Top 5 Analytics Applications in

Financial Services
Learn how you can boost your bottom line, manage
risk, and take action on your insights with the
worlds most comprehensive analytics platform.
5 game-changing
financial services analytics applications

The global financial crisis has placed a bright spotlight on the

financial services industry. The industrys direction, data quality,
and decision-making has been called into question. Now
more than ever, financial services institutions need a powerful
and reliable business intelligence solution that can meet their
enterprise needs. Only the MicroStrategy Analytics Platform is
flexible and powerful enough to deliver these applications at an
enterprise scale.

Sales enablement Product analysis

Financial
Services
Customer Performance
insight analysis analysis

Risk management

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MicroStrategy revolutionizes
the financial services industry

Leading financial services organizations around the globe

rely on MicroStrategy for cutting edge analytics.

14 of the top 20 global financial

institutions use MicroStrategy. SM

Application spotlight As an organization, SWIFT was facing significant lag time

SWIFT is the global provider
of secure financial messaging
services to more than 10,000
financial institutions and
corporations in 212 countries.
in dashboard development for both their internal and
external stakeholders.
SWIFT implemented MicroStrategy for Watch, their business
intelligence product used by member institutions. They use
self-service analytics to prototype their enterprise dashboards.
MicroStrategy gives SWIFT the flexibility to design and test
multiple dashboard configurations without constantly
leaning on their IT department. This has significantly reduced
the burden that dashboard development places on IT and
drastically improved their time to market for dashboards.

To learn more
about SWIFT and
MicroStrategy,
watch the video.

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Risk management

Enterprise risk management (ERM) is a critical capability

for all financial services organizations. Boards of directors,
shareholders, and regulators are all demanding more control
and greater transparency around risk and risk management.
Volatile financial markets, highly networked organizations,
and global operating models further increase the need to
understand risk exposure at both aggregate and granular levels.

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 Customer case study

Customer: A large North American insurance company

Problem: The organizations previous reporting solution did not allow them to
visualize risk concentration and exposure by geography.

Solution: The customer developed an application that allowed management to

perform essential risk management analysis across different geographic areas.

Recognized value

Greater insight into risk exposure

Better collaboration between departments
Widespread adoption of business intelligence

How MicroStrategy helps with risk management:

Self-serviceallow individuals within risk management to conduct ad-hoc visual
analysis and unearth hidden patterns

Enterprise BIeliminate departmental differences in reporting to establish a single,

enterprise-wide version of the truth

Mobiledeploy key risk management dashboards and reports to essential personnel

anytime, anywhere

Big Databring together data from across the enterprise to get the full picture of the
business risk exposure

Cloudget a risk management app up and running in just 48 hours

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Performance analysis

For financial services organizations, understanding performance

is vitalfrom macro organizational trends, to departmental
revenue streams, down to the performance of individual
employees. Analyzing performance data allows organizations
to make smart, strategic decisions about where to invest their
resourcesenabling them to deliver sustainable growth and
strengthen returns.

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 Customer case study

Customer: A large multinational financial services organization

Problem: A lack of functionality within their reporting system led to a dependence on

manual reports and inefficient use of financial analysts time.

Solution: The customer deployed MicroStrategy as their enterprise analytics solution,

allowing them to consolidate their reporting environment, streamline the financial
reporting process, and seamlessly integrate with the Microsoft Office suite.

Recognized value:

Cost savings associated with streamlined financial reporting

Greater organizational transparency
Increased productivity and convenience
by deploying on mobile

How MicroStrategy helps with performance analysis:

Self-serviceempower management to visually explore performance data and drill
down to find the underlying drivers

Enterprise BIfull integration with Microsoft Office allows analysis in a variety

of interfaces

Mobileput actionable performance analytics in the hands of the right

decision makers

Big Datacombine data from across the organization to get a comprehensive view
of performance

Cloudquickly and easily get executives the analytics apps that they are demanding

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Sales enablement

Financial services organizations rely on sales to engage with customers,

expand market share, and drive revenue. The field sales force is especially
important within the insurance vertical. These representatives are
the public face of their organization and the cornerstone of the sales
process. By putting cutting-edge analytics and data into the hands of
sales, insurance firms can provide the support needed to capitalize
on opportunities and to significantly improve both service levels and
organizational efficiency.

iPad 12:30 PM 100%

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 Customer case study

Customer: A large multinational insurance company

Problem: They needed an analytics environment that could handle large volumes of
data, support advanced analytical functionality, and be quickly deployed on mobile
devices to the outside sales team.

Solution: The customer developed a mobile application that empowered the field
sales team with the most up-to-date data, the ability to conduct ad-hoc dashboard and
report development, and access to forecasting and predictive modeling capabilities.

Recognized value:

Improved customer service

Increased revenues due to a more efficient and better performing field force
Low TCO through deployment on MicroStrategy Cloud

How MicroStrategy helps with sales enablement:

Self-serviceenable the field sales force to conduct ad-lib visual analysis using what-
if models

Enterprise BIleverage analytical capabilities like predictive modeling and financial

forecasting to generate business insight

Mobileprovide the field sales team access to the analytics that they need to close
the deal

Big Dataanalyze all data from a single interface

Cloudroll out a sales enablement app to thousands of field reps in weeks

instead of years

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Customer insight analysis

Customer insight analysis allows financial institutions to make

better product-targeting decisions while also gaining a greater
understanding of their client base. With all client data accessible
from one location, organizations can improve customer retention
and get a comprehensive picture of their clients.

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 Customer case study

Customer: A large multinational bank

Problem: The client was having issues leveraging their previous reporting environment to
examine consumer behavior.

Solution: The MicroStrategy analytics environment they deployed provides insight into
consumer demographics and spending patterns by aggregating transactions and providing filters
to slice and dice data.

Recognized value:

Improved customer retention due to better service

Greater organizational agility
A fully customized mobile app

How MicroStrategy helps with customer insight analysis:

Self-serviceuse visual data discovery to spot trends and outliers

Enterprise BIenable better and faster insights with an enterprise-standard version

of the truth

Mobileempower the workforce with a fully customizable mobile app wherever they
are, 24/7

Big Datarationalize information housed in disparate systems and data sources to

get a complete picture of the customer base

Cloudget a consumer analysis application up and running at a fraction of the cost

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Product analysis

Product analysis helps financial services companies better

understand their overall performance. By drilling down and getting
a more granular view of business transactions, decision makers can
make better operational decisions, identify new potential product
lines, and capitalize on opportunities.

iPad 12:30 PM 100%

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 Customer case study

Customer: A regional North American banking institution

Problem: Their previous analytics platform was unable to deliver information to corporate
executives in a timely and consistent manner.

Solution: They developed a mobile app with MicroStrategy that delivers a unified view of
sales, customer, and product data enabling better decisions regarding upsell and cross-sell
opportunities.

Recognized value:

Significant growth in both household and commercial accounts

Quick time to value for app development
Better define key performance indicators (KPIs)
for more consistent organizational reporting

How MicroStrategy helps with product analysis:

Self-serviceuncover hidden opportunities by mashing up product and
customer datasets

Enterprise BIdevelop a unified enterprise-standard version of the truth for better

and faster insights on data

Mobileanalyze data on the go, on either a tablet or a smartphone

Big Databring data together from across the enterprise and access it from
a single interface

Cloudhave an actionable app ready for the workforce in as little as 48 hours

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The worlds most comprehensive
analytics platform. Period.

Trusted analytics
you wont outgrow:
BI and Information-
driven apps
Insightful, beautiful,
and effortless:
Self-service Analytics

No data left behind:

Personal data, corporate
Flexible, agile, and data and Big Data
low risk:
On-premises and in
the cloud

Brilliant user
experience:
Web and mobile

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Dont take our word for it. The experts agree:

Product Capabilities Q4 2013

Business Visual Interactive Information Production OLAP OLAP Office Public
Ease of Use Query Discovery Dashboards Reports Mobile BI Delivery Reporting Viewer Platform Integration Administration Architecture Cloud BI

MicroStrategy
BI Platforms

SAP
Business Objects
IBM
Cognos
Oracle BI
EE
Specialty

QlikView

Tableau

Legend: Excellent Good Limited Minimal/None Does not compete in this segment BI Scorecard 2013

The BI Scorecard Strategic and Product Summary by Cindi Howson highlights strategic criteria to consider when evaluating Business Intelligence vendors, as
well as strengths and weaknesses of major products. Scores and analyses are provided for leading platform vendors and select specialty vendors in the Business
Intelligence market.

MicroStrategy has one of the most integrated BI platforms and

has continuously expanded its BI capabilities through innovation
versus acquisition.

Cindi Howson, BI Scorecard Strategic

and Product Summary

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