The financial services and insurance industries are under increased pressure from all areas; tighter regulatory compliance mandates; mergers and acquisitions; risk exposure and fraud; and the increasing demand for innovative customer service to keep them competitive. Given the competitive nature of these industries and the continuous challenges placed on financial institutions, management and employees alike need an accurate view of up-to-date information to stay on top of opportunities and threats. Internal and external key performance indicators (KPIs) require continuous monitoring to ensure exceptions are highlighted and acted upon.
The world's most efficient companies encourage a performance-driven culture. For banking and insurance organizations, this philosophy should target every role. For example, executives need to effectively consolidate high-level sales, risk, outstanding debt, and equity metrics and managers are looking at their sales, receivables, client risk profiles, new customers, and churn. Traders require immediate visibility of currency and commodity fluctuations and map these to customer opportunities, and call center and help desk teams require real-time visibility of goals, SLAs, agent performance, and call metrics.
No matter what the scenario, today's banking and financial service businesses require visibility of real-time, accurate, and actionable information. Role-dependent KPIs foster a performance culture and drive fact-based actions.
Klipfolio Dashboard makes it easy to monitor KPIs. An operational dashboard needs to be seen – effortlessly and unavoidably. As a sidebar on employee desktops, a flat panel display in the lobby, trading floor, or boardroom, or on your mobile tablet or smartphone. Real-time metrics don't wait – and neither should you.
Klipfolio works with leading banking, financial services, and insurance providers, including Blue Cross Blue Shield, PNC Bank, Neovia Financial, Dansk Bank, UBank, and Aviva.
"Klipfolio helps us stay ahead of the curve,
especially in tough times like these."
PNC
Richard Woodruff
"Klipfolio Dashboard is quickly becoming the most requested application within the service centre!"
Aviva
Daniel Steel, IT Service Desk & IT Access Operations Team
