Home / Services / BI / Banking & Financial Institutions

Banking & Financial Institutions

BI and Data Analytics is transforming the banking and finance industry. In today’s ultra-competitive environment, financial institutions need to be as lean and efficient as possible. Using BI solutions to analyze operational expenses, organizations reduce ongoing costs and maximize existing resources and expertise. BI also enable financial organizations to analyse the vast amount of customer data to gain insights about customer needs and sentiments regarding banking that can be used to improve products and services.

 

Investment Banking

 

 

The Business Critical Reporting and Analytics

 

 

  • P&L Reporting
  • Balance Sheet
  • Gap Analysis
  • Just show me what is important
  • Transaction Metrics
  • Summary Report
  • Detail Report
  • Open Positions
  • Open Interests
  • Regulatory Reports
  • Cash Management
  • Cash Flow Projections
  • Liquidity Management
  • Risk Management
  • Fixed Income

 

Money Market Analytics & Decision Support System

 

Analytics on Coupon Bearing Instruments

  • Money Market Deposits
  • Certificate of Deposits (CDs)
  • Repurchase Agreement (Repo)

 

 

Analytics on Discount Instruments

  • Treasury Bill (T-Bill)
  • Bill of exchange / Banker’s Acceptance (BA)
  • Commercial Paper (CP)
  • Analytics on Money Market Derivatives

 

 

  • Forward Rate Agreement
  • Interest Rate Future
  • Interest Rate Swap

 

 

Interest Rate Options on

  • Interest Rate Futures
  • FRAs (Interest Rate Guarantees (IRGs)
  • IRSs - Swaptions

 

Foreign Exchange Analytics & Decision Support System

 

Analytics on spot Transactions

  • Currency versus USD
  • Cross currencies Transactions

 

Analytics on Forward Outright transactions

Analytics on FX Swaps

Analytics on Foreign Exchange Derivatives

  • Synthetic Agreements for Foreign Exchange (SAFEs)

Currency Futures

  • On Cash
  • On Futures

 

Stock/Equity Market Analytics

 

Primary Market Analytics

  • Managing Initial Public Offering Analytics (Valuations, Registry services, Evaluation, Stock Allocation, Listing etc.)
  • Managing Follow On Public Offer

 

 

Secondary Market Analytics

 

 

  • Managing / Analytics on Preference Share
  • Managing / Analytics on Institutional Placement
  • Managing / Analytics on ADRs, GDRs

 

 

  • Managing Block Deals
  • Managing / Analytics on Participatory Notes
  • Managing Right Issue
  • Managing Stock Split
  • Managing Bonus shares issuance
  • Managing Dividend payouts

 

Asset Management Analytics

  • Analytics on Overall AUM and Business
  • Analytics on Daily Salas

 

 

  • Analytics on Channels (Distributors, Direct)

 

 

  • Analytics on Brokerage
  •  

    • Analytics on SIP

     

    • Analytics on Redemption and Purchases

     

     

    • Analytics on STP and SWP

     

    Portfolio Management Analytics

    • Security Analysis
    • Portfolio Analysis
    • Portfolio Selection
    • Portfolio Revision
    • Portfolio Evaluation
     
    Key Features/ USP's



    • 100% Responsive

      Mobile/ tablet/ laptops/ projectors to any screens! We cover all under responsive.

    • Creative Designs

      Creative & impactful web designs that will take your brand to next level

    • Reasonable Prices

      Our offerings fit everyones budget without hampering the quality and features.

    • Real time Statistics

      Google Analytics code is integrated with the website to monitor all type of traffic of website.

    • Latest Technology

      Our continuous learning & of the latest trends of technology keeps us far ahead of others.

    • SEO Integration

      We follow all the google guidlines which involves SEO services along with it.

    • Social Media Integration

      Linking of your social media accounts with the website to keep everyone updated with the trends.

    • Dedicated Team

      Professional & experienced team which keeps you updated of the complete project alonng the way.

    • Retina Graphics

      High defination graphics usage gets supported with the technology.


    Dreamworth is the best digital marketing companies pune offering ppc, online marketing service, whatsapp marketing, adwords Management Company.

    It is necessary that your website appears on top ranking of the search engine result page. More enhanced will your website be on the search engine result page, more chances of business productivity increases. To do so, you require a company providing the best SEO marketing services. Being one of the renowned SEO marketing company, we also provide the best SEO packages.

    We don’t have any pre-priced budgets. We also do not have any monthly minimums or required buy-in packages. Our ability to handle all budgets -big, small and in-between sets us apart. Each client’s campaign is evaluated individually based on their goals, needs and ability. You get back what you put in, so if you can’t afford a comfortable monthly marketing budget, we’ll advise you on your options.

    Depending on your customized marketing plan, it can take 2-3 months to start seeing significant rankings. These timelines can vary depending on your type of business, campaign goals and much more. The marketing professional at Digitap will provide you with a true timeline for when you can expect results prior to beginning a campaign.

    This depends on many factors and will be addressed to you after we have determined the scope of the project. We will provide a project timeline and make sure that we get your approval on all stages of the project before we start working. 

    Our packages offer revisions to ensure the design reflects what you are looking for. We’ve built our process around working with you to deliver a high impact result. 


    Sign Up to get the latest features




    DIGITAL
    MARKETING

    DreamWorth Solutions - has so many aspects. For promoting your business you need to be present on digital gadgets: phones, internet, radio, print media etc

    SEARCH ENGINE OPTIMISATION

    The moment a question comes to your mind; you either click the mouse or touch the screen. Enter your key words, the search engine flashes a list before you.

    SOCIAL MEDIA OPTIMISATION

    Social Media optimization is the use of a number of social media outcomes and communities to create a publicity of a product, brand or event to raise the awareness.

    Email
    Marketing

    Email marketing a sort of marketing strategy where a commercial mail is sent to bulk of people. It helps to gain customers trust, trust in company, product and brand.