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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.

Once the time frame has elapsed and the actuals come through, the  system then  allows  for  users  to  match projected numbers against the actual working  budget for 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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