Financial Services Analytics

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


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.

We have built analytics solutions for the most demanding and innovative financial services firms in the world to drive profitability, gain a deep understanding of their 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.


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

What We Do

Analytics8 is a full-service data analytics consulting agency. We implement the best solution to transform your organization with data-driven decisions.



Implementing new data and analytics solutions can be expensive and time consuming. Our team of experts will build and deploy the foundation, architecture, and data analytics you need to set your teams up for success.


Avoid business disruption by engaging our data analytics consulting expertise for the delicate task of moving you away from legacy data solutions, and fast-tracking you to modern cloud-based platforms that promote innovation.

Data Team as Service

Fill talent gaps at any level within your organization and get ongoing support from our highly specialized team of data experts, including CDOs, data engineers, data architects, project managers, and business analysts.