Client Intelligence
A single view of client performance that replaced hours of manual data synthesis.
The problem
Understanding a hedge fund client’s performance meant bringing together balance-sheet, P&L, pricing, and performance data manually. Sales teams needed a faster way to see the full relationship.
What I owned
I built a Tableau dashboard drawing data directly from MySQL to bring client-performance information into one view.
How I approached it
- Combined financial and performance data in a unified client view.
- Automated the recurring synthesis that had previously been done manually.
- Built a tool that was later embedded in Credit Suisse’s external client portal.