Meeting unique market regulations and gaining clear views of portfolio performance is critical to client satisfaction, uniform operations, and steady growth, but requires location-tailored solutions. This worldwide wealth management leader is gaining faster, deeper operations insights at locations around the globe by harnessing the power of personalized, expert-led Azure data analytics installments.
Explore insightful blog posts from the BlueGranite team covering banking, insurance, and capital markets scenarios.
A global insurance giant is lauded by its clients for its custom coverage, product diversity and worldwide presence. The company’s specialized offerings in multiple markets have cemented its foothold as an industry trailblazer. In an attempt to modernize its operations, the insurer had embarked on a multiyear effort to develop its data warehouse and self-service BI system – one that integrated a large number of different data points from across the entire organization. But as the system had grown, so had its complexity.
For money management firms, making the most of every dollar is critical to maintaining a good reputation with customers. For one global finance leader, this was especially true; from wealth management to life insurance, this firm was directing trillions of dollars in customer assets. To earn — and keep — their customers’ trust, this company needed help finding a solution to streamline the reporting process and cut costs.
A well-known national banking institution, with over a century of experience and a focus on integrity, sought to measure the impact that its Card Fraud Prevention Program was having on overall client satisfaction and retention. They also wanted to measure the success of this program in relation to the impacts on their clients and respond rapidly to changes in fraudulent behaviors or to rules which may have lost their effectiveness.
Lending today is high-risk, high-reward and only those with the best insights will weather the storm. Thanks to modern AI, default expenses can be reduced with improved loan risk analysis to predict the likelihood a loan will default. This form of evaluation extends beyond the loan credit history to the individual.
Jon Gore is BlueGranite's U.S. Financial Services Lead, working with our largest accounts within insurance, banking, and capital markets on modern data platform, modern BI, and AI solutions. Jon has worked within the industry for 20+ years, first with Hyperion and then as a Data & BI Specialist at Microsoft.