Financial Services Analytics

Whether you’re a bank, brokerage, or wealth management firm, use your data to get ahead.

We have built analytics solutions for the most demanding and innovative financial services firms in the world.

In an industry awash with data, timely access to the right data can mean the difference between millions of dollars in profit or losses. Leading banks, wealth management firms, brokerages and exchanges, and credit card companies are beating out competition by using their data to manage risk, improve sales, and build stronger customer relationships.

Our data analytics consultants will help you drive profitability, gain a deep understanding of your customers and prospects, and calculate risk.

Data and Analytics Services for Financial Service Companies

We help financial services companies get a 360-degree view of their customers, portfolios, and products so they can make better decisions for all stakeholders. Our solutions promote self-service analysis and reporting for analysts, bankers, executives, and portfolio/client managers.

Internal and External Financial Data Integration

Automate data cleansing, integration, and reporting from all sources, including: SavingsTracker; Blackrock; Wall Street office; market feeds like Bloomberg, S&P, Moody’s, Fitch, and ICE; proprietary trading systems; and traditional ERP and Sales/RM systems.

Risk Management

Analyze risk factors across various dimensions, like income checking, loss provisions, late repayment, and credit.

Customer Analytics and Sales Performance

Use customer data like card usage, preferences, reward points, customer churn, customer satisfaction, and loan activity to build customer profiles so you can do more targeted marketing and create service offerings that will improve sales.

Investment and Portfolio Management

Get accurate, complete, and timely views of investments and portfolio performance to see how you’re doing and identify areas to improve.

Branch Performance

Combine customer demographics, branch activity, geospatial data, and market activity to identify under-performing locations. Quickly recognize trends, correlations, and outliers in huge datasets to understand what’s working and make the proper adjustments at other locations.

Compliance

Identify and respond to risks, address regulatory requirements, and ensure compliance.

What We Do

Analytics8 is your one partner to turn data and AI ambitions into measurable business value.

       

Strategy and Advisory

We turn data and AI ambition into executable strategy — aligning your priorities, resources, and investment to accelerate business value and ROI.


Data & AI Strategy | Data Team & Operating Model Design | Fractional CDO | Data Governance | Adoption & Enablement

Modernization

We’ll modernize your data foundation to support solutions that are future ready, scalable, and responsive — built to evolve as your needs (and data) grows.


Tech Selection | Data Platform Build | Platform Modernization | Tool Migration & Consolidation | Cost Optimization

Data & AI

We deliver end-to-end data and AI services — building, launching, and operationalizing solutions that turn insight into intelligent action.


Data Team as a Service | AI Readiness | Data & Analytics Engineering | Data Viz & Reporting | AI-Assisted Analytics

Data Monetization

We help you turn data into a growth engine — building the data monetization strategy and launching data products that create new revenue and differentiation.


Data Monetization Strategy | Data Product Design | Data Product Commercialization