Project Overview:

This project was focused on analysing Financial Complaints by customers to improve customer service and retain customers.

Tools Used: Tableau.

Project files

• Imported Raw data from Excel Wrokbook to Tableau
• Performed ETL and EDA Using tableau.
• Made a Dashboard Highlighting KPI’s and insights that would help the company Develop better Customer Service Strategies and retain customers

Raw Data:

Final Dashboard:

Findings:

• Nearly 98.1% of Queries were resolved in Time and around 84.5% of Queries were resolved with no cost.
• The highest amount of issues faced by customers were during Managing an account and deoposits/withdrawals.
• highest amount of complaints were coming from CA and NY and the Media by which the customers mostly registered complaints were Web, Referral and Phone
• Credit Card saw the highest amount of complains followed by Checking and savings account.
• Better Product analysis can be done to avoid further complaints and maintain a good retention rate.