Financial Services

Insurance, Mortgages and Mutual Funds
Our BI solution for Financial Services is designed to leverage the extensive data contained in the Financial and Administration systems within your organization. It enables profiling and segmenting of your customer base by region, product and buying trends regardless of what system the data currently resides within. It empowers decision makers by providing timely access to:

•    Financial analysis and trending
•    Actuarial trending
•    Customer profiling and segmentation (buying habits)
•    Customer/Broker/MGA segmentation by geography, contribution and customer
•    Product/Profit segmentation analysis by Line of Business
•    Product/Profit segmentation analysis by In-Force Policies
•    Product/Profit segmentation analysis by applications in underwriting
•    Region/District/Agency sales analysis
•    Sales/profit/contribution analysis
•    In-Force Policy analysis on historical patterns
•    New Product offering success analysis

In addition to mapping the drivers behind the success of your business, it will also provide revenue generating opportunities by:
•    Pin pointing cross sell and up sell opportunities for your broker and sales channels
•    Increasing broker loyalty and attention
•    Targeting new products and marketing campaigns to the appropriately profiled customer
 
  • "... PharmaBI.com has turned our third party data into actionable information ..."