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GIS for Financial Services

Map and analyse mission-critical data, reducing risk and maximising effectiveness

GIS software empowers financial services organisations to manage key business activities effectively, highlighting the geographic implications of products, services and customers.

Use eSpatial OnDemand GIS™ to assess and manage risk, track branch profitability, and plan for expansion and relocation.

Map and analyse information like:

  • Account-holder demographics by area, or on a branch-by-branch basis.
  • Branch profitability in relation to customer and local demographics.
  • Mortgage- and loan-related risk exposure by area.
  • Potential new markets, taking customer, demographic and competitor location information into consideration.

Assess risk

Your organisation’s exposure to risk is a key business metric.

Use eSpatial OnDemand GIS to clearly outline exposure due to multiple, complex factors, including:

  • Physical geography, like the location of hills, valleys, bodies of water or flood plains.
  • Historical natural occurrences, like patterns of erosion, flooding, tropical storms or drought.
  • Human activity, like crime rates.
  • Demographics of policy-holders, like age, gender and ethnicity.
  • Internal risk exposure limits, particularly in relation to current policy values and types.

Manage – and maximise – branch performance

Expand branch management from purely financial, target-based performance assessments.

Use GIS software to analyse the geographic component of branch performance and discover:

  • More accurate target-setting, based on the demographics of the area each branch serves.
  • Strengths and weaknesses in product penetration on a geographic basis.
  • Geographic performance trends – at branch, area, or even national level.

GIS software for expansion and relocation planning

Deciding whether to expand or relocate is a serious investment, requiring detailed analysis of a range of variables.

Location is clearly a key factor – and a map of all the decision-making data is the easiest way to communicate the situation.

Include data like:

  • Current branch locations.
  • Customer locations.
  • Competitor locations.
  • Boundaries of the broader area to which you want to expand or relocate.
  • Demographic data on residents in that area.
  • Retail park locations, including addresses of specific potential new branch locations.
  • Main roads, bus stops and public transport options.

Market and sell more effectively

Targeted marketing and sales campaigns are more effective.

Use eSpatial OnDemand GIS to map customer and demographic data, and discover:

  • Product potential – and penetration – in specific markets, based on actual revenue and market demographics.
  • Whether geographic targeting should be considered for marketing campaigns.
  • Geographic trends.

More on the benefits of GIS for sales & marketing

Maximise efficiencies: Use one GIS platform across your organisation

Location matters to many people in your organisation. Choose eSpatial OnDemand GIS and enable anyone in your organisation to view and analyse data with a geographical component.

  • Lower overheads by sharing common data across departments.
  • Ensure data integrity by setting custom permissions to view and edit datasets.
  • Create and share standard queries with novice users.
  • Enable expert users to access full, enterprise-grade functionality.

How financial services organisations use GIS software

  • Risk assessment
    Map current loans (including amounts and types), and human, financial and natural risk factors. Create polygons corresponding to areas to assess risk by area.

  • Customer analysis
    Map the location and value of account holders within a specific area, adding demographic data as required. Use this information to create highly targeted local marketing promotions and campaigns.

  • Market analysis
    View demographics in target areas, adding current customer locations and demographics to determine market penetration rates, and areas for expansion.

  • Track and plan for efficient ATM management
    Manage and track the distribution and replenishment of ATMs effectively and efficiently through the use of GIS software. Display all ATMs within a specific region on a map, along with their cash status in order to better visualise and optimise cash distribution. Predict cash requirements for each ATM by viewing and analysing the history of cash transactions over a certain period of time.

Ready to find out more?

We’re here to help you to learn about how location intelligence software can most effectively deliver value to your business. Please contact us and we’ll get in touch!