How Calprivate Bank Enhanced Business Clarity with Power BI

Industry

Banking

Service

Business Intelligence & Data Visualization

Technologies We Use

Power BI, SharePoint, SQL

Client History

Calprivate Bank is a customer focused financial institution with emphasis on relationship based banking. A large part of its growth came from transferal, which meant customer relationships were closely connected. As the bank grew, leadership needed better clarity. This clarity involved customer relationships, sales opportunities, and overall business performance.

Challenges

The bank lacked a clear and complete view of its customer data. Important insights were spread across teams and systems.

Key challenges included:

No deep understanding of how customers were linked to each other
Risk of losing multiple customers when one key customer left
Missed upsell and cross sell opportunities
Limited visibility into sales pipelines and forecasts
Missed follow ups on potential deals
No single place to view customer history, behavior, and preferences

Each department used its own tools and methods, which created silos and inconsistent reporting.

Goals & Objective

The bank wanted a single, reliable view of customer relationships and business performance.

The main objectives were:

Gain deep insight into customer relationships
Understand customer impact across referrals and linked accounts
Improve sales visibility and forecasting
Identify upsell and cross sell opportunities
Enable leadership to make faster, data driven decisions

Solutions

Acme One partnered with Calprivate Bank. The main reason is to build a centralized business intelligence solution using Power BI. Multiple dashboards were developed to serve different roles within the organization. A high level dashboard was designed specifically for executive leadership, including the CEO and CFO. The core idea was to provide a complete view of each customer and their connections within the bank. Management later named this initiative Customer 360 Degree.

Implementation

The Power BI dashboards were designed to show detailed customer relationships in a simple and visual way. For each customer, the dashboards displayed:

Linked and shared accounts
Referral based customer connections
Trustees and guarantors
Guaranteed loan accounts
Account balances of related customers

Hierarchy charts and tree views allowed teams to explore customer relationships in depth. All data was brought into a single reporting framework, replacing fragmented departmental reports.

Result

Full Customer Visibility

Clear Lifetime Value Insights

Better Risk Management

Stronger Sales Planning

More Upsell Opportunities

Faster Decision Making

Outcomes

Reduced Inventory Processing Time

Clear Lifetime Value Insights

More Upsell Opportunities

Better Risk Management

Stronger Sales Planning

Faster Decision Making

What Our Client Says

Don’t just take our word for it. Hear what our satisfied clients have to say about their experience partnering with ACME ONE

“The Customer 360 Degree dashboards gave us insights we never had before. We can now clearly see how customers are connected and make better decisions. These decisions can be made across sales, risk, and relationship management.”

Client Team (Calprivate Bank)

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Contact Info

We’re here to help! If you have any questions or would like to discuss how our IT services and technology solutions can benefit your business,

Our Location

Meydan – Nad Al Sheba – Dubai – United Arab Emirates

Phone Number

+971 50 952 6681

Email Address

info@acme-one.com

Working Hours

Monday - Friday: 9.00 - 6.00
Saturday & Sunday (Closed)

Get In Touch

We’re here to help! If you have any questions or would like to explore how our custom software, digital solutions, and IT expertise can support your business growth.