Introduction

Business Intelligence (BI) is critical in enabling financial institutions to make data-driven decisions. This course is designed to provide hands-on knowledge of BI tools like Power BI and Tableau, enabling banking and finance professionals to visualize complex data, track key performance indicators, and generate actionable insights. It equips participants with skills to design interactive dashboards and dynamic reports that enhance strategic decision-making across departments.

Participants will gain mastery in connecting multiple data sources, cleaning and transforming data, and creating insightful dashboards that highlight trends, anomalies, and performance metrics. The course emphasizes the role of BI in financial analysis, risk monitoring, customer behavior tracking, and operational efficiency. It offers real-world use cases demonstrating how banks and fintechs are leveraging BI to improve governance and competitiveness.

General case studies include banking institutions using dashboards to monitor loan performance, branch profitability, digital product uptake, and customer engagement. The program is grounded in practical applications that enable professionals to develop real-time intelligence capabilities across all levels of the organization.

This course is ideal for finance professionals, business analysts, data managers, digital transformation leaders, and anyone seeking to convert raw banking data into strategic value using leading BI platforms.

Course Objectives
Master Power BI and Tableau fundamentals for finance
Connect and transform diverse banking data sets
Build interactive dashboards and visualizations
Use BI to monitor financial and risk KPIs
Apply data storytelling for better decisions
Analyze customer trends and channel usage
Track loan performance and profitability metrics
Enhance internal and regulatory reporting
Automate routine reporting processes
Integrate BI with enterprise systems

Organizational Benefits
Empower teams with data visualization skills
Foster a data-driven decision culture
Improve financial transparency and reporting
Monitor risk and compliance in real time
Track and optimize customer engagement
Enhance credit and loan portfolio visibility
Accelerate internal reporting turnaround
Reduce manual spreadsheet errors
Support regulatory audits with BI dashboards
Improve executive insight with intuitive reports

Target Participants
Business analysts in banking
Finance and risk professionals
Data officers and IT managers
Operations managers
Customer analytics teams
BI developers and dashboard creators
Loan portfolio managers
Digital transformation leads
Compliance reporting teams
Fintech analysts and product owners

Course Outline

Module 1: Introduction to BI in Financial Services
Role of BI in banking
Overview of Power BI and Tableau
Comparison and selection
Real-world applications in finance
Data-to-decision pipeline
General case study: BI for executive dashboards

Module 2: Data Sourcing and Integration
Connecting to financial databases
Using APIs and Excel/CSV sources
Live vs. import connections
Data blending and merging
Automating data refresh
General case study: Connecting branch performance data

Module 3: Data Modeling and Transformation
Data cleaning with Power Query
Data shaping techniques
DAX and calculated columns
Creating relationships and hierarchies
Time intelligence in finance
General case study: Preparing loan dataset for analysis

Module 4: Dashboard Design and Best Practices
Principles of dashboard usability
Using filters and slicers
Creating KPIs and indicators
Interactive charts and graphs
Optimizing for mobile view
General case study: Executive financial dashboard

Module 5: Visual Analytics in Banking
Time series analysis
Heat maps and trend lines
Funnel and waterfall charts
Geo-mapping branches and regions
Custom visuals and tooltips
General case study: Branch-level product performance

Module 6: Financial KPIs and Reporting
Net interest margin tracking
Loan-to-deposit ratio dashboards
NPL monitoring
Operational cost and profitability
Regulatory compliance reports
General case study: Monthly board performance reporting

Module 7: Customer & Product Analytics
Customer segmentation visualization
Product performance analysis
Channel usage dashboards
Customer acquisition trends
Attrition and churn dashboards
General case study: Cross-sell performance dashboard

Module 8: Predictive Insights with BI Tools
Integrating ML forecasts into BI
Time-series forecasting visuals
Risk trend analysis
Scenario analysis
KPI prediction based on past data
General case study: Loan default prediction trends

Module 9: Security and Governance
Role-based access and security
Audit logs and usage analytics
Data certification and governance
Report-level security
Power BI service and Tableau server
General case study: Securing sensitive credit reports

Module 10: Power BI Service and Tableau Online
Publishing dashboards
Workspaces and sharing
Alerts and subscriptions
Cloud and mobile access
Versioning and archiving
General case study: BI service rollout in a retail bank

Module 11: BI for Regulatory Compliance
Generating compliance reports
Visualizing AML/KYC metrics
Audit trails with BI
Report automation for regulators
BI documentation for auditors
General case study: Automated compliance dashboard

Module 12: BI Strategy and Adoption
BI roadmap and stakeholder buy-in
Use case prioritization
Change management in BI rollouts
Scaling usage across departments
KPIs for BI maturity
General case study: BI adoption in enterprise lending

Essential Information

1. Our courses are customizable to suit the specific needs of participants.
2. Participants are required to have proficiency in the English language.
3. Our training sessions feature comprehensive guidance through presentations, practical exercises, web-based tutorials, and collaborative group activities. Our facilitators boast extensive expertise, each with over a decade of experience.
4. Upon fulfilling the training requirements, participants will receive a prestigious Global King Project Management certificate.
5. Training sessions are conducted at various Global King Project Management Centers, including locations in Nairobi, Mombasa, Kigali, Dubai, Lagos, and others.
6. Organizations sending more than two participants from the same entity are eligible for a generous 20% discount.
7. The duration of our courses is adaptable, and the curriculum can be adjusted to accommodate any number of days.
8. To ensure seamless preparation, payment is expected before the commencement of training, facilitated through the Global King Project Management account.
9. For inquiries, reach out to us via email at training@globalkingprojectmanagement.org or by phone at +254 114 830 889.
10. Additional amenities such as tablets and laptops are available upon request for an extra fee. The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a certificate of successful completion. Participants are responsible for arranging and covering their travel expenses, including airport transfers, visa applications, dinners, health insurance, and any other personal expenses.