Reporting

Written By Andrei Spataru

Most of our reporting are available on PowerBI on a daily or intra-day refresh. This makes data easily accessible to our end users. Areas of reporting include: 

  • Commercial KPIs 

  • Acquisition 

  • Client experience 

  • Product performance 

  • Client services & onboarding 

  • Sales & HNW 

Andrei Spataru
Previous

Lifetime Value Analysis
Next

Segmentation