Financial institutions are overwhelmed by siloed client data, manual compliance processes, and fragmented risk views. We unify your financial data into a single intelligence layer that drives client insights, manages risk, and ensures regulatory compliance.
The Reality
Financial institutions aren't failing because they lack data. They're failing because the data is trapped in legacy systems, manual processes, and disconnected platforms. These problems compound, and they're costing you in compliance risk, missed revenue, and client attrition.
CRM, core banking, wealth platforms, and advisor tools all hold pieces of the client picture. No single view exists, so relationship managers fly blind.
Your compliance team spends weeks pulling data from disparate sources, validating in spreadsheets, and formatting reports, with every cycle carrying audit risk.
Risk reports are generated end-of-day or end-of-week. By the time leadership sees them, market conditions and client exposures have already shifted.
New regulatory requirements land quarterly. Each one adds manual processes, new data requirements, and more reporting obligations that strain existing teams.
You can track AUM and revenue at the book level, but can't measure advisor productivity, client engagement quality, or next-best-action effectiveness.
Core banking and wealth management platforms were built decades ago. Extracting data for analytics requires custom integrations that break with every upgrade.
Portfolio management, trading, compliance, and client reporting tools don't share data natively. Reconciliation across systems consumes analyst hours daily.
By the time data is collected, cleaned, and analyzed, the opportunity has passed. Leadership needs real-time intelligence, not last month's report.
Our Expertise
Build unified client profiles that connect every touchpoint (accounts, transactions, interactions, and preferences), enabling relationship managers to deepen wallet share and deliver next-best-action recommendations.
Quantify and manage credit risk, market risk, and operational risk with advanced analytics: from real-time exposure monitoring to regulatory stress testing scenarios.
Automate the heavy lifting of regulatory reporting, from data extraction and validation to submission-ready outputs, with full audit trails and compliance dashboards.
Turn AUM data, fee structures, and pipeline activity into actionable revenue insights, giving leadership real-time visibility into performance, forecasts, and advisor productivity.
AI-Powered
Go beyond dashboards. Our AI capabilities continuously monitor risk, detect fraud, predict churn, and automate compliance, turning financial data into proactive decisions.
AI-Powered Fraud Prevention
Machine learning models that analyze transaction patterns in real time, flagging anomalies and suspicious activity before losses occur, continuously learning from new fraud vectors.
Intelligent Underwriting
AI-driven credit scoring that goes beyond traditional models, incorporating alternative data sources, behavioral signals, and real-time financial health indicators for faster, more accurate decisions.
Compliance Intelligence Agent
An AI agent that continuously monitors regulatory updates, assesses impact on your reporting obligations, and flags required changes, so your compliance team is never caught off guard.
Retention Intelligence
Predictive models that identify at-risk client relationships early, analyzing engagement patterns, transaction trends, and sentiment signals to trigger proactive retention actions.
Our Process
A proven 5-step methodology refined across 60+ financial services engagements, designed for regulated environments where accuracy and auditability are non-negotiable.
We map your financial data landscape (client systems, risk platforms, compliance tools, and reporting workflows), identifying gaps, redundancies, and quick wins.
We design your unified financial intelligence architecture: data models, integration patterns, governance frameworks, and a phased delivery roadmap aligned to your priorities.
We build the data pipelines, unify client profiles, deploy risk models, and create compliance dashboards, integrating with your existing systems without disruption.
We deploy analytics into production with rigorous validation: model accuracy testing, compliance verification, user acceptance testing, and performance benchmarking.
We continuously monitor model performance, recalibrate risk analytics, update compliance reports, and expand coverage, ensuring your intelligence layer evolves with your business.
Financial Tech Stack
We don't force you onto a single platform. We orchestrate the right combination of analytics, data, and financial technology tools to build your unified intelligence layer.
Salesforce Financial Services Cloud
Snowflake
Databricks
Tableau
Power BI
Python
Bloomberg API
Salesforce Data Cloud
+ native connectors to core banking, wealth management & compliance platforms
How We Work
Pick the engagement model that fits where you are. All engagements include a dedicated financial analytics lead and a clear outcome definition.
Ideal for: Institutions needing clarity on their data landscape
A 2-week deep-dive into your financial data ecosystem (client data quality, reporting gaps, risk data lineage, and compliance readiness), with a prioritized remediation roadmap.
Ideal for: Institutions ready to consolidate and modernize
A full analytics build, from client data unification and risk modeling through to compliance dashboards and revenue intelligence, delivered in 8-12 weeks with a dedicated financial analytics team.
Ideal for: Teams that want ongoing expert financial analytics
We embed as your financial analytics Center of Excellence: continuous model monitoring, compliance reporting, dashboard evolution, and a dedicated analytics partner on call.
Case Study
A digital-first bank was losing time to fragmented marketing data and manual reporting across email, SMS, and push channels. Decision Foundry unified 20M+ records on Salesforce Marketing Cloud Intelligence cutting data refresh time by 91% and eliminating all manual reporting effort.
Read the full case studyLess compliance effort
Unified · Automated · AI-Powered
Connected Services
Financial intelligence doesn't exist in isolation. These foundational services underpin every analytics, compliance, and AI solution we deliver.
Unify, cleanse, and activate your financial data across platforms, building the foundation every analytics and compliance stack depends on.
Data EngineeringTurn financial data into dashboards, scorecards, and interactive reports that drive faster, smarter decisions across the institution.
Data DashboardingDeploy AI models for fraud detection, credit scoring, and client intelligence, with governance frameworks built for regulated industries.
AI ServicesCommon Questions
Eight workstreams. (1) Client 360 & relationship intelligence. (2) Risk analytics & modeling. (3) Regulatory reporting & compliance. (4) Revenue intelligence. (5) Fraud detection ML. (6) AI-powered fraud prevention. (7) Credit scoring automation. (8) Intelligent underwriting. Cross-stack credentials across Salesforce Financial Services Cloud, MCI, Tableau, Snowflake, Databricks.
Compliance is foundational. We design data platforms with PII segmentation, role-based access, audit logging, encryption-at-rest-and-transit, and regional data residency. We work with audited Snowflake / Databricks tiers and Salesforce Financial Services Cloud for client data. Compliance work is woven into the architecture from day one, not added later under audit pressure.
Our practice covers all three with the deepest concentration in commercial banking and wealth management. We also serve insurance (underwriting analytics, claims ML, customer retention), investment management (portfolio analytics, client communication automation), and fintech (digital onboarding, transaction analytics, fraud ML).
Focused engagements (one workload, e.g., Client 360 dashboards or fraud detection ML) typically run 3-6 months. Enterprise programs (compliant platform + multiple analytics + ML workstreams) run 6-12 months. Regulatory validation and model risk management cycles add time vs less-regulated industries; we plan for them.
Yes. Common patterns: extracting from core banking systems (FIS, Fiserv, Jack Henry) into Snowflake / Databricks for analytics; integrating Salesforce FSC + MCI for client engagement; combining transaction data with external risk feeds (Bloomberg, Reuters) for risk modeling; building model-risk-managed ML on Databricks with Unity Catalog governance.
Cross-stack credentials + financial services delivery experience: Salesforce SELECT (with FSC depth), Snowflake Select Partner, Databricks Premier (model-risk-managed ML capability), Microsoft Solutions Partner. Industry-specific accelerators for Client 360, fraud ML, and regulatory reporting automation.