Introduction

Temenos Analytics’ Content Packs are portfolios of analytics measures (contents) for banks and financial institutions that provide insights to senior management and other personnel in operations. These Content Packs are available for Retail Banking, Financial Analytics, Corporate Banking and Wealth Management within the Advanced Analytics Platform or the Reporting Platform.

This document provides a catalogue for the contents within the Corporate Analytics Content pack that can be added to the Base version of the Analytics application within the Advanced Analytics Platform and is compatible with all other content packs. The Corporate Analytics Content Pack is designed for financial institution offering Corporate Banking services and looking into the possibility to make their business more efficient and profitable. The tools within the pack measure the performances and derive insights from Corporate-related business data – specifically these tools consist of:

• Information Tiles: used to highlights business metrics through various types of charts and visuals

• KPIs: used to compare actual values versus targets

• Dashboards and KPI Dashboards: used to collect Information Tiles and KPIs about corporate banking and provide a meaningful overview of significant trends over time.

• Pivot Reports (based on either SSAS Cubes or Datasets from the Analytics Warehouse): allow end user to slice, dice and pivot corporate data

The tools above focus on the following areas:

• Corporate Business will control trends in crucial measures such as the total number of corporate customers, of corporate accounts and deals. Furthermore, this area allow users to monitor deals close to maturity date, the corporate loans repayment schedule, the corporate customers’ products portfolios and the total of funds based and non-funds based businesses.

• Trade Finance looks at various metrics around letters of credit and shipping guarantees. Through the Trade Finance’s contents, banks will be able to oversee the accepted amounts of letter of credits within their full repayment cycle, the total sum of the discounted amounts, the total count of export bills discounted, the total sum of the outstanding amounts, the total count of outstanding letters of credit and also to monitor how these actual values score against the bank’s targets.

• Syndicated Lending allows bank users to do analysis around Syndicated Loans by Customer and Participator.

Corporate Analytics enables Corporate Banks to closely monitor and analyze complex onboarding processes, increases operational efficiency and delivers a smooth user experience.

• Frictionless user journey – complex Corporate Banking-related analyses are made simple through clear visuals and easy-to-use reports. The most important metrics are centralized through customizable dashboards

• Compliance made easy – Corporate Analytics contents comply with existing or evolving regulations and support evidentiary processes reducing audit-related time and costs

• Increased Operational Efficiency – Supervisors can closely monitor employees’ and branches’ performances

• Timely decisions based on accurate information – users are able to review the latest information about newly acquired or lost customers, accounts, portfolios and deals in order to act upon it fast

• Increased Margins – clear and correct Corporate banking data improves efficiency, transparency and makes profitable and unprofitable products and business units easier to spot

• Personalized products – Segmentations, hierarchies and targets can be customized to meet the specific KPIs based on the bank’s requirements. The design of reports and visuals is also easy to adjust and pivot reports can be sliced and diced by bank users in real-time for tailor-made analyses