Financial Institution (FI) Insights: Transforming Financial Data Analytics

Financial Institution Insights: Transform Financial Data into Actionable Strategies for Financial Institutions

Our cutting-edge data analytics platform is specifically designed to empower your financial institutions, including banks and capital markets firms. It addresses the growing need for actionable insights by transforming raw financial and operational data into user-friendly, interactive dashboards. With FI Insights—powered by Power BI, Dynamics 365 Sales, and Dynamics 365 Customer Insights—you can leverage data to improve decision-making, streamline operations, and optimize profitability.

Who Benefits from FI Insights?

FI Insights is designed to help you tackle key challenges like fragmented data, manual reporting, and lack of predictive insights. It consolidates financial, customer, and operational data into a unified, user-friendly platform, providing actionable insights for better decision-making.

Key Issues Addressed:

• Data Fragmentation: Integrates data from core systems, CRMs (including Dynamics 365 Sales), and third-party platforms for a complete view of performance.
• Manual Reporting: Automates reporting tasks using Power BI, saving time and reducing errors.
• Lack of Predictive Capabilities: Uses AI, machine learning, and Dynamics 365 Customer Insights to forecast trends, identify risks, and improve decision-making.

Value Proposition:

Financial institutions face mounting pressure to adapt and thrive in a competitive market. FI Insights provides:

• Speed to Market: Rapid deployment ensures quick access to actionable insights.
• Unified Data Platform: Centralizes multiple data sources, including Dynamics 365 Sales and Customer Insights, for a complete institutional view.
• Advanced Analytics: AI-powered tools uncover trends, risks, and opportunities.
• Operational Efficiency: Automates reporting with Power BI to reduce time and costs.
• Strategic Decision Support: Tailored dashboards enable data-driven planning and enhanced profitability.

Key Features:

• Intuitive Dashboards: Visualize complex data with easy-to-read charts and graphs powered by Power BI.
• Predictive Analytics: Leverage Dynamics 365 Customer Insights and advanced forecasting models to anticipate customer behaviors, loan performance, and market trends.
• Customer Insights: Gain a deeper understanding of customer behaviors, preferences, and segmentation with Dynamics 365 Customer Insights to improve engagement and service offerings.
• Cost Management: Monitor and analyze operational costs to identify areas for savings and process optimization.
• Regulatory Compliance Support: FI Insights aids in meeting reporting and compliance standards efficiently.

Why Choose FI Insights?

We leverage extensive financial industry expertise and advanced technology—including Power BI, Dynamics 365 Sales, and Dynamics 365 Customer Insights—to deliver solutions tailored to financial institutions. FI Insights focuses on resolving the specific challenges faced by banks and credit unions, moving beyond the limitations of generic analytics tools.

Customizable Implementation:

FI Insights is an affordable, subscription-based platform offering rapid deployment for quick access to insights. Designed to reduce upfront costs, it provides continuous updates and scalability. We tailor the solution to your data needs, ensuring it aligns with your business goals.

Use Cases:

1. Improve loan performance visibility.
2. Enhance customer engagement through data analysis with Dynamics 365 Customer Insights.
3. Automate processes and reporting using Power BI to reduce costs.
4. Simplify compliance with centralized reporting.

FI Insights by RSM provides your financial institution with a transformative data analytics solution that drives strategic decision-making and operational excellence. Through intuitive dashboards, predictive analytics, and customizable reporting, FI Insights empowers you to meet customer expectations, enhance profitability, and remain competitive in an evolving market.