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

We’ll help you with the entire data and analytics lifecycle—from strategy to implementation—so you can make sense of your data and use it to solve complex business problems.

Data Strategy

Thriving with your data starts with a solid strategy. We help you develop a long-term, guiding plan that defines the people, processes, and technology you need to put in place so you can start using your data to achieve your business goals.

Data Management

Cloud-based, on-premises, and hybrid–we build secure and flexible data architectures to serve as the foundation you need to take advantage of all of your data.


We implement modern BI solutions so you can automate manual processes, turn data into insights, improve data quality, clearly communicate complex data, and predict trends and behavior.