Utilização de um painel de acompanhamento de indicadores à partir dos resultados do Business Intelligence em um segmento corporativo de um banco privado

Abstract

The market is finding itself increasingly competitive and the financial segment is one of the first to mirror such a need, always needing to follow the technology. The use of Business Intelligence (BI) is increasingly aligned with the competitive advantage of organizations and aims to support the strategic decision making of the organization. The general objective of this paper is to analyze the positive and negative aspects of using the monitoring panel of indicators obtained from a Business Intelligence platform (QlikView) in a corporate segment of a private bank. The theoretical basis of the research is based on the literature composed of Business Intelligence and Performance Indicators. The methodological aspects, the study is classified as descriptive exploratory, documentary, bibliographic, participant research and study case. The instrument used to collect data consists of questionnaires applied with the four collaborators of the study unit in addition to participant observation. It was possible to conclude that the monitoring of the manager's client portfolio became more assertive after the use of the monitoring panel began and that it is necessary to extend the use of the panel to the micro vision of the portfolio, that is, covering the level of client / economic group and not just the grouped (macro) as it was approached throughout 2018.