What analytics are important for strong small business banking operations? How do you collect, aggregate, and analyze the necessary information? What should be the goals of the project? Where do you even start?
• How to approach segmentation of clientele
• Useful reports for Loan Officers to cross-sell products
• Who should be responsible for what
• First steps to take and how to keep it simple
CapPlus presents a perspective on embarking towards thorough, reliable, and consistent data reporting for small business banking departments. They will show dashboards of some useful reports, discussing overall considerations to keep in mind as you work with your institution to enhance data analytics for small business banking.