Banking Business
Intelligence
Produces Quality Reports, Dashboards
and Analytics for your Business
Data Enrichment Business
Intelligence
Performance Management
Financials
Cost Allocations
Budget and Planning
Performace Management
Regulatory Reporting
MIS & Analytics
Funds Transfer Pricing
Much More than
Traditional BI
Product Profitabilty
2014 2013 2012 2011 2010 2009 2008 2007
7, Park Place Business Centre 2nd Floor, Park Place Building Limuru Road, POB 45456-00100 Nairobi, Kenya
Relationship Manager
Relationship Management
Home Parameters DB Patrol Financials Fin-Mgmt Structures
Divisional Head Abd-Al-Ala
Actual Budget Groups Accounts
112,163,222 115,864,609 21 28
Total Revenue
Business Overview
Average Assets
Average Revenues
Deals in Pipeline
DIP% DIP Amount YTD Actual YTD Budget FY Budget
100 75 50 25 100
75 50 25
22,506,500 66,032,100 97,617,200 49,032,100
112,163,222 115,864,609
112,163,222 115,864,609
134,669,722
16,733 80,910 375,550 40,000
112,179,555
Income Details Interest Income Fees/Commission Comm.Fx/Trading Income Other Income Total Income Vision is a web-based solution that delivers rules-based
enterprise wide analytics. It is the foundation of a quantifiably successful Corporate Performance Management solution. The key is the accuracy, enterprise-wide accessibility and usability of the Performance Measurement data spread across 12 dimensions. Vision provides reporting and analytical capabilities by account, product, branch, business line, relationship, sector, currency, business segments and a number of other dimensions and attributes.
Vision is a plug-n-play modular solution that integrates with all standard core banking applications and product processors such as treasury, trade, lending, internet banking, cards, fixed assets, HR, CRM etc. to form a comprehensive data warehouse. Vision’s pre-defined banking meta-data layer maps to the data warehouse to form a structured data set for enterprise wide analytics and reporting.
Vision is a Banking Business Intelligence solution that produces quality reports, dashboards
and business analytics for all stakeholders (senior management, finance, regulators,
operations, product and sales team)
Vision Banking BI Modules
Financials
Regulatory and Statutory Reporting
MIS & Analytics
Funds Transfer Pricing
Cost Allocations
Budget & Planning
Performance Management
Reports & Dashboards
Logout
Relationship Manager
Time
2012 2013 Q1 Q2 Q3 Q4 FY
Deals in Pipeline
Actual Budget Variance 87,723,011
24,424,861 0 15,350
112,163,222 115,864,609 -3,701,386 -806,020 -2,894,859 90,617,870
25,230,882
15,857 -507
0 0
Vision Banking BI Produces Quality
Reports, Dashboards and Analytics for
your Business
Financials & MIS Modules give you
complete control over your Numbers
and Insights into your Customers
For Bankers by Bankers
As part of our model bank approach, the
system comes pre-configured with all the
standard mappings and reports/dashboards. So
by adding client specific configurations in
minimal time, we are able to complete the
implementation within 90 days.
Performance Management Module: Define
and Track KPI's for each Employee to
Enhance Productivity
Vision has One of the Fastest ETL's that
Transforms Data Feeds into Structured
Multi-Dimensional Data Set
Vision Catalog Enables Ad-hoc Report
Writing apart from the many Standard
Reports & Dashboards
90 Days
Banking BI
Implementation in
Vision is the art of seeing what is invisible to others!
► ► ► ►
Consolidation of Legal Entities and Vehicles IFRS / GAAP Compliant
Global Chart of Accounts
Business Rules driven Auto-Adjustments
► ► ►
Multiple Allocation methods
Account Level distribution of fully loaded cost Activity Based Costing (ABC)
► Gain insights about the true profitability of products and business units
► ► ►
Pre-built Analytical reports with drill-down/ through capabilities
User level Profile and access rights
Adhoc report writer enables custom report generation
► Events and Triggers based reports with built-in scheduler
► ► ►
Account Level historical and trend analysis
► 360° Vision of your Business on a daily basis Customer / Branch / Segment /RM /Product / Sector Analysis
Customer Transaction/Channel Activity, Attrition and Profitability
► ► ►
Rules driven segregation of GL’s into multiple reporting lines
Integration of CRM and Financial systems to enhance visibility on new business
► Custom defined data elements missing from Core system can be captured
Deal level reconciled information from multiple transactional systems
► ► ►
Premier provider of regulatory reporting solutions to the financial industry
Consistent and Accurate reports submission across the bank
Historic audit trail of submitted reports available
► Transparent re-classification of business driven financial changes
► ► ►
FTP assigned to every transaction making up the Balance Sheet Flexible FTP Definition Engine
Deal specific FTP Definition/Calculation
► Computes Statutory Reserve implication on FTP
Financials
Regulatory and
Statutory Reporting
MIS & Analytics
Customer Enrichment
Funds Transfer Pricing
Cost Allocations
Reports & Dashboards
1
6
7
2
3
4
5
9
► ► ► ►
Create multiple versions of budget and perform what-if scenarios
Allow staff in different locations and functions to participate in a single, secure planning environment Budgeting capability both by top-down
and bottom-up approach
Variance Analysis & Growth Analysis – YoY, YTD, QoQ, QTD, MoM, MTD
Budget & Planning
8
► ► ► ►KPI Definitions and Tracking
Performance Appraisal for Front, Middle & Back Office Staff
Ability to define Quantitative and Qualitative KPI’s In-built workflow helps in online
Performance Appraisal
Performance Management
Average Balances - Dashboard Legal Vehicle : D&C Bank Group Month : Jun-2013
Average Balance (Asset) Vs. Interest Income Average Balance (Liability) Vs. Interest Expense
Entity Relationship Manager Profit (M) Profit %
D&C Bank Kenya 105.49 7.33 5.78 5.52 5.31 3.00 2.92 2.14 1.02 0.94 0.84 65.21 100.00 83.24 79.44 76.41 43.15 42.04 30.76 14.70 13.60 12.04 938.69 1439.57 Others D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya
Total:
Entity Relationship Manager Profit (M) Profit %
D&C Bank Kenya 105.49 7.33 5.78 5.52 5.31 3.00 2.92 2.14 1.02 0.94 0.84 65.21 100.00 83.24 79.44 76.41 43.15 42.04 30.76 14.70 13.60 12.04 938.69 1439.57 Others D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya D&C Bank Kenya
Total:
Average Balances - Dashboard Legal Vehicle : D&C Bank Group Month : Jun-2013
Customers Principal OS FundedNon-Funded LCs & LGsDeposits Dec-2012 ProfitNRFF FinanceNRFF DepositFees / CommComm. FxYTD ProfitsUtilized %ROA %
34,943.86 9,414.96 14,318.00 17,205.72 6,548.58 9,167.09 4,333.33 4,428.63 1,900.44 3,630.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 2,774.00 5.49 1.97 2.32 0.94 1.58 1.26 1.87 1.62 1.21 0.74 -0.05 16.00 4.20 1,663.94 533.03 295.44 205.61 196.19 131.52 102.96 89.00 81.61 -51.66 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 22.81 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 19,334.23 4,213.77
13,880.62 689.00 501.12 189.99 77.28 57.58 6.05 5.70 36.45 20.00 254.75 -2.12 155.52 66.86 95.33 81.03 71.75 23.01 26.82 332.03 161.22 103.31 115.33 81.03 71.75 23.01 26.82 6.05 -10.18 448.79 3,840.28 1,788.74 3,097.12 320.86 455.87 2.969.39 130,428.31
Total 115,810.10 13,628.73157,229.98 1,599.37 1,461.44 -2.55.42 -2.53.50
393.05 0.00 5,991.64 9.70 1.38
Average Balance (Asset) Vs. Interest Income Average Balance (Liability) Vs. Interest Expense
Product Distribution
Term Loan Asset Finance Trade Finance Cash Management
Average Balances - Dashboard Legal Vehicle : D&C Bank Group Month : Jun-2013
Average Balance (Asset) Vs. Interest Income Average Balance (Liability) Vs. Interest Expense
Average Balance Vs. EOP Balance - Liability Average Balance Vs. EOP Balance - Asset
2010 2011201220132014
2012
2013
2014
Average Balances - Dashboard Legal Vehicle : D&C Bank Group Month : Jun-2013
Average Balance (Asset) Vs. Interest Income
Average Balance (Liability) Vs. Interest Expense
Product Distribution Term Loan Asset Finance Trade Finance Cash Management 2012 2013 2014
Sunoida Solutions is one of the fastest growing Business Intelligence and Analytics Company in the emerging markets. As a niche player in the area of Business Intelligence and Enterprise Risk Management for Financial Institutions, Sunoida provides technology solutions on the back of very strong domain consulting in the banking space. Our solutions have been designed “For Bankers by Bankers”.
Traditionally, Banks had to choose different companies for deep domain consulting and technology solutions. Often that meant that there was always a gap between the recommendations provided by the consulting partner and the capability / maturity of the technology solution & the implementation team.
The company has a perfect blend of business domain experts and technology experts and that combined knowledge is critical to succeed in today’s dynamic business environment. Sunoida provides Best-In-Class Products & Services and ensures that we deliver top quality solutions to our customers, on time and within budget meeting or exceeding client expectations and helping our customers to achieve their business objectives.
At Sunoida we provide a one stop solution to our customers where our team of seniors bankers first review our customers business challenges and based upon many years of banking experience, create a business blueprint to tackle all the challenges effectively and the same team then implements our robust world-class solutions that ultimately put our customers on a path of rapid growth and success.
The Sunoida
Difference
Sunoida Solutions JLT 2106 Tiffany Towers Jumeirah Lake Towers
PO Box 450487, Dubai, UAE Phone: +971 4 4357180 Fax: +971 4 4357181
Corporate Headquarters
Europe
Unit 3, Trent House Cranfield Technology Park University Way, Cranfield MK43 0AN, United Kingdom
Asia Pacific
Africa
Sunoida Insights Pte Ltd 1 North Bridge Road
#19-04/05 High Street Centre Singapore 179094
South Asia
Sunoida Infotech Pvt. Ltd. No 4 Bhuvaneswari Complex Dr. Thomas Road, T.Nagar Chennai 600 017, India
[email protected]
www.sunoida.com
7, Park Place Business Centre 2nd Floor, Park Place Building Limuru Road, POB 45456-00100 Nairobi, Kenya
Agility 100% Delivery Assurance Customer
