Analytics for Financial Services
Executive scorecards, risk reporting, operational dashboards, and fraud analytics for banks, credit unions, wealth managers, and insurers.
47%
Fewer fraud false positives
2.4×
Investigator throughput
80 hrs/wk
Manual work eliminated
420%
Typical 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
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
Foundation
$1,499 / mo
- Executive scorecard
- Core banking or CRM integration
- Weekly refresh
- Regulatory report templates
Enterprise BI
$3,499 / mo
- Full BI suite
- Risk + operational dashboards
- Daily refresh with alerts
- Dedicated architect
- Data governance
AI Automation
Custom
- Fraud triage AI agent
- LLM document extraction
- Data warehouse buildout
- 24/7 support & SLA
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 Consultation