The Relationship Manager Insight Dashboard provides in-depth analysis and information about performance by Relationship Managers, in terms of business profitability, revenue generated, cross-sell efficiency, and so on.
List of Reports:
· Relationship Manager - Profit and Loss Summary
· Relationship Manager Portfolio
· Relationship Manager Organization Performance
· Customers Referred by Other Line of Business
This Report displays profitability against each Relationship Manager.
Figure 122: Relationship Manager – Profit and Loss Summary
This report provides an account-wise product portfolio with Revenue of customers held by each RM.
Figure 123: Relationship Manager Portfolio
This report provides details of each Relationship Manager's performance at an Account Manager's level with details of customers, holding, total revenue, percent contribution to the business, and both direct and indirect revenue generation.
Figure 124: Relationship Manager Organization Performance
This report provides details of each Relationship Manager on the performance of the Open Customers along with the associated products for a specific Line of Business.
Figure 125: Customers Referred by Other Line of Business
This report provides details of each Relationship Manager on the growth of opportunities, revenues, and growth in the number of customers for a specific Line of Business across the same time period.
Figure 126: Cross-sell Over Time
OFS RPA REPORTS SECTION
Oracle Financial Services Retail Performance Analytics (OFSRPA) offers the following dashboards that organize different kinds of reports by subject area.
These reports provide the following:
· Gain deep insight into customer engagements across target segments and products/LOB including lending, credit cards, and so on.
· Perform Wallet share analysis and Customer Profitability.
· Understand the efficiency of investments (like marketing, branch, and channel and so on) over time.
· Monitor customer distribution across credit and delinquency bands and related exposures.
· Perform an enterprise-wide revenue analysis across customer segments, products, and reporting lines including fee income, interest, and interchange.
· Summary performance of the LOBs, overall Profitability, and Portfolio mix.
· Customer trends across performance drivers like Sales, Balances, Deposits, Product subscriptions (revenue services), Credit scores, Delinquency bands, Losses, and so on.
· LOB specific performance reports can be analyzed against key dimensions like customer segments, product family, region, branch, risk scores, and so on.
· Analyze expenses across customer segments, products, and channels to understand ROI.
For all dashboards, there are filters available. You can filter data based on year, region, line of business, and currency type.