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Data analysis
Bank pilot: results for top management
Comprehensive analysis of a bank's pilot project, presented to the bank's top management.
- Client
- Bank
- Direction
- Presentations & reports
- Format
- Data analysis
- Tags
- Finance · Analytics
Challenge
A bank had run a pilot project since the start of the year and needed a comprehensive analysis of its results for top management: what worked, for which clients, and through which channels.
Approach
- Processed the month-by-month analytical results since the start of the year.
- Consolidated each month's data, grouped by client category and product type.
- Identified the most effective client-acquisition channels within the pilot.
- Visualised the data and surfaced the key insights.
- Built the storyline and designed the presentation.
What we delivered
- A consolidated analytical dataset for the whole pilot period.
- An executive presentation for top management with the key insights up front.
Outcome
Top management received a single, data-backed view of the pilot's results, with the most effective client-acquisition channels clearly identified.
Sample testimonial“The team turned months of pilot data into a story the board understood in one meeting. The decision to scale was made on the strength of those slides.”
— Pilot project lead, bank
Slides recreated in the hice style. The bank’s branding is removed; figures and periods are anonymised and altered.
01 Data
- Monthly results
- Client categories
- Product types
02 Analysis
- Consolidation
- Channel effectiveness
- Key insights
03 Presentation
- Storyline
- Executive deck