Increasing Visibility Into The Sales Pipeline For Financial Services

Challenges

PNC needed to increase visibility into its sales pipeline for its corporate and institutional bank sales force to improve its effectiveness. Data was spread in multiple systems including legacy mainframe applications. The business intelligence application had to be easy to use and access for sales users.

Solution

KPI Partners customized Oracle Business Intelligence Applications to fit PNC’s needs. PNC users were provided upgraded capabilities to access data. Blackberry alerts were used for up-to-date notifications.

After implementing the Oracle BI Applications, PNC Bank was able to reach its sales goals more effectively, better track competitors & products, and manage lending risk more proactively.