Financial Services Industry

Power BI for Financial Services & Banking

SOC 2 and SEC-compliant Power BI implementations for banks, investment firms, insurance companies, and fintech organizations. We deliver risk analytics, regulatory reporting, and real-time trading dashboards.

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Compliance:SOC 2 Type IISEC RegulationPCI DSSBasel IIIDodd-FrankFINRA

Financial Services Data Challenges We Solve

SOC 2 Type II compliance for data handling and access controls
Real-time data refresh for trading desks and risk management
Multi-entity consolidation across subsidiaries and funds
SEC and FINRA regulatory reporting automation
Integrating Bloomberg, Reuters, and market data feeds
Row-level security for client portfolio data isolation

Financial Services Power BI Use Cases

Proven analytics solutions tailored to financial services industry requirements and workflows.

Risk Analytics

Market risk, credit risk, operational risk, and liquidity risk dashboards with VaR calculations, stress testing, and scenario analysis.

Regulatory Reporting

Automated SEC filings, Basel III capital adequacy, CCAR stress testing, and anti-money laundering (AML) compliance reporting.

Trading Analytics

Real-time P&L, portfolio performance, trade execution analysis, and market data visualization for front-office traders and portfolio managers.

Customer Analytics

Customer lifetime value, churn prediction, cross-sell/upsell analytics, and segment profitability for retail and commercial banking.

Fraud Detection Dashboards

Transaction monitoring, anomaly detection visualization, SAR filing tracking, and fraud investigation case management.

Insurance Analytics

Claims analytics, loss ratios, actuarial dashboards, underwriting performance, and policyholder retention analysis.

Financial Services Power BI FAQ

How does Power BI handle SOC 2 compliance for financial data?
Power BI in Microsoft 365 and Azure is SOC 2 Type II certified. We implement additional controls including row-level security for client data isolation, sensitivity labels for classification, DLP policies to prevent data exfiltration, and comprehensive audit logging for compliance evidence.
Can Power BI handle real-time trading data?
Yes, using Power BI streaming datasets and Microsoft Fabric Real-Time Intelligence, we deliver sub-second dashboard updates for trading desks. For enterprise deployments, we architect DirectQuery connections to real-time data warehouses and implement push datasets for streaming scenarios.
How do you handle multi-entity financial consolidation in Power BI?
We design star schema data models that support multi-entity consolidation with inter-company elimination rules, currency translation, and entity-level security. The architecture supports drill-through from consolidated views to entity-level detail.
Can Power BI replace our existing regulatory reporting tools?
Power BI excels as a regulatory reporting visualization and analysis layer. We integrate with data warehouses that contain regulatory data (Basel III, CCAR, AML) and build interactive dashboards that complement existing filing systems while providing the analytical depth regulators demand.

Other Industries We Serve

HealthcareManufacturingGovernmentEnergy & UtilitiesRetail & E-Commerce

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