The Data Apps Conference
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How This Regional Bank Built a Better Branch Profitability Tracker

March 13, 2025

This regional bank needed a robust system for funds transfer pricing and profitability analysis across branches, products, and customers. After discovering Sigma's capabilities for complex financial calculations and data modeling, the bank's team built a comprehensive solution for modern banking needs.

In this session, the Senior Financial Analyst and IT Reporting Analyst will showcase how they developed a Sigma-powered solution to:

  • Streamline expense allocation workflows
  • Calculate and apply sophisticated funds transfer pricing
  • Enable detailed variance analysis and research
  • Create foundation for branch, product, and customer-level profitability insights

Watch this session to see how this regional bank leveraged Sigma Data Apps to build a scalable, data-driven financial reporting system that enhances decision-making and operational efficiency.

 

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Presenters
Sam
Senior Financial Analyst
Matt
IT Reporting Analyst