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.