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Retail Banking Taxonomy   Excel template (XLSX)

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Retail Banking Taxonomy (Excel XLSX)

File Type: Excel template (XLSX)

Top 500 Best Practice $30.00

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  1. Categorisation
  2. Taxonmoy
  3. Findability


This product (Retail Banking Taxonomy) is an Excel template (XLSX), which you can download immediately upon purchase.

The Retail Banking Taxonomy consists of over 290 terms. It seeks to cover the general process and functional structure of a Retail Banking organisation. It incorporates a high degree of scope notes providing definition and meaning to the term pool.

The Taxonomy is designed to help organisations tag and organize their unstructured information with relevant, industry specific concepts, processes, subjects, and document types.

It is created through specific sector experience. The result is a solid base platform for organisations to add their personal nuances and uniqueness and thus provide themselves with an individualised taxonomy for enabling "findability" across their content systems.

The Retail Banking Taxonomy also includes detailed breakdowns of common infrastructure and services within a retail bank. This ensures that all facets of the bank's operations are covered, from customer-facing services to back-end support functions. Each term is meticulously categorized, providing a clear and comprehensive structure that aids in the seamless organization of information.

The taxonomy is not just a static list of terms. It is a dynamic tool that can be tailored to fit the unique needs of any retail banking organization. The inclusion of scope notes and definitions for each term ensures that all users have a clear understanding of the terminology, reducing ambiguity and enhancing communication across departments.

This template is an invaluable resource for any retail bank looking to streamline its information management processes. By adopting this taxonomy, organizations can improve their data governance, enhance searchability, and ultimately drive better business outcomes. The Retail Banking Taxonomy is a strategic asset for any forward-thinking retail bank.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Banking Excel: Retail Banking Taxonomy Excel (XLSX) Spreadsheet, R Bradley Consulting


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File Type: Excel xlsx (XLSX)
File Size: 1.3 MB


Additional documents from author: 40

Experienced Enterprise and Information Architect/Consultant. 25 plus years experience in Consulting having worked for both bespoke and high end consultancies across many sectors. My documents are mostly those which I have used practically on various assignments.

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