Aplicación de herramientas de visualización y automatización para el control de información en la Banca Wealth del BBVA Colombia

Abstract

BBVA Colombia’s Wealth Banking division faces challenges related to the consolidation, updating, and visualization of financial information reported by relationship managers, which hinders effective monitoring of business growth and product performance. To develop digital tools that strengthen financial information management and analysis by facilitating data consolidation and visualization to support decision-making. This professional internship followed an applied approach that involved assessing alternatives automation; initially, the use of Apps Script was considered to create an automated database, but this initiative was paused due to operational priorities within the area. Subsequently, a structured database was designed from scratch using importrange functions to consolidate information recorded individually by each relationship manager into a single file, complemented by the development of interactive dashboards in Looker Studio. The project enabled the establishment of a more organized and scalable information structure that supports data integration and visualization by region, product, and relationship manager. Although the tools are in an early stage of implementation, they lay the groundwork for more reliable and structured financial information management, aligned with BBVA Colombia’s digital transformation processes.