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Consumer Lending Marketing Analytics

Data integration and analytics work for a consumer lending bank, connecting core banking data to marketing automation and building sales, CRM, and management reporting in Qlik.

2015 2017
  • Banking
  • Marketing Automation
  • Talend
  • Oracle Eloqua
  • QlikView
  • Qlik Sense
  • CRM Analytics

Scope

The client needed better data foundations for marketing automation and customer engagement. Existing communication was broad and manual, and the business wanted more trigger-based follow-up using data from core banking systems.

They also needed Qlik-based analysis for sales, CRM, and management information.

What I did

I developed the data exchange between banking source systems and Oracle Eloqua using Talend Data Integration. The work included source extraction, data modelling, and adapting existing data structures so they could support the new engagement workflows.

I also designed and prototyped Qlik Sense visualisations and built QlikView applications for sales analysis, CRM, and management reporting. The reporting replaced parts of a spreadsheet-heavy process with governed data extraction, transformation, and visualisation.

Technologies

Talend Data Integration, Oracle Eloqua, QlikView, Qlik Sense, SQL, CRM data, sales analytics, and core banking data sources.