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UBC-MDS/DSCI-532_2025_12_bank-marketing

📊 Bank Marketing Dashboard

Authors: Hrayr Muradyan, Joseph Lim, Merari Santana–Carbajal, Mason Zhang

Welcome!

Our Bank Marketing Dashboard helps financial institutions optimize their telemarketing strategies for term deposit subscriptions. By analyzing client demographics, financial status, and previous marketing interactions, we seek to identify key factors influencing customer decisions.

The dashboard will provide interactive visualizations that enable marketing managers to explore customer characteristics and improve targeting strategies. Our goal is to help financial institutions increase conversion rates, reduce unnecessary outreach, and enhance overall campaign efficiency through data-driven insights.

🎬 Demo

Give the demo a try yourself by clicking this link!

Please take a look at the GIF below for a quick demo of our dashboard!

💾 Installation Instructions

These steps will guide you through setting up and running the Student Academic Performance Dashboard.

  1. Clone the Repository to get a local copy of the project:

    git clone https://github.com/UBC-MDS/DSCI-532_2025_12_bank-marketing.git
    
  2. In your Terminal, move to the root directory of the project:

    cd path-to-root-directory-of-project
    
  3. Create the Conda environment from the environment.yml file:

    conda env create -f environment.yaml
    

    and activate it:

    conda activate dsci532
    
  4. In Terminal, run the app:

    python src/app.py
    
  5. After running the app, a URL (something like http://127.0.0.1:5000/) will be displayed in your terminal. Copy and paste the URL into your web browser to access the dashboard!

Tests

Run the following from the root directory to execute the tests:

pytest tests/

🛠️ Support

If you encounter a problem or have suggestions for improvement: - Open an issue in this GitHub repository We’ll review it right away!

🤝 Get Involved!

Interested in contributing? We’d love to have you!

💡 Let's build better marketing strategies with data-driven insights!

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Our Bank Marketing Dashboard helps financial institutions optimize their telemarketing strategies for term deposit subscriptions.

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