Development of a Cloud-Based Data Analytics and Visualization Platform for a Financial Services Firm

The client struggled with disparate data sources, limited real-time reporting, and inefficient workflows that hinder timely decision-making. Existing systems lacked integration, resulting in manual data consolidation and reporting delays, impacting operational efficiency and strategic insights.

A mid-sized financial institution seeking to enhance data access, reporting, and decision-making capabilities through a centralized analytics platform.

• Implement a scalable cloud-based analytics platform to centralize data collection from multiple sources.
• Enable real-time dashboards and reporting to facilitate prompt decision-making.
• Automate data processing workflows to reduce manual efforts and errors.
• Improve data security and compliance with industry standards.
• Achieve measurable improvements in reporting speed and accuracy.

• Secure data ingestion pipelines for multiple data sources, including transactional and external datasets.
• Automated data transformation and cleansing routines to prepare data for analysis.
• Real-time analytics engine supporting live data updates.
• User-friendly, customizable dashboards with drill-down capabilities.
• Role-based access control to ensure data security.
• Automated report generation and distribution modules.

• Core banking and transaction systems for data extraction
• CRM and customer data platforms
• Regulatory and compliance monitoring systems
• Existing internal data warehouses

• System uptime of 99.9%
• Data latency under 1 minute for real-time dashboards
• Data encryption both at rest and in transit
• Compliance with industry security standards (e.g., ISO, GDPR)
• Scalable architecture supporting at least 10x growth in data volume

The new analytics platform is expected to reduce report generation time from several hours to minutes, improve data accuracy, and empower the client with timely insights. These enhancements could lead to a 20% increase in operational efficiency, better compliance adherence, and more informed strategic decision-making.