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Drive Revenue with Data-Driven Customer Spend Insights

Increase Card Spend and Category Profitability Using Transaction Data

Analyse credit card transactions by category, gender, and time period to improve marketing focus, category promotion, and revenue planning for FinPay Analytics Services.

Financial Services Medium 60 min
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Why this work was commissioned

FinPay Analytics Services Pvt. Ltd. supports banks and payment partners with spend intelligence. Leadership requires a clear view of how customers spend across categories, how behaviour differs by gender, and how seasonal trends affect transaction value in order to improve campaigns and partner profitability.

Revolutionary Active Learning

  • You are expected to analyse transaction amounts, category performance, gender based spending patterns, and time wise trends.
  • The analysis must identify high value categories, high engagement customer segments, and periods of elevated spend to support targeted promotions.

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Skills that will help before starting:

  • Excel data analysis
  • Understanding of transaction metrics
  • Ability to interpret customer behaviour

Skills you will learn and practice:

Transaction Aggregation Category Performance Review Customer Segment Analysis Marketing Strategy Framing
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Why This Simulation Works

Revenue Relevant Metrics

  • Insights directly support card usage growth and partner revenue.

Behaviour Driven Analysis

  • Customer behaviour and timing are analysed together.

Action Ready

  • Findings can be implemented through marketing and offers.

Simulation Breakdown

1 Excel Review Credit Card Transaction Dataset
  • Understand transaction, category, gender, and date fields
  • Validate transaction values
2 Excel Analyse Overall Spend Patterns
  • Compute total transaction amount
  • Identify minimum and maximum transaction values
3 Excel Evaluate Category Performance
  • Rank categories by total spend
  • Identify high potential categories
4 Excel Assess Gender and Time Based Trends
  • Compare male and female spending
  • Analyse monthly transaction patterns
5 Excel Prepare Spend Strategy Outputs
  • Draft spend analysis memo
  • Create executive presentation for banking and marketing teams

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