Analytics for Financial Services
Executive scorecards, risk reporting, operational dashboards, and fraud analytics for banks, credit unions, wealth managers, and insurers.
Illustrative outcome targets · results vary
47%
Illustrative false-positive reduction
2.4×
Illustrative investigator throughput
80 hrs/wk
Illustrative time recovered
420%
Illustrative Year-1 ROI
Common challenges
What we hear most
- Executive scorecards assembled manually every month.
- Risk and compliance reporting locked in Excel and legacy systems.
- Fraud triage relies on spreadsheets and missed SLAs.
- Advisor and portfolio performance data is fragmented across custodians.
Integrations
Systems we connect
KPIs we deliver
The metrics that move your business
NIM
Loan-to-Deposit
Deposit Growth
Loan Portfolio Quality
AUM
Net Flows
Client Retention
Fraud Loss Rate
Loss Ratio
Combined Ratio
Time to Quote
Regulatory SLA %
Sample dashboards · demonstration data
What you can expect
Executive Scorecard
Board-ready view of deposits, loans, AUM, and P&L with drill-down by product and region.
Risk & Compliance
Portfolio concentration, exceptions, and regulatory reporting with full audit trail.
Fraud Analytics
Real-time anomaly scoring with explainable AI to accelerate investigator throughput.
Packaged offerings
Pick a starting point
Starter
$299 / mo
- 1 executive dashboard
- Multiple data source connections, scoped during implementation
- Monthly data refresh
- Interactive dashboard
- Power BI or Excel reporting
Professional
$699 / mo
- Up to 5 interactive executive dashboards
- Data source connections defined in scope
- Automated ETL workflows
- Scheduled data refreshes
- AI-assisted insights where the data and use case support it
Enterprise
Custom
- Dashboards defined in scope
- Data sources defined in scope
- Enterprise data warehouse
- AI automation workflows
- Custom ETL pipelines
Ready to unlock the data in your business?
Book a free 30-minute consultation. We'll map your current systems and share exactly where we'd start.
Book a Free 30-Minute Discovery Call