Two examples where the purpose and the audience is the same but the data can be different in

the banking and finance industry

Example 1: Portfolio Performance Analysis

Purpose: The purpose of portfolio performance analysis is to evaluate the returns and risks
associated with a bank or financial institution's investment portfolio, helping them optimize
their investment strategies.

Audience: Portfolio Managers

Data 1: Historical Asset Prices - Portfolio managers can use historical asset prices, such as
stock prices, bond prices, and indices, to analyze the performance of individual assets and the
overall portfolio. They can calculate returns, volatility, and other key performance indicators
to assess the effectiveness of their investment strategies.

Data 2: Macroeconomic Data - Portfolio managers can also incorporate macroeconomic data,
such as GDP growth, inflation rates, and unemployment rates, to assess the broader market
conditions and their potential impact on the investment portfolio. This information can help
them identify opportunities and risks in the market, adjust their investment strategies
accordingly, and make informed decisions on asset allocation.

Example 2: Customer Satisfaction Analysis

Purpose: The purpose of customer satisfaction analysis is to understand how satisfied

customers are with the bank or financial institution's products and services, helping them
improve their offerings and customer experience.

Audience: Customer Experience Managers

Data 1: Customer Surveys - Customer experience managers can use data from customer
surveys, which may include ratings, feedback, and comments on various aspects of the bank's
products and services. This information can help them identify areas for improvement, as
well as areas where they excel, allowing them to develop targeted strategies to enhance
customer satisfaction.

Data 2: Social Media Sentiment Analysis - Customer experience managers can also analyze
social media data, such as tweets, Facebook posts, and online reviews, to gauge customer
sentiment towards the bank or financial institution. By monitoring social media sentiment,
they can identify trending issues, customer complaints, and positive feedback, helping them
address concerns more proactively and better understand customer preferences and
expectations.
Example 1: Portfolio Performance Analysis

For portfolio performance analysis, the appropriate forms of data storytelling would be:

1. Dashboards: Portfolio managers can use dashboards to monitor the performance of

their investment portfolio in real-time. Dashboards can display key performance
indicators, such as returns, volatility, and risk-adjusted performance measures, and
can be interactive to allow for further exploration of the data.
2. Interactive Visualizations: Portfolio managers can also benefit from interactive
visualizations that enable them to explore historical asset prices and macroeconomic
data more thoroughly. They can compare the performance of individual assets,
analyze the correlation between assets, and assess the potential impact of
macroeconomic factors on their portfolio. Interactive visualizations allow them to
manipulate the data and gain deeper insights, which can then be incorporated into
their investment strategies.

Example 2: Customer Satisfaction Analysis

For customer satisfaction analysis, the appropriate forms of data storytelling would be:

1. Infographics: Customer experience managers can use infographics to visually

communicate the results of customer satisfaction analysis to other stakeholders within
the bank or financial institution. Infographics can provide a high-level summary of the
key findings from customer surveys and social media sentiment analysis, using visual
elements such as charts, icons, and color-coding to help convey the information more
effectively.
2. Presentations: Customer experience managers can also use presentations to share their
findings and recommendations on improving customer satisfaction with decision-
makers. They can include visual elements, such as charts, tables, and graphs, to
clearly illustrate the data from customer surveys and social media sentiment analysis,
making their points more effectively and driving action.

In both examples, dashboards and interactive visualizations are suitable for real-time
monitoring and in-depth data exploration, while infographics and presentations are more
appropriate for communicating findings and recommendations to stakeholders and decision-
makers.