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EDUCATIONAL SERVICES BUSINESS INTELLIGENCE / CUSTOMER RELATIONSHIP WORKSHOP FOR CAPITAL MARKETS ABSTRACT
This seminar
is intended to provide your technical staff with an understanding
of what Customer Relationship Management is, how to identify the right
CRM Metrics for your business, Business Intelligence concepts, development
tools and implementation methods. Also discussed are "Closed
Loop Systems" for maximum effectiveness in managing your customers. AUDIENCE
IT Professionals
involved in the analysis, design, development, implementation and
maintenance of the Data Warehouse - Project Managers, System and Business
Architects, Data Modelers, Data Base Administrators, Project Leaders,
Application Developers and Business Managers/Analysts.
Day 1 Workshop:
Usage Of Tools, Definitions And Navigation
CRM Framework • Client Level Profitability • Hard Money, Soft Money • Product / Service Performance • Execution / Clearing Research • Block Trading • Execution Points • Destination Points • Connectivity • Trader Profitability • Multiple Markets • Price Elasticity Management • Failed Trades • Unsettled Trades • Reciprocal Business • Top Ten Brokers • Top Ten Cutomers • Give Up Trade Profitability CRM And Business Intelligence - Hands On Workshop
• Drill Down, Drill Up, Drill Across
• Ranking, Filtering, Sorting • Detect And Alert Business Exceptions • Charting • How To Work With E-Mail • Lotus123 And MS Excel Integration • Ad-Hoc Explorations Business Analytical Modeling JAD Workshop
1 day JAD • Define Customer Profiling • Define Customer Business Analytics (translated into measures, dimensions by business areas) • Define Customer Business Alert conditions • Review Customer Data Sources (General Ledger, Claims, Orders,Etc.) • Review Analytical Model • Review Application Prototype |
