Case Study - Financial Service

International Life Insurer

Creation of Value through Cross Application Reporting

Financial Service @FlexSystem
Key Issues
1. Prolonged decision making processes making it difficult to respond to market changes
2. Difficult to maintain quality of service
3. Many sales agents that required reporting in different dimensions
4. Fast paced environment

Facts at a Glance
1. Global Employees: 200,000+
2. Global Revenue: US$60b+
3. Country: Hong Kong
4. A global financial institution offering investments, banking, and life insurance solutions
Customer Quote
“While streamlining operations and reducing labor costs, the main achievement of the FlexSystem solution improved the overall visibility of business thereby increasing the customer satisfaction rate and the competitive edge.”
FlexSystem Solution
1. Business Intelligence
2. Financial Management
3. Financial Query
Needs and Challenges
1. Inaccurate sales agent performance reports due to data integrity issues and multiple data sources.
2. Complex management of multiple data sources, leading to inefficient use of IT resources.
3. Cost-ineffective IT expenditure.
4. Expensive and laborious process of obtaining quality information.
5. Need for comprehensive monthly and ad hoc management reporting capabilities.
1. Converted scattered data into valuable insights for faster decision-making
2. Self-service reporting functionality for direct user interaction with data
3. Enhanced reporting with sales performance statistics and dashboard visualizations
4. Improved information sharing, discussion, and responsiveness
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