Enabling Financial & Credit Institutions Through Strategic Information Management

GROWTH & INNOVATION IN BANKING

www.enterpriseim.com

We deliver global Enterprise Information Management solutions for financial institutions

Information Architecture & Project Management Operational Data Store & Data Warehousing Business Intelligence & Data Analytics Data Governance & Master Data Management

19 Years of service experience in EIMSilicon Valley founder consulting group

We help our customers acquire, understand and leverage their data to grow revenue and drive efficiencies across their enterprise.

ABOUT EIM - ENTERPRISE INFORMATION MANAGEMENT

ENTERPRISE INFORMATION SOLUTIONS

“Financial institutions have access to a goldmine of customer data. By analyzing and acting on their data, financial institutions can get a better understanding of what types of services and products their customers really need and want.”

CORE BANKING SOFTWARE

BANKS WITH EIM IMPLEMENTATIONS

EIM TECHNOLOGY PARTNERS

Enterprise Vision & Strategy

Enterprise Architecture Enterprise Business & IT Processes

Enterprise Business & IT Organizations

Enterprise Infrastructure

EIM Vision & Strategy EIM Governance EIM Core Processes EIM Organization EIM Infrastructure

Vision

Mission

Strategy

Goals & Objectives

Value Proposition

Sponsorship

Stewardship

Policies & Procedures

Strategic Alignment

Governance Structure

Data Quality

Data Security

Metadata Management

Master Data Management

Services & Support

CSF & KPI’s

Organization Structure

Roles & Responsibilities

Functional Services

Busininess Values

Information Architecture

Technologies (ETL, Data Modeling, Metadata, BI/DWH…)

Knowledgebase & Repositories

Standard & Best Practices

EIM FRAMEWORK

“Banks will need to revamp their operations by 2020 to become more digital, truly customer-driven, omnichannel, and innovative. The question is not whether these changes will need to happen but how fast. Early movers will have a clear advantage.”

INTEGRATED EIM SOLUTIONS

DATA WAREHOUSE

• End-to-end implementation• Realistic, flexible and scalable for rapid

deployment• Single view of enterprise data for accurate

reporting

OPERATIONAL DATA STORE

• Real-time decision support• Integrated data for operational analysis• Act as interim data warehouse for SME

DATA GOVERNANCE / MDM

• Data policy and procedures necessary for MDM

• BPM and Data Governance Framework• Metadata for business and IT users

Empowering banks with our comprehensive EIM services.

BI FRAMEWORK & DATA GOVERNANCE – QUICK START!

BI FRAMEWORK & ROADMAP4 Weeks • BICC requirements framework: governance,

people, process• Define charter responsibilities, team structure

and sponsorship• Define team roles, skills and team objectives• BICC processes, service and management to

organization• BI tool recommendations

DG ASSESSMENT & ROADMAP12 Weeks • DG maturity assessment: current state

assessment – people, policies, capabilities• DG framework: data architecture, business &

systems processes, data standards, organizational structure

• DG roadmap: where to start, developing a plan and measuring success around stewardship, data quality, metadata, MDM, data remediation

• DG tool recommendations

BUSINESS INTELLIGENCE SERVICES

EXECUTIVE DASHBOARD

• Data visualization for desktop and mobile• Automated and Ad-hoc reports • Executive KPI's and balanced scorecards

SELF-SERVICE BI

• Empower individual decision making• Build a data centric business culture• Centralized data delivery across

departments

BI COMPETENCY CENTER

• BICC framework: people, process and technology

• Define key roles, business interactions, enterprise policy

• Staffing support, BI tools implementation, SLA

Turning data into business intelligence–quickly, accurately and economically

EIM ARCHITECTURE – ANALYTICS

BUSINESS ANALYTICS

• Business strategy, improve operations, better decision making

• Predictive insights from social, mobile, web data

• Improve efficiency, reduce cost, increase competitiveness

RISK ANALYTICS

• Credit risk scoring with big data integration

• Predictive insight on potential delinquency and defaults

• Improve risk rating, underwriting, offer extension

SALES & MARKETING ANALYTICS

• Customer segmentation, acquisition, retention, xsell

• Sales Forecasting and Channel Strategy• Optimize lead generation and customer

conversion

MOVING FROM MASS COMMUNICATION TO OMNI-CHANNEL DIALOGUEUsing marketing analytics to engage diverse audiences, based on known customer needs

Turn fraud and risk analytics into opportunities.