Information Builders > 实例探究 > SWBC Gains Insight From Consolidated Customer Data

SWBC Gains Insight From Consolidated Customer Data

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公司规模
1,000+
地区
  • America
国家
  • United States
产品
  • WebFOCUS
  • iWay Integration Suite
  • iWay Data Quality Suite
技术栈
  • Microsoft SQL Server
  • IBM AS/400
实施规模
  • Enterprise-wide Deployment
影响指标
  • Customer Satisfaction
  • Productivity Improvements
技术
  • 分析与建模 - 数据即服务
  • 应用基础设施与中间件 - 数据交换与集成
适用行业
  • 金融与保险
适用功能
  • 商业运营
用例
  • 质量预测分析
服务
  • 数据科学服务
  • 系统集成
关于客户
SWBC is a diversified financial services company headquartered in San Antonio. The company provides insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With more than 2,000 employees in offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions throughout the U.S. After years of corporate acquisitions, the company found itself with a variety of distinct applications and data sources that were difficult to integrate. These disconnected silos of information made it nearly impossible for the company to establish consistent customer records.
挑战
SWBC, a diversified financial services company, was facing a challenge due to its various distinct applications and data sources. These disconnected silos of information made it nearly impossible for the company to establish consistent customer records. They also had complex information management needs as they processed information from customers, partners, and other financial stakeholders. The company needed to combine data from a legacy accounting system and a variety of AS/400 applications to create consistent customer records. It also needed to process information related to mortgage originations, private mortgage insurance, loan payments, balance requests, and other day-to-day transactions.
解决方案
SWBC turned to Information Builders for help combining its data sources into an enterprise data warehouse, setting up process flows to manage incoming and outgoing transactions, establishing data governance procedures to ensure consistency in customer records, and creating a self-service reporting environment for visualizing and analyzing business data. Information Builders’ WebFOCUS and iWay products were used to consolidate information, ensure data integrity, and create a user-friendly environment for analyzing data and interacting with customers. iWay Integration Suite was used to extract data from 17 different sources, transform it into a common data type, and load it into Microsoft SQL Server databases structured for reporting. iWay also processed information related to mortgage originations, private mortgage insurance, loan payments, balance requests, and other day-to-day transactions. To cleanse the data and implement data governance controls, SWBC implemented iWay Data Quality Suite.
运营影响
  • A single view of accurate, up-to-date customer data was achieved.
  • The time taken to onboard new clients and data sources was reduced.
  • Information can now be filtered and analyzed on demand and is easily viewed in graphs, charts, and reports.
  • The company can now provide timely reports and scorecards for clients so they can make better business decisions.
数量效益
  • Automated the process of creating scorecards for 150 clients.
  • Automated the process of creating a monthly P&L presentation.

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