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How AI Decision-Making is Improving Enterprise Outcomes

How a Leading Capital Market Investor Automated 2000+ Hours of Manual Reporting

The Beinex Model Enabled for the Client

35+ Dashboards created

Automated report generation, saving 3,300+ person-hours per year and reducing operational costs by 5%.
Acquired more insights on customer behaviour and a 360-degree view of department performance metrics.

Delivering Beinex Excellence to Our Clients

The client is one of the top and leading capital market investor firms in KSA, offering corporate investment banking, equity investment banking, asset management and trading services. They required a data hub and data warehouse for centralised storage and access to create intuitive dashboards, a seamless data migration system, and automation of reconciliation and detection of security breaches.

100% onboarding of all source systems to DataHub, with built-in data marts and rnaster tables for easy data consumption.

Automating the detection and flagging of reconciliation issues and security breaches if they exceed the threshold.

Developed 35+ dashboards, automating the generation of detailed reports.

Create dashboard templates connected to DataHub that can be used to create ad-hoc drag-and- drop analysis.

Establishing a solid framework within the analytics and intelligence team to comprehensively address all analytics and reporting requirements.

Results in Terms of Number

Transforming Challenges into Success Stories

Before Beinex

After Beinex

Manually handled sending customer statements. (funds, subscriptions, redemption, etc.)

Customer Statement

Automated customer statements, creating UI/UX-enhanced, insights-driven and analytics-oriented statements.

Generated reports in Excel files manually from disparate data systems.

Reporting

Powered automation of reports, saving 3,300+ person-hours per year and reducing operational costs by 5%.

Manually ran portfolios, downloaded the reconciled report, and pushed it to the open database.

Reconciliation Workflow

Automated daily and ad-hoc running of portfolios, lowering reconciliation time from 2 days to minutes.

Downloaded data from diverse sources and manually identified breaches.

Security Breach Workflow

End-to-end automation from breach identification to final reporting, flagging 30+ breaches daily.

Took about 5 days for what-if analysis, decisions and simulations.

Operational Insights

Automated dashboards for visibility into customer behaviour, buying patterns, etc.

Business teams relied heavily on manual processes, primarily Excel, for report generation.

Visualisation Capabilities

Implemented dashboards powered by data from DataHub, resulting in 0.5M+ in savings.

Get Started with Beinex Banking Solutions

AI & ML Solutions
End-to-end Automation
Fraud Detection
Regulatory Excellence

From Challenges to Solutions

Resolving Complex Issues with Precision

Data inaccuracies causing delays due to manual reconciliations

Created automated ETL workflows.
Reconciliated the data from systems in an automated manner.

Manually downloading data and identifying breaches

Automated the detection and flagging of reconciliation issues and security breaches.
Implemented automated workflows, from identifying breaches to reporting.

Manual effort to compile, analyse, and present data

Implemented customised dashboards for dynamic data visualisation and automated reporting.

Addressing unstructured processes and reporting misalignment

Established a comprehensive framework within the team to address all analytics and reporting requirements.

Disparate data source systems

Migrated data from individual source systems into a centralised data warehouse with minimal downtime.

Powering Success

The Crucial Role
of Technology

End-to-end Automation of Security Breach and Reconciliation Workflows using Alteryx

Redefined the security and reconciliation workflows by leveraging the power of Alteryx for end-to-end automation. Beinex automated the daily and ad-hoc running of portfolios, ensuring that any breaches are promptly flagged and seamlessly pushed to the database. This powerful system enables comprehensive automation of breach identification, validation, follow-up, and final reporting.

Client Spotlight

What Our Clients Say

"Beinex has revolutionised our analytics and data capabilities, transforming our legacy systems into a visually aided, self- service analytics ecosystem enabling us with unprecedented data monetisation capabilities.

We now enjoy enhanced merchant retention, reduced customer acquisition costs, and greater insights into our profitability and transaction patterns. Their solutions have significantly boosted our data monetisation and operational efficiency."