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CRM banking project

$750-1500 USD

Closed
Posted over 9 years ago

$750-1500 USD

Paid on delivery
Business analyst can provide business scenario by helping enterprises identify risk early and identifying material changes in business condition that require attention. Business analyst can collect and show data about each client, account, and service, and provide an aggregate panoramic view of business performance. Business analyst enables to do efficient analysis of key business factors. Client information can be scattered across multiple accounts and bank’s divisions and that challenges client analysis. BI will work data warehousing techniques accumulates these scattered data and with appropriate tools (OLAP and DM) identifies clients with multiple accounts and their assets in order to develop an appropriate approach to the individual client. Understanding of how its products and services are being used is crucial for a bank’s efficiency in customer relations. Applications for profiling, segmenting, and credit scoring of clients are founded on BI technologies. Customer segmentation is an important area of CRM where BI tools can be particularly useful for producing finer grained segmentation that result in better focused marketing campaigns. Customer value management is another area where BI tools can be used to predict which customer segments are likely to become more profitable in the future.
Project ID: 6439223

About the project

15 proposals
Remote project
Active 10 yrs ago

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15 freelancers are bidding on average $1,482 USD for this job
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PMP certified project manager, MBA in marketing and professional business consultant, market researcher and analyst in the field of project management, marketing and branding, operations, real estate, finance, legal, health and team management/ training. Please message me so I can send samples from similar past work. Worked as portfolio manager for MNC banks in the past.
$1,578 USD in 20 days
4.9 (56 reviews)
6.6
6.6
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Hello! Being a Chartered Accountant I would love to work on this project, I hold Masters Degree of Economics as well and I am 100% sure, I can do this project professionally. You can check my reviews for my quality and reliability. Looking forward to hear from you soon Thanks!
$1,159 USD in 20 days
4.8 (57 reviews)
6.7
6.7
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A proposal has not yet been provided
$3,157 USD in 20 days
5.0 (29 reviews)
5.7
5.7
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Hi, Hope you are doing good !! Introduction - I am Certified professional Level IT Business Analyst and practicing the BABOK & PMBOK. I have also been trained in PMP, CBAP, ITIL and possess Lean Six Sigma Green Belt and ISTQB certifications. I am 4+ years experienced IT professional as Business Analyst and Project Manager and have worked for many clients across the world. Technical Expertise - Web, E-commerce, Mobile Technologies , Gaming, Embedded System (Security, Healthcare, Electronics etc.) CMS,Business Analysis, Project Management, Process Management, Finance, Business Intelligence etc. Related Expertise and Experience- Being as Business Analyst and Project Manager i have worked on 2000+ SoW , SRS, FRD , BRD , TSD , White Papers, Proposals, RFP and many other tech-non- tech documents. The documentation include the Use Case, DFD, BPMN, PERT, CPM, MindMaps, Guantt Chart, ERD, DB schema etc. Tools- MS Visio, MS Project, Basecamp, Axure, BPMN, MindJet etc. Kindly let me know further communication process to discuss in greater details and i can show you my previous work. I am available on all communication medium like Skype, Gtalk, Emails, Phone etc. I am already looking forward to work on this exciting assignment. Kindly provide me opportunity to work and as you get satisfaction you can pay. I guarantee you 100% satisfaction. Regards, Durgesh
$1,250 USD in 20 days
4.9 (6 reviews)
4.4
4.4
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I have previously worked with the Big 4 audit firm Ernst & Young as an IT auditor and with Emirates Airlines in the Internal Audit department. In both positions, I have been involved in evaluating IT and Business processes of various kinds of businesses and used a data driven approach where I analyzed millions of rows of data primarily using SQL and Python Pandas library. If you provide more details of exactly what kind of work you require, we can discuss and develop a plan to solve your business problem. Regards, Shuaib
$1,500 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Hello Sri Technocrat will provide fully interactive application for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will be developed as per your requirement document. We would invite your feedback and suggestions on the selected format so as to make it exactly as per your requirements. The timeline for development is stated along with the bid. During development period, the site would be visible on one of our test servers. At the time of transfer of complete application to your control, we will send you complete code and documentation. We will provide a copy of complete site management manual. The total cost of the development is stated along with the bid. Sri Technocrat takes services of professionals in the fields of graphic designer, site management and programming. In order to provide best performance and in time, we accept milestone payment along with contract. We transfer all source codes, security protocols and password management to the client. We carryout site development in a modular form, so that and additional feature / facility can be added without disturbing the existing site. Thanking you for considering Sri Technocrat as a partner in development. With regards, Sri Technocrat
$1,333 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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• + 5 years of experience working as a business analyst in various industries such as logistic, freight forwarding, banking, portfolio investment, hedge fund investment, personal loan, e-commerce and IT consulting. • Determines operational objectives and business rule by studying business functions, gathering & analyst business requirement, evaluating output requirements and formats. Defines project requirements by identifying project milestones, phases, and elements, forming project team, establishing project budget, stakeholder management, risk management , and project management • Ability to gather, validate, document, and facilitate implementation of business requirements for technology initiatives and requirement management. • Excellent in Scrum and Agile methodology, Experience of writing business requirement document, software requirement specification, user requirements document, User training material, UAT checklist, design wireframe and prototypes. • Datawarehosue and data mining , Business Intelligent requirement and data model architecture • Proficiency Oracle 10, SQL Server 2008 • Clients support and problem solving skill • Experience on AX, CRM integrated with SharePoint Platform
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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I have an experience in preparing scenarios of banking systems for Polish Credit Unions with over 1 mln clients as a Team Manager.
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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• Having Around 5 yrs. of Experience in Data warehousing using Informatica tool as Informatica Developer. • Having Experience in Gave Training for Fresher’s, Handling Online Classes • Extensively used ETL methodology for supporting Data Extraction, Transformation and Loading processing, in a corporate-wide-ETL Solution using Informatica. • Extensively worked on Informatica Designer Components Source Analyzer, Warehouse Designer, Mapping Designer, Transformation Developer, workflow Manager. • Used various transformations like Source qualifier, Aggregators, lookups, Filters, Sequence generators, Routers, Update Strategy, Expression, Sorter etc. • Experience in Performance Tuning the mappings. • Good knowledge in SQL • Worked on various projects involving Data warehousing, Migration and Web-application based projects using InformaticaPowerCenter 9.1/8.6. / 7.1.1 (Workflow Manager, Workflow Monitor, Source Analyzer, Warehouse Designer, Mapping Designer, Mapplet Designer & Transformation Developer) • Good work experience in designing Data Warehousing applications, implementations and enhancements of the business applications using Informatica Power Center 8.6.1/7.1.1. • Proficient in the development of ETL (Extract, Transform, Load) processes with a good understanding of source to target data mapping, ability to define, capture Meta data and Business rules. • Experience in Performance Tuning and Debugging of existing ETL processes. • Creating Deployment groups to migrate code from
$1,111 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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I have 7 years experiences in BI and DW, so I have good skills to process the scattered data. 1 years work on a CRM project of CMCC(China Mobile Communication Corporation). I know the knowledge of Risk Scoring Model will help me to identify the risk. I do data analysis work in a internet company for 2 years. R, Python and other data mining tools will help me finished the task quickly. If possible, please send the detail requirements to my gmail. Thanks!
$1,222 USD in 15 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of ARGENTINA
Buenos Aires, Argentina
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Member since Nov 27, 2013

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