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Siebel Analytics Institutional Finance Dashboards

The Siebel eFinance Analytics dashboards are available to users of Siebel eFinance Analytics. This topic describes the Institutional Finance dashboards.

Investment Banking Analytics

This dashboard is for investment bankers who work with initial public offerings, mergers, and acquisitions. It is also for bank managers who manage opportunity pipelines. It provides investment bankers and managers with an overall view of current opportunities, potential and closed revenues, client distribution, and activity status. Use this dashboard to help identify the most important opportunities, industries, and clients that need focus and attention; and then redistribute resources appropriately.

Institutional Sales Analytics

This dashboard is for desk, region, and division managers in the institutional sales division of a bank and the salespeople they manage. It provides managers with a breakdown of revenues by product, region, client, and salesperson. It also provides information about activity levels. This information can help you distribute resources to the most active desks.

Salespersons can view aggregated information about their products, clients, and holdings. They can use it to help develop targeted call lists and to make informed sales calls.

Corporate and Commercial Banking Analytics

This dashboard is for relationship managers, credit officers, and managers in a corporate or commercial bank. It provides information about revenues, loans, and risks. This information can be used to help commercial bankers increase returns for their key clients.

Displays of aggregated information are also available. These provide you with information that can be used to drive cross-sell opportunities through various product groups within the bank.

Wealth Management Analytics

This dashboard is for financial advisors and managers that work with household accounts. Advisors in retail brokerages and private client services firms can use the summary information on assets under management, households, activities, and service to make decisions about managing their clients' wealth.

Managers in these organizations can access information about aggregated revenue and assets. This information can be used to help tier their customers and distribute resources.

Separate Account Management Analytics

This dashboard allows users in a separate account management firm to see an overview of the status of the accounts currently being managed. Account managers, service managers, and portfolio managers can use this dashboard to view aggregated information about assets under management, current clients, outstanding service issues, and revenues. This snapshot of the business helps these users to respond to requests for price quotes, manage client relationships, and manage client investments.

Investment Holdings Analytics

This dashboard is for users in banks that need to manage and monitor client holdings. It provides information about products, the industry, and investors. Users from various business lines can see a snapshot of the overall holdings. The information in this dashboard can help to identify the most popular investment products and sectors. It can also be used to help identify the bank's best customers, including institutional, household, and retail investors.

Finance Marketing Analytics

This dashboard is for marketing executives, managers, and analysts. It contains reports that display measurements in customer acquisition, retention and attrition, customer segments, household demographics, product penetration, accounts, balances, campaign analysis, and other metrics. This can help you maximize return on investment (ROI) by allocating marketing resources to the proper prospects through the most effective channels.

Finance Executive Analytics

This dashboard is for finance executives who need information about the organization as a whole. It contains reports that provide information about sales, customers, service, and the market. Finance executives can use these reports to monitor operations and to adjust their corporate strategies.


 Siebel Analytics User Guide 
 Published: 18 April 2003