About Ticking Trend

We exist to help banks
see their data clearly.

Ticking Trend is a financial analytics and data science consulting firm. We specialize in helping banks, credit unions, and fintechs build the analytics capabilities they need to understand their clients, manage their risk, and grow profitably.

50+
Platform Implementations
12+
Years in Financial Services
$2B+
in Client Assets Modeled
100%
Client Retention Rate

Our Focus

Why we focus exclusively on
financial services

Financial institutions face data challenges that are fundamentally different from other industries. Regulatory constraints shape what data can be stored, how it must be governed, and what it must prove. Products like deposits, loans, and payments create complex interdependencies in cost allocation.

Generic analytics consultants can implement a Snowflake environment or build a Tableau dashboard. What they can't do is navigate the data models inside FIS, Fiserv, Finacle, Finastra, or Oracle FLEXCUBE — let alone translate that data into a client profitability framework that survives audit scrutiny.

That's what we built Ticking Trend to do. We understand the data locked inside your core banking system and we know exactly how to get it into Snowflake, Oracle, Tableau, or Power BI — structured correctly for the analytics your business needs.

Core Banking Expertise
Deep knowledge of FIS, Fiserv, Finacle, Finastra, and Oracle FLEXCUBE data models — not just the surface APIs.
Financial Domain Knowledge
We understand FTP, RAROC, CECL, CCAR, and Basel not as acronyms but as the actual analytics problems we solve daily.
Regulated Environment Experience
We build for auditability, data governance, and examiner scrutiny from day one — because that's what financial institutions require.
Practitioner Mindset
Our team has operated inside banks and fintechs. We know what success looks like because we've built and run these systems ourselves.
Our Signature Practice

Client Profitability & Customer Strategy

Most banks know their product P&L. The ones that win know their client P&L.

Relationship-Level P&L

We build models that allocate revenue, cost of funds, operating expenses, and risk charges to individual client relationships — not just product lines.

Funds Transfer Pricing

We design and implement FTP frameworks that accurately reflect the internal cost of funds for each product and the contribution of each business unit.

Customer Strategy Insights

We turn profitability data into strategy — identifying high-value clients to deepen, relationships to reprice, and segments with untapped growth potential.

Our Principles

How we work

The principles that guide every engagement we take on.

Results, Not Recommendations

We don't hand off a slide deck and disappear. We measure success by whether your analytics actually perform in production — and we stay until they do.

Financial Services First

We bring specific, hard-won expertise in banking and fintech analytics — client profitability, regulatory capital, FTP, CECL — that generalist data firms simply don't have.

Technology-Agnostic Advice

We're not incentivized by any platform vendor. Every recommendation is based solely on what fits your business, your team, and your data — not a software partnership.

Partnership, Not Dependency

We build your team's capability alongside building your systems. When an engagement ends, you own, operate, and extend everything we've built — without needing us.

Regulatory Credibility

We understand the data governance, audit trail, and compliance requirements that come with being a regulated financial institution. We build systems your examiners can trust.

Client Profitability Specialists

Our signature practice — relationship-level P&L, FTP, RAROC, and customer strategy — is one of the highest-value and hardest-to-execute analytics programs in banking. We've built these models before.

Our Clients

Who we serve

We work across the financial services spectrum.

Community & Regional Banks

We work with institutions running FIS, Fiserv, and Finastra cores — extracting and modeling data to deliver enterprise-grade client profitability and financial performance analytics at an accessible cost.

Large National Banks

Solving complex multi-core data architecture and client profitability challenges at scale — including institutions running Finacle, Oracle FLEXCUBE, or parallel core environments.

Credit Unions

Helping member-owned institutions — typically on FIS or Fiserv platforms — understand which relationships drive value and improve retention for their most important members.

Fintech Companies

Building modern cloud data stacks from the ground up on Snowflake, with Tableau or Power BI analytics — including integrations with partner bank cores for embedded finance products.

Ready to get started?

Ready to see your clients differently?

Let's start with a conversation about where you are and what you're trying to build.

Email Us Directly