Development of a Service for Customer Segments’ Analysis Using ETL Procedures and BI Tool to Support Decision-Making in a Financial Organization

This work will improve the process of data collection, transformation and usage in a company engaged in traffic arbitrage in the financial sphere: for this purpose, a tool for managing Extract Transform Load (ETL) processes will be implemented, ETL procedures themselves will be configured, the Business Intelligence (BI) component of the system responsible for data visualization will be integrated into the company's system, and data showcases and dashboards will be designed and filled with data. At the moment, the company aggregates the minimum required daily metrics, lacks data slices for many important sources for the company and visualization. Every time a new request for data deviates from the usual aggregation statistics even a little, the company has to spend time and resources of its employees on data collection, analytics and visualization from scratch. As a result of this work, the company's employees will always have access to up-to-date data in the format they require, and the company will be able to perform a qualitative analysis and synthesis of the collected data. On the basis of the collected data on the client base of the company it is planned to optimize the process of communication with clients, as at the moment it is one common process for all users. As part of this work, the customer base will be divided into segments, their behavior will be analyzed, and different ways of interacting with each segment will be proposed in order to reduce the operational costs that the organization is currently incurring. This will help to increase the net profit both in short and long term, and may also provide new insights into customer interaction.