Data Consulting for Financial Services
Your portfolio analytics require manual assembly – and your compliance deadlines are met through heroic effort, not automation.
Automated portfolio reporting across asset classes, compliance submissions that build themselves, and risk aggregation that doesn’t depend on one analyst’s spreadsheet.
The Challenges
Problems we solve every day.
Portfolio analytics across asset classes requires manual assembly
Equities in one system. Fixed income in another. Alternatives in a spreadsheet. Your investment analysts spend Monday mornings pulling data from four platforms before they can start analysing – and the consolidated view is always a day behind the market.
Learn more →Compliance reporting deadlines are met through heroic effort
APRA submissions, AML reporting, and regulatory returns get done on time because your compliance team works weekends – not because the process is automated. One person’s absence would put a deadline at risk.
Learn more →Risk aggregation across business units is impossible in real time
Your risk team wants a consolidated view of exposure across lending, investments, and insurance. What they get is a quarterly report assembled from three different systems with three different definitions of "exposure."
Learn more →Integration
The systems we connect for financial services.
How We Work
Three steps to a data foundation that works.
The Data Blueprint
AI-Powered DiagnosticMaps every system, quantifies every gap, and delivers a costed roadmap with ROI already proven.
The Data Foundation
Your Single Source of TruthClean data, connected systems, and the priority capabilities that run on top — dashboards, automated reporting, and AI.
Data Command Centre
Monitor. Evolve. Scale.Ongoing management, monitoring, and evolution of your data infrastructure as your business grows.
Proof
Automated regulatory reporting and multi-source data consolidation
Automated
regulatory submissions
Real-time
consolidated reporting
Multi-source
data unification
For a regulated healthcare provider, we built automated compliance reporting with full audit trails and multi-source data consolidation. The same compliance automation approach – connecting source systems, validating data, and generating submission-ready reports – applies directly to financial services regulatory requirements.
A regulated services provider
Insights
Related reading.
Ready to sort your financial data out?
No sales pitch. No 90-slide deck. A direct conversation with the people who'll actually do the work.