Financial Services

Explore innovative ways to engage customers through Data & AI 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.

Featured case study

Easy Access to Relevant Data Gives Insurer Strategic Advantage

As the asset administration branch of a large insurer, a privately owned investment oversight group has undergone several periods of growth over the years, but possibly none more massive and rapid than that of the past decade. Its latest series of rapid acquisitions burdened the business with multiple data source systems. That made easy access to combined and consistent data a struggle.
This wealth management subsidiary needed a streamlined, efficient way to access and analyze information vital to its success. It knew that required giving its strategy and risk group clear insight into what investment tactics were working, and why. It brought BlueGranite in to help achieve this visibility goal. The blood, sweat and tears of the project included merging and cleansing data from the group’s numerous resources.



  • Utilized SQL Server for staging and modeling the client's source system data into data marts so that we could provide a single source of truth to users.

  • Data integration solution to extract, transform, and load (ETL) data into data marts. This provides a modularized and systematic way of loading data for easy administration and maintenance.

  • SSAS Tabular models have also been developed so that data analysis could be done using multiple visualization tools while keeping consistent across reports.


insurer looks at speed of cloud bi

Universal Insurer Looks at Speed and Flexibility of Cloud BI Platform

Clients prize a global insurance giant for its custom coverage, product diversity and worldwide presence. Specialized offerings in multiple markets have cemented the company’s foothold as an industry trailblazer. When leaders here wanted to increase service speed and agility, they explored the possibility of expanding their business intelligence platform to the cloud.


financial services firm improves data with power bi

Financial Services Firm Improves Data Governance with Power BI

Accuracy is crucial when it comes to managing money – especially when tackling hundreds of millions of dollars in annual revenues. A U.S.-based financial services powerhouse monitors its money and operations with precision, but the complex process was recently on the verge of becoming a major headache. The company’s services division handles all efforts from the consumer banking department, including checking, loans, and wire transfers. To better understand the function and performance of each department under its umbrella, the services division was tracking over 600 metrics manually every month. As the company grew, so did the data – adding more complexity.


self service bi project

Savings from First Self-Service BI Project Spur Other Cost-Cutting Studies

Waiting on developers for crucial business insights can be costly. That’s why the internal spending and accounting division of a U.S.- based insurance trailblazer decided to take matters into its own hands. The forward-thinking group made the decision to step off the reporting treadmill – that endless cycle of business users asking developers for reporting revisions, waiting weeks for request fulfillment, then starting the cycle over by asking for additional changes. In the process of forging a new path, it discovered major savings.



Predicting Customer Churn

Learn about the value of predicting customer churn rates with historical data

In today's competitive market, maintaining a high customer retention rate is critical to success. Understanding when a customer may be at risk to break ties with your organization could help you take a more targeted approach to relationship management, effectively plan for future financial impact, and even prevent the loss of customers in the first place.

Using the right tools, it is possible to proactively plan for customer churn by analyzing historical data from previous and existing clients. In the webinar recording below, we demonstrate the value of customer churn prediction as well as discuss how to accurately predict which customers are likely to turn over.



  • Discuss industry use cases for customer churn in banking and more
  • Learn how to utilize historic customer data for use in the churn prediction
  • Understand how to identify the root causes of churn and potentially prevent loss of customers