Financial Services

Exploring Innovative Ways to Delight Customers through Intelligent Banking Solutions

We hope you enjoy this collection of resources for Banking, Insurance, and Capital Markets. Keep an eye on the BlueGranite Blog for updates on utilizing Microsoft Data & AI for customer analytics.

Digital Transformation in Financial Services

MagGlass

Customer 360

Analytics

Maximize your customer retention by predicting customer churn. Leverage a full-circle behavioral view of the consumer to drive relevant, contextual offers and recommendations. BlueGranite can enhance reporting, provide managers with a list of clients to target with retention efforts, and identify former prospects to work to win back. These crucial insights maximize customer preservation and accurately pinpoint marketing efforts.
TransformIdea

Personalized Marketing

Cross-sell / Up-sell

Create personalized marketing campaigns to build brand recognition and speak to individual target audiences. Drive brand promotion and improve customer experience using Machine Learning and artificial intelligence. Benefits of this type of modern marketing approach include increased open rates, and page views, as well as shorter sales cycle times and lower overall marketing costs.
ProjectionChart

Risk Management

Data Availability

Unify data from across legacy applications and deploy mission-critical compute power to respond faster and more accurately to changing markets. Create long-term data views and manage holdings risk based on history, rather than relying on intuition coupled with scant data. Expand investment options and opportunities, including the increased ability to invest in emerging markets.

Featured Case Study

MODERN DATA PLATFORM LIGHTS UP VALUED CUSTOMER 360 INSIGHTS

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.

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KEY RESULTS:

  • 200+ metric calculations infused in semantic layer, utilizing in-memory analytical capabilities of Azure Analysis Services
  • Scalable Azure Data Lake Storage & Azure Synapse SQL Pool
  • Repeatable, flexible ELT framework with ADF
  • Rapid analytics through Azure Databricks reliable, high-performance platform
  • Interactive data visualization and reporting with Power BI

FINANCIAL SERVICES BLOG POSTS

Explore insightful blog posts from the BlueGranite team covering banking, insurance, and capital markets scenarios.

FINANCIAL SERVICES SOLUTION BRIEFS

Universal Insurer Looks at Speed and Flexibility of Cloud BI Platform

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.

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Asset Manager Migrates from Mainframe to Modern Data Platform

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.

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Optimized Fraud Detection Efforts Improve Client Satisfaction using Power BI

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.

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FEATURED VIDEO:

AZURE MACHINE LEARNING LOAN RISK ANALYSIS

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.

 

SHOWCASE:

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