Global Capital Markets

Investment Banking

Background & Business Area Challenges

 Investment Banking within a global FS Capital Markets provider
 Business Driver: Improve data analysis efforts to gain a better
understanding of the firm’s competitive position, business strategy
and potential business opportunities through the development of
a Business Analytics Framework that integrates external Market
Data with internal Client Data
Solution
 Deliver a Business Analytics Framework that integrates Market Data
with internal Client data for market positioning, competitive
intelligence, historical and current business analytics, missed business
information and analysis, and client analytics and targeting
• Technical / Data Challenges
• Source data quality consistency and accuracy issues
• Implementation of complex scripts to integrate external sources
and internal sources and implement the business rules to
customize the application and meet ad-hoc reporting
requirements
• Data entitlement considerations
• Scope Challenges
• Difficult functionalities to implement using a tool with limitations
like QlikView
• Requirements unclear and in constant flux
• Project Challenges
• Limited availability of skilled resources with QlikView

Technology / Team Structure

 Sybase, MS SQL Server, Autosys, QlikView Rapid Application
Development Platform
 Team: 3 onshore, 1 offshore
 Project ongoing today

 Capital Markets | Financial Services

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