Revenue Opportunity Dashboard

Revenue Opportunity Dashboard

In the rapidly evolving banking sector, identifying untapped revenue potential is critical. Our advanced solution leverages machine learning to automate the granular analysis of financial statements, uncovering hidden revenue streams that are otherwise challenging to identify manually, especially at scale.


Pre-Defined Variables & Mapping

Pre-Defined Variables & Mapping

Using a comprehensive set of pre-defined financial variables, the system intelligently maps these variables to relevant banking products. This mapping process is powered by sophisticated algorithms that analyse revenues, costs, assets, and liabilities across multiple scenarios, assigning factors to derive potential revenue streams.

Corporate & Personal Level Insights

Our platform identifies revenue opportunities at both the corporate and personal levels. It considers business incomes, expenses, and assets at the corporate level, while personal opportunities are derived from employee-related financial data, such as benefits and compensation. This dual approach helps banks tailor strategies for both retail and corporate clients.

Dynamic Alert Frequency
Dynamic Dashboards & Benchmarking

Dynamic Dashboards & Benchmarking

Interactive dashboards offer clear, visual insights into year-on-year changes and comparisons between companies and their respective industries. This benchmarking enables banks to assess performance, manage risks, and optimize lending strategies effectively.

Portfolio-Level Aggregation

The solution aggregates revenue opportunities across portfolios, highlighting the top product opportunities. Users can filter and explore beyond the top products to identify total opportunity sizes across all portfolio companies, enhancing strategic decision-making for sales and product development.

Portfolio-Level Aggregation