Evaluate credit risk and financial exposure

“A large investment bank in New York faced many challenges with their portfolio performance such as:

• Lack of reporting standards for client and asset managers
• Disparate data sources and calculators for creating a unified view
• Delayed reporting and increased risk

Need for high-performance monitors with an ability to support multiple browsers and tablets
USEReady implemented BI risk management and data management strategy for successful management reporting. Discover how the company uses Tableau dashboards to measure portfolio performance by nature of bonds, improve real-time reporting, and to determine competitive and profitable products based on pricing and performance. Tableaus’ efficient data discovery further impacted key processes as USEReady designed and constructed Credit Risk monitors.

This case study outlines how enriched dashboards with deep drill-down capabilities helped in the reduction of enterprise capital charge by strengthening internal analysis systems, promote compliance, and provide a strategic advantage over the competition. “