Salient Banking & Finance

Every day, it becomes more critical to have a clear picture of the facts and variables affecting profitability in banking & finance. Salient makes it possible to know the real value of each business relationship. Salient integrates every piece of information needed to manage your part of the operations, or the entire operation, in a seamless toolset. Evaluate customer service, risk management, sales of financial products, ROI on marketing efforts, and more.

Workers in every area of the bank can find new opportunities for improving performance. For example:

Customer Service

• Which financial representatives are able to introduce and sell new financial products effectively?

• What is driving revenues in the organization; do we need to push certain financial products over others because they are driving greater profit & growth?

Marketing

• Connect marketing efforts directly to customer behavior and profitability

• Score the tactics that attract the most profitable customer segments

Finance

• Information on compliance with regulatory standards, checks, and controls is immediately visible

• Manage assets, liabilities, income, etc., in a drillable balance sheet that integrates data from any relevant electronic source

• Monitor progress against long-term and short-term goals

Operations

• Improve process efficiency. Salient integrates data across departments so each part of the business can see how its activities affect the organization as a whole.

• Balance staff levels to optimize client satisfaction and service time