Yellowfin Case Studies RFI GROUP’S BEYOND ANALYTICS PLATFORM: Delivering competitive insights to the banking and finance industry.

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	RFI GROUP’S BEYOND ANALYTICS PLATFORM: Delivering competitive insights to the banking and finance industry. Yellowfin

RFI GROUP’S BEYOND ANALYTICS PLATFORM: Delivering competitive insights to the banking and finance industry.

Yellowfin

Technology Category	Application Infrastructure & Middleware - Data Visualization Analytics & Modeling - Predictive Analytics Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Sales & Marketing
Services	System Integration Data Science Services Software Design & Engineering Services
Challenge	RFi Group faced significant challenges with their existing data delivery system. The process of cleansing research data monthly and using an in-house solution to deliver static reports via email was becoming increasingly resource-intensive, slow, and inefficient. Clients found it difficult to search through emails to retrieve static file-based reports, making it hard to find desired information quickly or explore data to uncover new insights. RFi Group needed a more efficient, interactive, and immediate way to deliver insights to their clients. They sought a Business Intelligence (BI) platform that could provide a single source of truth, allowing clients to access live reports securely and interactively. Read More
About Customer	RFi Group is a leading financial research firm that conducts extensive surveys, gathering insights from over 350,000 consumers annually. These insights form the foundation of their advisory, benchmarking, and payments consulting services provided to financial clients. RFi Group's clients benefit from understanding trends within the banking and finance sector and comparing performance against competitors across various KPIs and metrics. The company aims to deliver comprehensive and actionable insights to its clients, helping them make informed decisions and stay competitive in the market. Read More
Solution	RFi Group chose Yellowfin to underpin their new online analytics portal for several reasons, including platform flexibility, governance, and a range of out-of-the-box functionalities. Yellowfin's BI platform provided the necessary tools for RFi Group to deliver an interactive and intuitive experience for their clients. The platform allowed clients to explore live data through reports, visualizations, and dashboards. Yellowfin's ability to facilitate independent end-user data analysis and minimize IT resource requirements was crucial. The platform's extensive collaboration features, such as the PowerPoint-like presentation module, Storyboard, and Facebook-like newsfeed, Timeline, were particularly impressive. Additionally, Yellowfin's location analytics capabilities enabled clients to uncover location-based customer trends quickly. The multi-tenant features ensured secure data exploration, integrating seamlessly with existing security protocols, including two-factor authentication and LDAP for credential management. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Visualization

Analytics & Modeling - Predictive Analytics

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Sales & Marketing

Services

System Integration

Data Science Services

Software Design & Engineering Services

Challenge

RFi Group faced significant challenges with their existing data delivery system. The process of cleansing research data monthly and using an in-house solution to deliver static reports via email was becoming increasingly resource-intensive, slow, and inefficient. Clients found it difficult to search through emails to retrieve static file-based reports, making it hard to find desired information quickly or explore data to uncover new insights. RFi Group needed a more efficient, interactive, and immediate way to deliver insights to their clients. They sought a Business Intelligence (BI) platform that could provide a single source of truth, allowing clients to access live reports securely and interactively.

About Customer

RFi Group is a leading financial research firm that conducts extensive surveys, gathering insights from over 350,000 consumers annually. These insights form the foundation of their advisory, benchmarking, and payments consulting services provided to financial clients. RFi Group's clients benefit from understanding trends within the banking and finance sector and comparing performance against competitors across various KPIs and metrics. The company aims to deliver comprehensive and actionable insights to its clients, helping them make informed decisions and stay competitive in the market.

Solution

RFi Group chose Yellowfin to underpin their new online analytics portal for several reasons, including platform flexibility, governance, and a range of out-of-the-box functionalities. Yellowfin's BI platform provided the necessary tools for RFi Group to deliver an interactive and intuitive experience for their clients. The platform allowed clients to explore live data through reports, visualizations, and dashboards. Yellowfin's ability to facilitate independent end-user data analysis and minimize IT resource requirements was crucial. The platform's extensive collaboration features, such as the PowerPoint-like presentation module, Storyboard, and Facebook-like newsfeed, Timeline, were particularly impressive. Additionally, Yellowfin's location analytics capabilities enabled clients to uncover location-based customer trends quickly. The multi-tenant features ensured secure data exploration, integrating seamlessly with existing security protocols, including two-factor authentication and LDAP for credential management.

Impact #1	RFi Group's clients can now access the most up-to-date consumer-based financial research via an online portal with intuitive reports, visualizations, and dashboards.
Impact #2	The new platform has eliminated the need for emailing static PDFs and Excel-based reports, streamlining the data delivery process.
Impact #3	Yellowfin's collaboration features have empowered clients to share data, discuss trends, and make collective decisions more effectively.

Impact #1

RFi Group's clients can now access the most up-to-date consumer-based financial research via an online portal with intuitive reports, visualizations, and dashboards.

Impact #2

The new platform has eliminated the need for emailing static PDFs and Excel-based reports, streamlining the data delivery process.

Impact #3

Yellowfin's collaboration features have empowered clients to share data, discuss trends, and make collective decisions more effectively.

Benefit #1	RFi Group surveys over 350,000 consumers annually.
Benefit #2	The new platform supports multiple server environments with discrete databases for each client.

Benefit #1

RFi Group surveys over 350,000 consumers annually.

Benefit #2

The new platform supports multiple server environments with discrete databases for each client.

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Overview

RFI GROUP’S BEYOND ANALYTICS PLATFORM: Delivering competitive insights to the banking and finance industry.

Operational Impact

Quantitative Benefit