Financial

In today's competitive financial services marketplace, technology has been adopted by organisations to offer a range of services both internally and to your customers. Technology helps get a competitive edge on your competition and by using Mapsimise in your organisation, here's how it can do the same for you.

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    Central Banking

    As a technology or data manager working within central banking you will probably recognise the term “Big Data”, as many similar organisations are compiling large data sets for analysis. Mapsimise can add a range of tools for visualisation to the technology mix through connected systems. Using data sets that relate to financial data, commercial entities, administrative data and social media are commonplace. Most organisations may have in-house developed systems that are bespoke. As an organisation you might use Excel or have datasets in CSV format. You may also use commercial solutions like Salesforce or Microsoft Dynamics or have other solutions that are industry specific. From the latest Big Data survey in central banking, bespoke and commercial systems are commonplace, and Mapsimise as a connected data platform can support connections to most data sources. Mapsimise can.

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    Ways Mapsimise can optimise your financial business:

    • Show Maps with Financial Data

      build up maps that show economic output by country or region, connect to data sources, use KML files or upload to Mapsimise data tables. You can also share maps with your analytics and research teams.

    • Show Maps with Commercial Data

      Build maps connected to market leading CRM systems to plot data by location, overlaying additional data sets and building multiple maps with different layers.

    • Show and Share maps externally

      Share your maps with 3rd parties, partners and the general public to help inform on information that’s available.

    Retail, Wholesale and High Street Banking

    Banking can have many variants and offer many services, from the high street, online retail and wholesale. Service may vary but data is consistent, and Mapsimise brings new ways to interpret data visually for all banking and investment types. Mapsimise brings to your organisation a connected GEO data platform, bringing systems and data together for real analysis and data modelling. The term “Big Data” was first used in 2005 and the move to having connected systems that share data is now part of Mapsimise. Mapsimise allows you to

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    Ways Mapsimise can optimise your financial business:

    • Show Maps with Customer Data

      You can easily and quickly plot account holder data about customers by region or by country.

    • Show Maps with Product or Service Data

      Map all mortgage or savings account holders by region, along with property valuation and market trend analysis to get a view of population and value of lending against housing stock.

    • Show Branch and Cash Point Locations

      Use the Mapsimise external map component to display all active cash points and branch locations with status data for members of the general public and account holders.

    Want to visualise your data using Mapsimise?

    Brokerage and Shares

    As a brokerage company, the principal objective is to act as a service layer connecting buyers and sellers who wish to transact shares. Mapsimise as a geo tool can help display a range of data by country or market sector. You could map performance of companies by region, by country or listed market. You could manage accounts for customers by region, giving your organisation insight to where the hotspots of customer activity are. You can also map business data and market data in real time to show trading data by country. Technology adds real value to interpretation of data and Mapsimise adds the ability to geographically represent data for your organisation. Mapsimise allows you to.

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    Ways Mapsimise can optimise your financial business:

    • Show Maps for External Agents

      Build route planning and appointments for your external agents to efficiently manage time on the road.

    • Show Maps for Accounts and Customers

      Integrate to common commercial systems or upload data to show engaged account holders or prospective customers.

    • Show Maps externally with Office Locations

      Display maps externally with information referenced about fund value by country or even share office locations.

    Asset Management

    Wealth and asset management offer a range of different services to high net worth individuals, where asset management will deal with stocks, bonds and property real estate. Wealth management might focus more on retirement and estate planning. Working in these types of organisations is likely to generate a lot of data; data that can be used to build maps in Mapsimise. With Mapsimise you gain the ability to plot and track data from common systems like CRM or databases or by uploading data to Mapsimise tables. Mapsimise can.

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    Ways Mapsimise can optimise your financial business:

    • Show and Track Assets on Maps

      Build maps to show assets managed for customers on one or more maps and identify hotspots of customer activity.

    • Show Customers by Region or Country

      As a global provider you have the ability to plot data around the world and build a range of different maps, including market, weather or new feed data about regions.

    • Show Additional Market Data

      Plot and track market data by location to give insight in regional activity.

    • Make Use of External Maps

      If you have data you want to share with a customer, 3rd parties or the general public you can create maps and easily share data.

    Merchant Services

    As a provider of credit card or card payment services it is likely that a lot of data is captured, not only on account holders and service providers using services offered but on transactional data on a global scale. Mapsimise offers a range of features to enhance geographical data mapping and data presentation. Connecting your core business systems to share data across one or more maps.

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    Ways Mapsimise can optimise your financial business:

    • Show Maps of Customer Account Holders

      Build up map views of customer data, showing locations by product or service.

    • Show Maps of Server Provider Account

      Show maps with real time data of service providers using payment services.

    • Show Maps of Transactional Value by Country or Service

      Show maps of transactions by area or service provider; e.g. transactional data by card spend and hot spot areas with high transactional value.

    • Show External Maps to Customers and Prospects

      Create external maps with Mapsimise to show relevant data and key locations that accept cards by location.

    Investment Banking

    Working in investment banking will bring its own challenges, with the primary objective being to help raise capital for companies, corporate and government. It is likely that there will be a range of systems in place to help record and collect data from commercial off the shelf solutions to bespoke analytical and data warehouses. Mapsimise brings another dimension to data visualisation allowing your organisation to build geographical maps and visual data by region and type.

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    Ways Mapsimise can optimise your financial business:

    • Show Maps of Investments Made for Customers

      Your organisational investments may be complex so Mapsimise allows you to build maps by location to show all parties involved with one or more investment.

    • Show Market Analysis by Region or by Country

      Use external data sources with Mapsimise or search using business data tools from Google by region.

    • Show and Build External Maps

      Share data externally with customers, prospects and 3rd parties or build public facing website maps with Mapsimise.

    Map out a route to your destination

    It's impossible to map out a route to your destination if you don't know where you're starting from.

    - Suze Orman

    Import and Plot your Business Data on Maps

    Prepare your address-based business data, and let Mapsimise do the hard work of plotting it on a map. Be it contact locations, assets, properties, store locations, appointments - anything that has an address can be visualised on a map.

    Import your .CSV or .XLSX files from Excel, and tell Mapsimise which columns to use as address fields. We then do the hard work of converting the addresses to global locations so that you can see where in the world you are doing business

    If your data already has latitude/longitude co-ordinates no worries! Mapsimise respects your pre-geocoded data and will automatically plot it for you.

    Connect and Map Live Data from your CRM System

    Already managing your accounts, contacts and leads with an online CRM system? Mapsimise can connect to Dynamics 365, Salesforce, and Sugar CRM and display your live data on maps.

    There's no lengthy importing/exporting or synchronisation of records to get up and running with maps. Mapsimise enriches your data with latitude/longitude co-ordinates, or respects your already geocoded data.

    Visualise your business entities on a map, and open records in your connected CRM. Perform spatial queries on your data and push results back into CRM marketing lists/campaigns.

    Draw Shapes to Filter your Data

    Use Mapsimise's drawing tools to perform spatial queries on your data. From a simple box to an entire outline of a territory, it's easy to filter your data based on distance and area. No more guesswork using postal codes or area names! Combine shapes to create complex filters.

    Use widely-available KML files containing predefined shapes such as state and postal code boundaries, countries, school catchment areas and more to narrow down your queries.

    Examples of spatial filters made simple with Mapsimise:

    • Find all my customers within 5 miles of

    • List all my properties within half a mile of

    • Give me all assets located in or

    Collaborative Team Working with Mapsimise

    Manage data and access security roles with Mapsimise

    Mapsimise makes working with maps a collaborative and flexible experience. Set up a map with multiple layers of connected or imported data, then all team members can create unlimited views against that map. All shapes, data filters, KML regions, routes and visual themes/effects are saved in a view.

    Share your map views with other team members, either as view-only or with edit permissions. Add notes to the map to highlight points of interest to your team.

    Share your maps with the world by making map views publicly available via links or website embedding.

    Calculate and Optimise Driving Routes

    Combine your business data with the power of Google Maps to plan driving routes between appointments, salesperson meetings, deliveries - in fact, anything with a start time and a location!

    Mapsimise takes routing further with fully adjustable visit start times and durations for each leg of your itinerary. Re-order visits by dragging and dropping.

    Auto-routing lets you take a selection of filtered records and plot them automatically, optimising by route or respecting the start times from your dataset - allowing you to best-fit your appointments or deliveries to a route and a schedule.

    Search Business Data

    Mapsimise allows you to search worldwide for arbitrary locations by postal code, street name, city, points of interest and more. You can add these locations to a driving route, or create a filter from them (for example: all my customers within 10 miles of LaGuardia)

    We've also leveraged the power of Google Business search to put the details of millions of businesses at your fingertips. Need to find a restaurant or hotel while planning a salesperson's itinerary? Or be able to recommend locations nearby to an existing customer? Your users can find what they need without leaving the Mapsimise interface.

    Targeted Marketing with Mapsimise

    Harness the power of Mapsimise's spatial filtering to enhance your mailing lists. Connect to leading digital marketing platforms such as Dotdigital and Mailchimp to send marketing materials to contacts you have identified using the Mapsimise toolset.

    If you've already built your marketing workflow in your connected CRM system, you can push your filtered records back into Dynamics 365 Marketing Lists, Salesforce Campaigns, and SugarCRM Target Lists at the click of a button.

    Use Data Filters to Refine your Maps

    Before you can work with your data spatially, it's important to make sure you're working with the correct subset of data, especially when dealing with tens of thousands of records.

    Mapsimise has a powerful query builder that lets you filter on names, dates, numbers, yes/no fields and more. Use AND and OR groupings to build complex queries.

    If you need to use a particular query frequently, Mapsimise lets you set up Quick Filters that are always displayed at the top of your map. For example: a date range for displaying appointments, or a dropdown of types of customer.

    Use Pin Variations to change the icon, shape, and colour of your map markers according to fields on your data. For example: colour-coding your global opportunities by closure probability.

    Geospatially Analyse your Data

    Use clustering to help visualise where you have large collections of data by grouping markers together. Analyse this further by using heatmaps, which provide a striking visualisation of the spatial weighting of your data.

    Proximity filtering gives you the ability to compare distances between two of your data layers. Mapsimise provides several options to help visualise the proximity of records.

    Some examples of proximity filtering:

    • Show customers within 10km of my stores

    • Which gas stations are closest to which depots?

    • Which engineers are closest to my current callouts?

    Location Intelligence (LI)

    Location intelligence (LI), or spatial intelligence, is the process of deriving meaningful insight from geospatial data relationships to solve a particular problem.

    Explore Mapsimise Themes

    Mapsimise has a selection of more than ten map styles to help enhance the experience of your users and customers. Amongst the available styles are dark maps for light sensitive conditions, as well as themes that cater for colour blindness. This screenshot reel shows just a few of the available map styles.

    Mapsimise UI

    The Mapsimise user interface has been designed to cater for its numerous functions and features without taking focus away from what's most important - your data on a map.

    Out of the box, Mapsimise gives the user a selection of two UI themes: Dark and Light. The Light theme is more traditional, while the Dark theme brings a modern look and helps reduce eyestrain through prolonged use.

    Mapsimise uses cutting-edge web standards to make the app available on desktop and mobile devices, so you can map your data wherever you are.

    How we use layers to map your data

    Mapsimise uses a layering system to merge data from different sources onto your maps. We then underlay regions from KML files and overlay your planned routes to bring all of the functionality together.

    • Plan routes for field operatives

      Plan routes between entities manually or automatically, then see the route overlaid on your data.

    • Connect and plot business data

      Every business entity you want to see on a map has its own layer. You can set up as many data layers as your need, and re-order them to show business-critical entities on top.

    • Use KML regions to filter and augment your data

      Import KML files to display regions and placemarks on the map alongside your data. Manage territories by filtering your data by selected regions.

    • Powered by Google Maps

      Mapsimise is built on top of the best-in-class Google Maps interface, providing familiarity for your users and allowing Mapsimise to leverage theming and Street View.

    How our map embedding works

    Mapsimise allows you to embed your customised maps into your website, intranet, or business web applications. You can also share maps internally and publicly via clickable links. Each shared map has a range of options to customise its look and feel. See some embedded map examples below, all using live data from our Mapsimise demo.

    Where do I begin?

    If you're having any trouble understanding Mapsimise, let us help you. We have extended our information delivery to best help you get to where you need to be.

    Mapsimise is an integral part to any business, and the team here are dedicated to proving exactly why that is the case. We understand that the world of geospatial business is not easy to understand, so we are here to help.

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