Banca Intesa Beograd’s advanced reporting tool improves productivity, efficiency and user experience

The leading bank in the Serbian market uses “SAS Visual Analytics” on the “SAS Viya” platform to provide real-time reports, analyze the bank’s performance and drive innovation.

Banca Intesa Beogradmember of the international banking group member of the international banking group Intesa Sanpaolointroduced an interactive reporting system using SAS tools from the company, a leader in the field of data and artificial intelligence, to further develop business analytics, improve process efficiency, risk management and customer experience.

We create a business culture where decisions are based on data analysis“, said Zoran Šiljković, director of commercial planning and reporting at Banca Intesa, on the occasion of the bank’s new reporting options. “This allows us to make more accurate projections, find new opportunities for business and reduce risks.“

Turning data into better insights

An advanced reporting tool, developed by Banca Intesa using “SAS® Enterprise Guide®“ i „SAS Visual Analytics” that “SAS® That’s it®” platform, enables both management and employees to track performance and progress in real-time, and thereby gain concrete insights into various metrics including revenue, fees and commissions, risk mitigation, client retention and cross-selling opportunities.

One of several dashboard-a, of centralized interactive sets of reports on the mentioned platform is i retail dashboard. It represents a “mega warehouse” with over 80 simple graphic reports for various segments of the bank’s business, including clients of various segments of physical persons, small business, as well as transactional business and includes all types of data: internal and external data, transactions, geolocation data. Reports are available in multiple formats for the bank’s 2,000 employees and can be accessed from a variety of devices.

The number of users who access this daily dasboard-u confirms its importance. An average of 1400 individual users access each month dashboard-ui opens close to 200 different reports, registering almost 160,000 logs. Šiljković says that these dashboard-and help the bank to recognize customer behavior and be proactive in adapting to changing market dynamics and the needs of its 1.4 million customers.

Analytics allows us to make strategic, as well as operational and tactical decisions, and to improve processes in order to better understand customer behavior, provide personalized offers and more effectively meet customer expectations and needs.“, said Šiljković.

All strategic data – on one page

According to Šiljković, among dozens of reports on retail dashboard– for the population, two recently created ones stand out. One of them is “One page“, designed in order to simplify the reporting of the bank’s management, which combines several different reports into one whole.

The one page report was created based on the special business needs of the management“, says Šiljković, “especially top management, who needed more efficient and direct reporting for easy access and understanding, with clear information, in order to shorten decision-making time.”

Šiljković states that the first step was to provide accurate, consistent and reliable data. “Thanks to SAS technology, we can ensure data accuracy and automate the creation and delivery of reports that users can access in real time, even via mobile devices.”

The initial idea was to consolidate several different reports with strategic data on one page, hence the name One page“. The user decides whether to view everything on one page or go deeper into the data analysis.

Review of employee performance in real time

The second report is a KPI chart. “Another new component retail dashboard-a, KPI scheme, she quickly became standard banks“, says Šiljković. Close to 1400 employees use this report, which allows them to check their performance and productivity in real time.

No IT knowledge is required to use the retail dashboard“, explains Šiljković. “Everything is really very simple and intuitive. Every employee can see the results of his KPIs at any time, understand his performance and how to improve it.“

The KPI scheme not only shows the employees their results, but also allows the calculation of potential achievement using an interactive calculator created in SAS Visual Analytics.” explains Šiljković.

Further development on successful foundations

Banca Intesa has been cooperating with “SAS” for a long time. The bank has been using “SAS” solutions in key areas such as risk management since 2011, in order to support three key pillars of success, according to Šiljković. These are technological innovations, data-driven decision-making and investment in talent and skills.

Banca Intesa has been a leader in Serbian banking for years, and it is easy to see whysays Stew Bradley, Senior Vice President of Risk, Fraud and Compliance Solutions at SAS. “This bank’s commitment to clients and the development of a data-driven culture is deeply woven into the work of all employees. Integrating its data into a single platform based on artificial intelligence will improve the agility of the entire bank, as employees at all levels are empowered to make faster and better informed decisions.“, states Bradley.

The availability of tools to everyday users is of key importance“, Šiljković agrees.

The inclusion of artificial intelligence opens numerous new opportunities to achieve success through innovation. Motivating employees to work with data guarantees that Banca Intesa continues as a leader in the development of the banking sector“, points out Šiljković.

SAS tools help to improve analytics in the bank, because it allows all users, even those without technical knowledge, to intuitively work with data“, concludes Šiljković.

The SAS-u

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