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Count on us to be a resource for you. Our webinars equip you with data and analytics best practices and expert insights about the industry. You can also find us guest speaking at industry conferences and user group meetings.
To thrive with your data, your people, processes, and technology must all be data-focused. This may sound daunting, but we can help you get there. Sign up to meet with one of our analytics experts who will review your data struggles and help map out steps to achieve data-driven decision making.
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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.
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.
Analyze risk factors across various dimensions, like income checking, loss provisions, late repayment, and credit.
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.
Get accurate, complete, and timely views of investments and portfolio performance to see how you’re doing and identify areas to improve.
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.
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.
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.
