What We Do

Built for financial services.
Not repurposed for it.

Every service we offer is grounded in the specific data challenges banks and fintechs face. We don't repackage generic analytics consulting — we deliver solutions built around how financial institutions actually work.

Signature Service

Client Profitability & Customer Strategy

We build end-to-end client profitability models that allocate revenue, cost of funds, credit risk, and operating costs to individual customers and segments — giving your leadership team a true P&L view at the relationship level.

Deliverables include

Relationship-level P&L attribution
Funds transfer pricing (FTP) frameworks
Segment and product-level margin analysis
Risk-adjusted return on capital (RAROC)
Customer lifetime value (CLV) modeling
Retention and growth opportunity scoring

Core Service

Regulatory & Risk Reporting

Automated, auditable reporting pipelines for stress testing, capital adequacy, liquidity reporting, and other regulatory requirements — built on platforms your examiners trust.

  • CCAR / DFAST stress testing models
  • Basel III/IV capital reporting
  • CECL allowance calculation pipelines
  • Liquidity and ALCO dashboards

Core Service

Financial Performance Analytics

Connect your finance, treasury, and business teams to a single version of the truth — net interest margin, fee income analysis, efficiency ratio, and forward-looking FP&A.

  • NIM and NII analysis
  • Fee income & product profitability
  • Branch / channel performance
  • Executive and board dashboards

Core Service

Fintech Data Infrastructure

Modern cloud data stacks purpose-built for fintech growth — real-time transaction pipelines, fraud analytics, cohort analysis, and investor-grade reporting.

  • Real-time event streaming (Kafka / Kinesis)
  • User cohort & retention analytics
  • Fraud and AML feature engineering
  • Investor KPI dashboards

Core Service

Enterprise BI & Visualization

Production-ready Tableau and Power BI environments with governance, row-level security, and self-service capability designed for financial institutions.

  • Tableau Server / Cloud administration
  • Power BI Premium & Fabric deployments
  • Row-level security and entitlements
  • Training and analyst enablement

Core Service

Data Platform Implementation

End-to-end Snowflake and Oracle deployments — from warehouse architecture and core banking data ingestion through governed self-service analytics.

  • Snowflake warehouse design & optimization
  • Oracle ADB / OAC implementations
  • Core banking data extraction & integration
  • SQL transformation pipelines & data modeling

How we work

A proven engagement model.

01

Discovery & Assessment

We map your data landscape, understand your business model, and identify the highest-value analytics opportunities.

02

Strategy & Architecture

We design the right platform stack, data model, and implementation roadmap — built around your specific regulatory and business context.

03

Build & Implement

Our consultants deploy pipelines, models, and dashboards. We work alongside your team throughout, not in isolation.

04

Enable & Optimize

We train your team, document everything, and tune for performance — so you own the solution and can grow it independently.

Ready to get started?

Let's build something that changes how you see your clients.

Whether you're starting a client profitability initiative or modernizing your entire data infrastructure, we'd love to learn about your challenges.