A premium fintech-style executive intelligence dashboard built using Power BI, Python, SQL, DAX, and Power Query to analyze banking customer behavior, conversion performance, and campaign effectiveness.
FinSight is a modern business intelligence project designed to simulate a real-world executive analytics dashboard used in banking and fintech organizations.
The dashboard provides decision-makers with actionable insights into:
- Customer conversion performance
- Campaign effectiveness
- Customer segmentation
- Seasonal trends
- Contact channel performance
- Loan-based customer behavior
Banks invest heavily in marketing campaigns to convert customers into term deposit subscribers.
However, business leaders need visibility into:
- Which customer groups convert best?
- Which outreach channel performs the strongest?
- How conversion changes across months
- Whether loan customers present stronger opportunities
- Overall campaign effectiveness
FinSight addresses these challenges through data analytics and executive reporting.
- Power BI
- Python
- Pandas
- NumPy
- SQL
- SQLite
- DAX
- Power Query
- Jupyter Notebook
Bank Marketing Dataset
This dataset contains customer banking and campaign interaction details, including:
- Age
- Job category
- Marital status
- Education
- Account balance
- Housing loan status
- Personal loan status
- Contact method
- Campaign details
- Previous campaign outcomes
- Deposit subscription result
✔ Total Customers
✔ Total Conversions
✔ Conversion Rate
✔ Average Balance
✔ Monthly Conversion Trend
✔ Top Converting Job Segments
✔ Conversion by Contact Method
✔ Housing Loan Conversion Split
- 11K+ customers analyzed
- 5K+ successful conversions
- 47% conversion rate
This indicates strong overall campaign effectiveness.
Management professionals show the highest conversion performance, followed by technicians and blue-collar customers.
Cellular contact significantly outperforms traditional phone outreach.
This suggests mobile-first customer engagement strategies are more effective.
Conversions peak in high-performing campaign months and drop during lower engagement periods.
This can help optimize campaign timing.
A large share of converted customers already hold housing loans.
This highlights opportunities for cross-selling financial products.
finsight-banking-executive-intelligence-dashboard/
│
├── FinSight_Banking_Executive_Intelligence_Dashboard.pbix
├── FinSight_Banking_Analytics.ipynb
├── bank_cleaned.xlsx
├── dashboard_preview.png
└── README.mdThis project demonstrates:
- Data Cleaning
- Exploratory Data Analysis
- Business Intelligence Dashboarding
- KPI Design
- SQL Analytics
- DAX Calculations
- Executive Reporting
- Customer Segmentation Analysis
- Campaign Performance Analytics
- Fintech Dashboard Design
Lubna Shireen R
Data Enthusiast | Power BI | SQL | Python | Business Intelligence
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