Our work / Presentations & reports / Bank pilot: results for top management
Data analysis
Bank pilot: results for top management
Comprehensive analysis of a bank's pilot project, presented to the bank's top management.
- Client
- Bank
- Direction
- Presentations & reports
- Format
- Data analysis
- Tags
- Finance · Analytics
Brief
Carry out a comprehensive analysis of the results of the bank's pilot project and present them to top management.
What it took
- Process the month-by-month analytical results since the start of the year.
- Consolidate each month's data, grouped by client category and product type.
- Identify the most effective client-acquisition channels within the pilot.
- Visualise the data and surface the key insights.
- Build the storyline and design the presentation.



