A shared view of customer value and profiles for more than 50 stakeholders.
Context
Business and marketing stakeholders needed a more accessible view of customer information to inform growth priorities.
My role
Built the Bank’s first Client Insights Dashboard.
What it brought together
Assets under management.
Net new money.
Client value.
Customer demographics.
Investor types and priority customer cohorts.
Evidence
Enabled more than 50 stakeholders to access customer intelligence through a shared dashboard.
Leadership contribution
Connected customer information with business questions and supported a common understanding across stakeholders.
© 2026 Shailesh Waingankar
Marketing Effectiveness & Customer Intelligence