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.
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.
Featured Customers
From Fortune 500 companies to innovative, fast-growing companies, we help our clients make the most of their data.
Data & Analytics Insights and Resources
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