RFI GROUP’S BEYOND ANALYTICS PLATFORM: Delivering competitive insights to the banking and finance industry.
Customer Company Size
Large Corporate
Product
- Yellowfin BI Platform
- RFi Group’s Beyond Analytics Platform
- Microsoft SQL Server BI edition
Tech Stack
- Business Intelligence (BI)
- Data Visualization
- Multi-tenant Architecture
- Two-factor Authentication
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Productivity Improvements
- Digital Expertise
Technology Category
- Application Infrastructure & Middleware - Data Visualization
- Analytics & Modeling - Predictive Analytics
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- System Integration
- Data Science Services
- Software Design & Engineering Services
About The Customer
RFi Group is a leading financial research firm that conducts extensive surveys, gathering insights from over 350,000 consumers annually. These insights form the foundation of their advisory, benchmarking, and payments consulting services provided to financial clients. RFi Group's clients benefit from understanding trends within the banking and finance sector and comparing performance against competitors across various KPIs and metrics. The company aims to deliver comprehensive and actionable insights to its clients, helping them make informed decisions and stay competitive in the market.
The Challenge
RFi Group faced significant challenges with their existing data delivery system. The process of cleansing research data monthly and using an in-house solution to deliver static reports via email was becoming increasingly resource-intensive, slow, and inefficient. Clients found it difficult to search through emails to retrieve static file-based reports, making it hard to find desired information quickly or explore data to uncover new insights. RFi Group needed a more efficient, interactive, and immediate way to deliver insights to their clients. They sought a Business Intelligence (BI) platform that could provide a single source of truth, allowing clients to access live reports securely and interactively.
The Solution
RFi Group chose Yellowfin to underpin their new online analytics portal for several reasons, including platform flexibility, governance, and a range of out-of-the-box functionalities. Yellowfin's BI platform provided the necessary tools for RFi Group to deliver an interactive and intuitive experience for their clients. The platform allowed clients to explore live data through reports, visualizations, and dashboards. Yellowfin's ability to facilitate independent end-user data analysis and minimize IT resource requirements was crucial. The platform's extensive collaboration features, such as the PowerPoint-like presentation module, Storyboard, and Facebook-like newsfeed, Timeline, were particularly impressive. Additionally, Yellowfin's location analytics capabilities enabled clients to uncover location-based customer trends quickly. The multi-tenant features ensured secure data exploration, integrating seamlessly with existing security protocols, including two-factor authentication and LDAP for credential management.
Operational Impact
Quantitative Benefit
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