashboards for visualization.
Impact
- Developed interactive dashboards that offer dynamic charting, filtering, and standardized reporting.
- Implemented automated alert signals.
Questions