This document discusses Enterprise Information Management (EIM) solutions for financial institutions. It summarizes that the company delivers global EIM solutions including information architecture, data warehousing, business intelligence, and data governance. They help customers understand and leverage their data to grow revenue and drive efficiencies. The document also states that financial institutions have a wealth of customer data that, if analyzed, can help them better understand customer needs and wants. It emphasizes that banks will need to become more digital, customer-driven, and innovative by 2020 to stay competitive.

1. Enabling Financial & Credit Institutions Through Strategic Information Management
GROWTH & INNOVATION IN BANK
www.enterpriseim.com

2. We deliver global Enterprise Information
Management solutions for financial institutions
Information Architecture & Project Management
Operational Data Store & Data Warehousing
Business Intelligence & Data Analytics
Data Governance & Master Data Management
19 Years of service experience in EIM
Silicon Valley founder consulting group
We help our customers acquire, understand and leverage
their data to grow revenue and drive efficiencies across
their enterprise.
ABOUT EIM - ENTERPRISE INFORMATION MANAGEMENT
ENTERPRISE INFORMATION SOLUTIONS

3. “Financial institutions have access to a goldmine
of customer data. By analyzing and acting on
their data, financial institutions can get a better
understanding of what types of services and
products their customers really need and want.”
CORE BANKING SOFTWARE
BANKS WITH EIM IMPLEMENTATIONS
EIM TECHNOLOGY PARTNERS

4. Enterprise Vision &
Strategy
Enterprise
Architecture
Enterprise Business &
IT Processes
Enterprise Business &
IT Organizations
Enterprise
Infrastructure
EIM Vision & Strategy EIM Governance EIM Core Processes EIM Organization EIM Infrastructure
Vision
Mission
Strategy
Goals & Objectives
Value Proposition
Sponsorship
Stewardship
Policies & Procedures
Strategic Alignment
Governance Structure
Data Quality
Data Security
Metadata Management
Master Data Management
Services & Support
CSF & KPI’s
Organization Structure
Roles & Responsibilities
Functional Services
Busininess Values
Information Architecture
Technologies (ETL, Data
Modeling, Metadata,
BI/DWH…)
Knowledgebase &
Repositories
Standard & Best Practices
EIM FRAMEWORK
“Banks will need to revamp their operations by 2020 to become more digital, truly customer-driven,
omnichannel, and innovative. The question is not whether these changes will need to happen but how
fast. Early movers will have a clear advantage.”

5. INTEGRATED EIM SOLUTIONS
DATA WAREHOUSE
• End-to-end implementation
• Realistic, flexible and scalable for rapid
deployment
• Single view of enterprise data for accurate
reporting
OPERATIONAL DATA STORE
• Real-time decision support
• Integrated data for operational analysis
• Act as interim data warehouse for SME
DATA GOVERNANCE / MDM
• Data policy and procedures necessary for
MDM
• BPM and Data Governance Framework
• Metadata for business and IT users
Empowering banks with our comprehensive EIM
services.

6. BI FRAMEWORK & DATA GOVERNANCE – QUICK START!
BI FRAMEWORK & ROADMAP
4 Weeks
• BICC requirements framework: governance, people,
process
• Define charter responsibilities, team structure and
sponsorship
• Define team roles, skills and team objectives
• BICC processes, service and management to
organization
• BI tool recommendations
DG ASSESSMENT & ROADMAP
12 Weeks
• DG maturity assessment: current state assessment –
people, policies, capabilities
• DG framework: data architecture, business & systems
processes, data standards, organizational structure
• DG roadmap: where to start, developing a plan and
measuring success around stewardship, data quality,
metadata, MDM, data remediation
• DG tool recommendations

7. BUSINESS INTELLIGENCE SERVICES
EXECUTIVE DASHBOARD
• Data visualization for desktop and mobile
• Automated and Ad-hoc reports
• Executive KPI's and balanced scorecards
SELF-SERVICE BI
• Empower individual decision making
• Build a data centric business culture
• Centralized data delivery across
departments
BI COMPETENCY CENTER
• BICC framework: people, process and
technology
• Define key roles, business interactions,
enterprise policy
• Staffing support, BI tools implementation,
SLA
Turning data into business intelligence–
quickly, accurately and economically

8. EIM ARCHITECTURE – ANALYTICS
BUSINESS ANALYTICS
• Business strategy, improve operations,
better decision making
• Predictive insights from social, mobile,
web data
• Improve efficiency, reduce cost, increase
competitiveness
RISK ANALYTICS
• Credit risk scoring with big data
integration
• Predictive insight on potential delinquency
and defaults
• Improve risk rating, underwriting, offer
extension
SALES & MARKETING ANALYTICS
• Customer segmentation, acquisition,
retention, xsell
• Sales Forecasting and Channel Strategy
• Optimize lead generation and customer
conversion
MOVING FROM MASS COMMUNICATION TO OMNI-CHANNEL DIALOGUE
Using marketing analytics to engage diverse audiences,
based on known customer needs
Turn fraud and risk analytics into
opportunities.