The process of implementing a business intelligence (BI) program varies based on the scope. A comprehensive, enterprise-wide BI program typically starts with an assessment phase to identify the data domains, systems of record, core data elements, and analytical requirements. Some level of process flow analysis may also be required to understand the origin and usage […]
Nilanjan Sen –
Nilanjan Sen, asset management lead in Perficient’s financial services practice, joined the company in 2013 via the acquisition of ForwardThink Group. His areas of focus include data management, business intelligence, operational systems, and investment research and analytics. Nilanjan has over 20 years of experience in corporate and consulting roles. Prior to Perficient, he was VP of IT services at asset management firm AllianceBernstein.
Blogs from this Author
How To Tell If You Need A Business Intelligence Program
The ideal candidate for a business intelligence (BI) program is a firm that is seeking greater operational efficiency, increased flexibility and interoperability, better management reporting, mitigation of regulatory or other risks, enhanced transparency, access and support, and the ability to make informed business decisions. It is a firm that believes the investment in operational efficiency, […]
6 Challenges Of Business Intelligence User Adoption
The business intelligence (BI) industry has been plagued with poor user adoption for years and has a huge failure rate among companies. Here are some of the reasons why. Product is challenging to use: When a BI tool is not designed for business users, such as financial advisors and client associates who are primarily non-technical […]
6 Benefits Of Business Intelligence
Wealth management firms that have embraced a comprehensive business intelligence (BI) program can: mitigate operational and regulatory challenges across the firm; gain visibility into investment analytics, client relationship management, performance reporting, compliance, and contact management; and generate more comprehensive management and client reports. On the other hand, wealth management firms with a more limited set […]
Getting Wealth Management Firms Up To Speed
Wealth management firms, like many other financial services industry players, are under increased pressure to get ahead of the competition due to the increased availability of advanced analytics technology and regulatory pressure to effectively manage client portfolios. Data is rapidly becoming every company’s most valuable asset, creating a tremendous opportunity for firms that translate it […]