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Risk Benefit Solutions
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RBS, one of the leading financial services advisory firms in southern Africa.
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Challenges
The challenge which RBS faced was to establish a methodology whereby they could use corporate data to
analyse income down to the policy level. The old system had clumsy, static reports and when anyone needed to drill down
into the data, or verify parameters linked to it, it was a long and tedious process.
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Solution
Decision Inc. developed a robust QlikView installation which has provided RBS with the tools required to overcome its challenges while delivering superb detail at the most granular level.
The system is capable of assessing each current policy status and forecasting what the budgeted value would be over the period of a year. It has allowed for the organisation to not only access and analyse data on a more efficient scale, but provided them with information to determine income over a variety of time frames – six months, a year, two years – on each policy.
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Value Delivered
- Track budget versus actual downto a very granular level, right to a singular policy number
- Generate a budget which goes down to the policy level
- Ability to examine how profitable any one account executive is in terms of income generated versus expenditure.
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