ORACLE DATA SHEET

ORACLE FINANCE INSTITUTIONAL

ANALYTICS

KEY FEATURES AND BENEFITS

• Improve decision making
based on industry-specific key
The success of Institutional banks is largely dependent upon
performance indicators developing and maintaining strong relationships with corporations,
• Provide each user with timely
and in-context information institutional customers, asset management companies, private equity
based on his organizational
role
and venture funds. Institutional banking relies primarily on an
• Build customer loyalty by individualized approach and tailored services for every client.
maximizing cross-sell and
upsell opportunities
Specialized teams of account executives, not only need to anticipate
• Evaluate the effectiveness of and satisfy the unique requirements of each client in the capacity of
account executives and sales
teams trusted advisor, but also manage a broad range of products and
services. Oracle Finance Institutional Analytics is a powerful
EXAMPLES OF PRE-BUILT business intelligence solution designed for financial services
METRICS institutions, involved in corporate, commercial, investment and asset
• Customer Value
management activities. The solution provides banking executives
• Number of Active Assets

• Income Range with the insight that can be used to deliver personalized products
• Investment Experience
and service, thereby improving margins and profitability and
• Investment Horizon

• Investment Knowledge
establishing sustainable client relationships.
• Investment Objective

• Investment Profile Actionable & Integrated Insight

• Investment Risk The highly competitive nature of institutional banking requires financial services
• Customer Value
institutions (FSIs) to leverage the power of timely and actionable information to
• Current Account Balance
improve the quality of business decisions and ultimately improve performance. In
• Total Outstanding Balance

• Number of Financial Account

order for business intelligence to improve decision making, it must deliver key
Managers performance indicators that are relevant for the business. Finance Institutional
• Number of Open Analytics delivers business insight through hundreds of pre-built measures and
Opportunities
dimensions that are specific to corporate and commercial banking sectors.
• Expected Revenue

More importantly, decisions that impact valuable customer relationships need to be

taken based on integrated data from across the company value chain. To get the
complete picture of these relationships requires integrating information from
financial management, human resources and customer relationship management
systems. Finance Institutional Analytics is tightly integrated with other applications
in the Oracle BI Applications family and is based on an enterprise class data
warehouse, with in-depth coverage of marketing, sales and service subject areas as
well as connectors to industry leading financial management and human resources
systems.

Product Overview
Oracle Finance Institutional Analytics represents a complete business intelligence
solution. The application consists of an enterprise class data warehouse, pre-built

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ETL connectors to extract data from operational CRM and ERP systems and load it
into the data warehouse. The data warehouse consists of pre-mapped meta data that
defines operational data sources, measures, dimensional attributes and calculations.

Finance Institutional Analytics delivers six, out-of the-box dashboards that address
various sectors of Institutional Banking. These include Corporate & Commercial
Banking, Institutional Sales, Investment Banking, Investment Holdings, Separate
Account Management and Wealth Management. The application includes over
ninety pre-built reports. The dashboards and reports are highly customizable and are
tailored to meet the business needs of various roles in the organization, from
executives to relationship managers and account executives, and front line
personnel.

Figure 1. Pre-built reports showing Assets under Management trend

More importantly, the pre-built data model that allows business users access to
industry-specific metrics and dimensions, combined with a user-friendly BI
platform, also enables them to create ad-hoc reports in a matter of minutes.

Next Generation Business Intelligence Platform

Oracle Finance Institutional Analytics is built on the Oracle BI Suite Enterprise
Edition, a comprehensive, innovative, and leading BI platform. This enables
organizations to realize the value of a packaged BI Application, such as rapid
deployment, lower total cost of ownership, and built-in best practices, while also
being able to easily extend those solutions to meet their specific needs, or build
completely custom BI applications—all on one common BI foundation

Lower Risk and Better Business Results

Providing actionable analytics to executives and managers requires a powerful
business intelligence application. Traditionally, business intelligence solutions
represent custom development efforts that are costly, require long implementation
cycles and IT resources to maintain and support. In contrast, Finance Institutional
Analytics is a pre-built solution that is designed for faster deployment at a lower cost

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ABOUT ORACLE and risk to the organization. Oracle’s robust enterprise analytics platform enables
FINANCIAL SERVICES BI
APPLICATIONS business users to extend and customize the application without the need for
Oracle Financial Services BI
programming. The intuitive web-based user interface enables rapid end-user
Applications are pre-built adoption with very little training.
solutions that are
seamlessly integrated with
Oracle’s transactions
solutions to increase Contact Us
effectiveness and lower cost
of ownership. Oracle BI
For more information about Oracle Finance Institutional Analytics, please visit
Enterprise Edition (OBIEE) oracle.com or call +1.800.ORACLE1 to speak to an Oracle representative.
powers the Oracle Financial
Services BI Applications.
OBIEE is a high-
performance and highly
scalable, next generation
business intelligence
platform that can be used to
meet any enterprise
business intelligence
requirement.

RELATED PRODUCTS

• Oracle Finance Retail

Analytics
• Oracle Financial Services
Profitability Analytics
• Oracle Financial Services
Asset Liability
Management Analytics

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