FinInsights

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  Win/Loss Home Page

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  Sales Opportunity Window

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  Sales loss Window

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  Loss Analyzer

Inspiration

1. Win/loss analysis is a great way to evaluate your product and sales process in a clear and impartial manner.
2. It help our clients to uncover the truth about why they win and lose - so they can hone product strategy, refine messaging, enable sales, foster strategic alignment, and win more.

What it does

Customer Win Loss Analysis provide curated insights and helps to analyze client base and prospects/customers data which will help them to identify wins vs losses for each bank.

How I built it

1. Extracted the required data from UltraData, utilizing the WebService APIs.
2. We can utilize the FFDC APIs to extract the required data.
3. Convert the data into .csv Format.
4. Modelling and Analyzing Data through AI/ML Algorithms.
5. Represent Data in Interactive Charts.

Challenges I ran into

1. Identifying and implementing AI/ML algorithms to model and analyze the extracted data from a flat file system.

Accomplishments that I'm proud of

1. Implemented AI/ML algorithm to model and analyze the data from a flat file system.

What I learned

1. AI/ML algorithms

What's next for FinInsights

1. Unlimited Enhancement opportunities in the legacy products.
2. Data selection based on the customer needs.

Built With

• ai/ml
• c#.net
• python
• unidata
• webapi