An Indian private sector bank sought to improve reporting and workforce planning across its extensive operations. Serving corporate, SME, and individual customers, the bank operates over 6,000 branches and more than 15,000 ATMs and cash recycling machines, offering services through mobile, internet, and phone banking channels. Despite its scale, the bank struggled to effectively monitor user engagement, marketing performance, and audience growth due to fragmented data across platforms such as LinkedIn, ConvertKit, and Google Analytics. The lack of unified reporting and dashboards limited actionable insights, slowed decision‑making, and hindered efficient workforce and marketing planning.

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