Dave Rawlings

Client Strategy & Analytics @Deutsche Bank

Responsible for the development and distribution of advanced client and sales analytics. Main responsibilities are to provide all levels of sales, from Executive Committee to Salesperson, with analytics to help them better understand their clients and sales activity. I act as a link between the business and technology, translating business requirements into technology deliverables. I also to act as a mentor and Tableau SME, training people to create reports and giving guidance on best practice. Significant achievements include: • Designed and managed the development of a new in-house analytics platform to replace an outdated analytics system, saving the bank c€5m per annum. Working with a global team of developers, taking the system from design, through UAT and into Production • Designed and developed a new suite of Tableau reports for all levels of business to allow greater understanding of the data available. The reports were rolled out to users • Developed a model for measuring and reporting client intensity using Salesforce CRM data • Worked with teams globally to source and integrate multiple datasets to provide a consolidated view of client analytics, including revenues, traded volumes and cost • Regularly present analytics at the regional and global Institutional Sales ExCo meetings. Recent topics include salesperson benchmarking, client cross sell and a new variance analysis tool to show key drivers • Trained multiple people across the bank how to use Tableau to a high level allowing them to create advanced analytics for their respective teams