Case Study: Leading Designer and Marketer of Fixed Indexed Annuity achieves self-service analytics with ProKarma

Cloud-based solution enables self-service analytics

Leading Designer and Marketer of Fixed Indexed Annuity, a leading FIA provider in the financial services industry, wanted to better leverage its growing customer and sales data for self-service analytics. With data coming from multiple carriers and distribution partners in different formats and frequencies, plus limited internal IT resources, the company relied on manual one-off reports and had limited access to the insights needed to support product development and marketing decisions. ProKarma helped the organization move toward a more scalable analytics approach using cloud-based data and Tableau.

ProKarma built a data warehouse to consolidate marketing and application data into a single source of truth, improved Salesforce data quality by pushing data back into the system, and created dashboards with new KPIs and mobile access for the sales team. The solution gave teams push-button access to detailed sales performance, trends, and rankings, while also providing self-service analytics training. As a result, the company gained enterprise-wide access to trusted data in one place and improved visibility into daily performance.