Objective Project

The project involved creating an Investment Banking Analytics tool designed to streamline and analyze outstanding receivables for manual trades in the investment banking (IB) sector. The main goal was to provide a clearer view of financial data, improve the speed of collections, and enhance overall financial operations.

Problem Statement

The current system in the investment banking sector faces significant challenges:

• Lack of a clear overview of financial data.
• Delayed real-time data updates.
• Complex transaction histories that hindered accurate risk and amount assessments.
• Insufficient alerts for critical financial events.
• Inadequate compliance and accessibility features.
• Limited capabilities for cost analysis and efficient handling of payables and exceptions.

Solution

The solution was the development of an analytics dashboard featuring:

1. Clearer data visualization for a comprehensive overview.
2. Faster and more reliable alerts.
3. Enhanced tools for data analysis.
4. Improved compliance and accessibility.
5. Tools for managing receivables, expediting collections, analyzing costs, optimizing payments, and handling exceptions efficiently.

My Role

1. Conducting stakeholder interviews and user research.