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Innovation Center

Performance blueprints - by industry

Innovation Center for performance management

Banking and financial services

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Client Servicing Performance Blueprint
Increase customer satisfaction and service for your clients. Use the Wealth Manager Dashboard to view assets being managed, most important accounts and current market news. Review detailed statement information with pixel-perfect formatting with Statement Reporting. Take advantage of Self-Service and Extranet Capabilities such as full portal integration, holdings, recent activity and much more.


Executive Insight for Insurance Performance Blueprint
Insurance executives can gain the insight they need about production, underwriting and claims with appealing and useful dashboards, scorecards and reports—on your computers and handheld devices.



Banking and Financial Services: Cost Transparency Blueprint
To achieve the visibility into cost drivers and effectiveness created by financial transparency, value demonstration and metrics, banks need a more rigorous analytical approach, one that extends beyond Finance and touches all lines of business. This Performance Blueprint uses IBM Cognos planning solutions and business intelligence to provide that approach.

Banking and Financial Services: Cost Transparency Performance Blueprint Powered by TM1



Branch Performance Blueprint
Manage branch profitability planning, analysis and reporting by product and customer segment with an extremely high level of precision. Top-down and bottom-up branch planning help ensure alignment with strategic objectives.

Branch Performance Blueprint Powered by TM1



Corporate Banking Customer Segment Performance Blueprint
Create profit and loss statements for customer segments or for large, individual corporate customers. Report on and analyze profitability and plan initiatives to improve segment results.



Insurance Product Profitability Performance Blueprint
Assess insurance product performance in the context of corporate goals, along with budget and forecast constraints using a logical approach facilitated by this Performance Blueprint. You can also address loss development forecasts and use multi-scenario-based analyses to maximize product design, pricing, and marketing.



Retail Banking Customer Segment Performance Blueprint
Create profit and loss statements for your retail bank at the customer segment level and report on and analyze profitability. Plan sales and marketing initiatives to improve segment results.



Relationship Pricing for Commercial Banking Performance Blueprint
Bring discipline and consistency to pricing both credit and non-credit deals for your commercial bank with centralized administration, intuitive customer reporting and a pricing model that includes both deal and relationship profitability.



Risk Adjusted Profitability Performance Blueprint
Incorporate risk calculations into an enterprise-wide, distributed profitability management process.



Risk Analysis Blueprint
Manage financial risks and meet regulatory requirements, addressing risk scenario analysis and reporting needs consistently, transparently and securely.



*Key to IBM Cognos Performance Blueprint information assets: