Posts Tagged ‘Business Intelligence’

“Catching up” is the term that came to mind when I used to check out what’s new with Oracle Analytics in previous years. This year, however, I frankly say I was impressed with what I saw at Oracle Open World last week. The rules of the analytics platform game have changed, tremendously. This is after […]

There are many considerations when it comes to the development and operation of a business intelligence (BI) program, especially when it is specific to certain sectors of the financial industry like wealth management. Nonetheless, there are several fundamental beliefs wealth management firms should embrace as they pursue their BI efforts: BI is a powerful tool […]

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 […]

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, […]

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 […]

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 […]

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 […]

Recently, I had the opportunity to attend the Adobe Analytics Partner Café in Chicago. This awesome event was a gathering of fellow Adobe Analytics practitioners and partners to hear directly from Adobe about the roadmap of the Adobe Analytics Cloud, get insights into Adobe.io and network with other experts.   2018: The Year of Customer Intelligence   The primary trend […]

Perficient is exhibiting and presenting this week at KScope17 in San Antonio, TX.  I delivered my presentation yesterday on modeling complex data security in Oracle BI.  Here is the abstract for my presentation: Learn how to build a position based security model to enable a position can view all it’s direct reports’ marketing/sales performance; learn […]

Kscope17, ODTUG’s user conference known for providing a rich opportunity for networking and education on Oracle technologies, is quickly approaching and we’re excited to connect with you at the event. Perficient is proud to be a silver sponsor of Kscope17, which is being held June 25-29 in San Antonio. Visit us at booth #211 to […]

Predictive analytics solutions have incorporated the fundamentals of location-based analytics for years, but these were typically cumbersome tools that were confined to small groups of specialists.  With the abundance of location data generated from smart phones and connected devices, the potential of geospatial data has expanded dramatically, especially in the retail industry. At a basic […]

With Oracle Data Visualization Cloud Service, your business users can perform self-service analytics, spot patterns, trends, correlations, and construct visual data stories for greater insight into how your product, service, or organization is performing. In this webinar, you will learn how easily users can explore their data in new and different ways through stunning visualizations […]