Financial Services

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Sources: Federal Reserve 2013 Payments Study, SIFMA, and

Finding Actionable Signals in the Noise of Omni-Channel Customer Interactions, Transactions, and Risks

The volume, velocity, variety and veracity in consumer and business banking, and in the capital markets, will continue to accelerate.  Digital, mobile, social, technology, and regulatory mega-trends are creating new challenges and opportunities. Not only are business data and analytics capabilities essential to competitive financial services firms today, more and more often they comprise the actual products and services that are changing the industry.

Clarity helps leading financial services firms improve business results through data and analytics: 

  • Customer precision in sales and marketing—across internal and external sites
  • Omni-channel optimization of customer interactions, transactions, and care
  • Product research and development—including information-based products and services
  • Risk management—market, financial, operational, and reputation
  • Regulatory compliance—managing the myriad of shifting governing bodies and rules
  • Business data exploration, visualization, and discovery analytic capabilities
  • Operational, guided, and in-memory analytic dashboard applications
  • Predictive and descriptive statistics, operations research, and data mining services
  • Massive and real-time data integration and management solutions
  • Data warehouse consolidation, modernization, and economic scalability
  • Enterprise-class leverage of “Big Data” technologies for storage, processing, and analytics
  • Technology research, evaluation, and selection
  • Organizational development and process improvement—governance, quality, and use
  • Business strategy- and capability-driven roadmaps, architecture, and execution


Learn More About Our Clients’ Success

  • Master Plan Improves Speed and Supports Business Analytic Needs - The Challenge: This financial services company wanted to  enhance its data and analytics environment. They sought expertise to build a master plan and roadmap to implement a modern BI and data infrastructure platform to support management, branch and customers’ business...
  • Analytics Platform Replacement Delivers Faster Time to Market and New Products for Credit Reporting Agency - The Challenge: This credit reporting agency’s analytics platform was nearing capacity, unable to house critical information for next-generation analytics, and slowing its ability to get new products to market.  Multiple analytics groups spent significant effort and time acquiring the same...
  • Mature Strength Hadoop® Requires Precision - The Challenge: This Client was looking to upgrade its legacy data management platform.  As their assets under custody continued to grow, the solution needed to be scalable and flexible to handle the information management and data processing workloads associated with...
  • Multi-Year Strategy Aligns to Analytic Priorities - The Challenge: This large personal and business insurance client engaged Clarity on an enterprise-wide business-transformation initiative to replace core policy administration and billing systems, while expanding and evolving its Business Intelligence (BI) environment to enable true business analytics capabilities. The...
  • Measuring & Improving Marketing Effectiveness - The Challenge: A large financial services and insurance company needed to better understand marketing effectiveness and customer behavior. The client had no way to measure the effectiveness of targeted, multi-channel integrated marketing campaigns (web, face-to-face, mobile platform, social media, outbound...
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