Case Study

Client:
Second largest bank holding company in the US
Department:
Global liquidity risk management
Challenge
A flexible Business Intelligence platform to meet growing regulatory needs
Allow Risk Officers to self-query the Liquidity Data Warehouse
Replace TIBCO spotfire with a solution that achieves a higher adoption rate
Solution
Deploy Clear Analytics globally to Liquid Risk Officers and Management
Incorporate governance, security and centralization to report preparation
Users can share their findings without emailing spreadsheets
Numbers rendered in excel can be traced directly back to the source
Spreadsheets are stored and versioned centrally
Results
100% adoption throughout the Liquidity Risk business
Risk Officers can ‘self-query’ across hundreds and millions of rows
Regulatory reports can be dynamically updated on demand
Measurable time savings due to zero wait time for report development
Client:
NYC based Asset Mangement Firm
Department:
Firm-Wide
Challenge
Manual pull from multipe sources to prepare key daily reports
Archival and maintenance was error prone with no auditability
Cost effective alternative to proposed $4m Data Warehouse BI solution
Solution
Deploy Clear Analytics to automate data extraction from internal and extrenal systems
Use Microsoft technology to integrate with custom data providers
Add new data sources within a matter of hours
Save time with scheduling and automation
An entitlements system to segregate report access between groups
Results
A single reporting platform adopted by HR, Accounting, Management, Risk and Operations
Ability to incorporate new data sources rapidly
An 80% savings over the vendor proposed data warehouse strategy
A trackable, auditable solution with full automation
Self service reporting returns the power safely back to business