Product Problem
Customers may use multiple financial services across banking, securities, and insurance, but fragmented data makes it difficult to understand the full customer relationship.
Product Hypothesis
A cross-entity Customer 360 view can help identify relationship gaps and surface actionable customer insights.
Group Asset Overview
Customer Overview
| Name |
Segment |
Risk |
Total Assets |
|
Cross-business Opportunities
| Customer |
Signal |
Potential Opportunity |
Recent Insights
Data Model & SQL
How this dashboard is aggregated from relational data
How I Built This
- Product: Defined the problem, user flow and MVP scope.
- Data: Designed 3 relational tables: Customers, Accounts, Transactions.
- SQL: Used JOIN, GROUP BY, SUM and CASE WHEN to derive customer insights.
- AI: Used Claude for rapid prototyping and insight generation.
- Deployment: Deployed as a public web prototype on Cloudflare.
Demo only. All customer and financial information is fictional.