BI Implementation, Reporting & Data Analytics

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Improving Customer Retention

Mohsin Real Estate and Builders - Financial Industry

The company faced a significant risk due to the concentration of investments from a niche segment of high-net-worth individual (HNWI) investors. This heavy reliance on a limited pool of wealthy investors created potential financial instability, as any shifts in their investment decisions could have a substantial impact on the company’s liquidity and overall financial health.

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Optimal Employee Profile

Optimal Employee Profile - Financial Industry

To gain valuable insights into a critical business question—“What is the right salesperson profile for hiring?”—the company conducted an in-depth analysis to identify the key attributes, skills, and experiences that contribute to sales success.

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Understanding the Investment withdrawal

Investment Withdrawal Analysis - Financial Industry

The company observed a rising trend in the average redemption-to-investment ratio per investor, indicating a higher frequency of withdrawals relative to new investments. To identify the root cause of this shift, a thorough analysis was conducted, examining factors such as market conditions, investor sentiment, liquidity needs, and changes in company policies.

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Research and Comparatives Analysis

GSK - Pharmaceutical

GSK stands as a prominent player in the pharmaceutical industry. Our mandate was to execute an exhaustive research study and to carry out a comparative evaluation against a major industry rival.

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Enhancing Sales Staff Performance

Sales Staff Tracking - Financial Industry

To effectively monitor the activities of its on-field sales staff and track their productivity and performance, the company implemented a comprehensive tracking system. This system enabled real-time data collection on key performance indicators (KPIs) such as client interactions, sales conversions, time spent on tasks, and geographic coverage.

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Analyze the Digital Platforms activities

Digital Footprints - Financial Industry

The company lacked a structured approach to monitoring and analyzing its digital footprint, resulting in a gap in actionable insights for stakeholders. Without regular tracking of online engagement, customer interactions, and digital performance metrics, decision-makers were unable to assess the effectiveness of digital strategies or make data-driven improvements.

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Optimize Sales Performance

KPIs Management - Financial Industry

KPIs only considered revenue, net sales and assets under management-based target achievement metrics and other factors of performance measurement were not considered.

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Conducting Competative and Location Analysis

KPIs Management - Mechanical

We were given a task to conduct a thorough competative and location analysis for the Company who were seeking to expand their operations into other markets.

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