Data Strategy
Build a Data Strategy That Supports Growth and Compliance
Unify systems, prioritize initiatives, and plan with precision.
Our proven frameworks guide financial institutions through current state analysis, future-state planning, and roadmap creation—ensuring alignment across people, process, and platforms.
Explore Strategy
Data Risk Management
Mitigate Risk and Ensure Regulatory Readiness
Secure your data environment against threats and audits.
From governance frameworks to access control and audit preparation, we help banks and financial firms protect sensitive data and maintain compliance across regulations like SOX, GLBA, and PCI-DSS.
Explore Risk Management
Data Engineering
Build the pipelines that power finance.
Modernize architecture, automate integrations, and ensure data is delivered accurately and on time.
Data Engineering
Analytics & BI
Turn reporting into real-time insight.
Support smarter decisions across compliance, operations, and performance.
Analytics & BI
Data Governance
Establish control and clarity across your data.
Implement frameworks that define ownership, improve data quality, and ensure regulatory alignment.
Data Governance
Fractional Data Team
Expertise on-demand without the overhead.
Flexible, specialized teams for strategy, engineering, or analytics—ready to plug in and move fast.
Fractional Data Team
- Legacy core systems limiting integration
- Inconsistent regulatory reporting formats
- Manual reconciliation across accounts and ledgers
- Disconnected data across business units
- Low confidence in data for audits or decisions
- Limited real-time visibility into financial metrics
- Difficulty tracking data lineage and ownership
- Complex compliance obligations (SOX, GLBA, PCI-DSS)
- Overreliance on Excel and manual workflows
- Fragmented data governance frameworks
- Inability to scale analytics across departments
- Delays in customer or transaction insights
The Data Governance Blind Spots That Can Trigger an OCC MRA (and How to Fix Them)
Most banks treat data governance as a checkbox—but blind spots lead to fines. Find them, fix them, and build governance that actually works before the OCC steps in.
Third-Party Risk in Banking: Why It’s a Regulatory Hotspot
As banks grow past the $50B mark, regulators intensify scrutiny on vendors—focusing on data access, security, and how well you manage third-party risk.
Data Governance vs. Data Security vs. Data Quality: Why Banks Can’t Afford to Confuse the Three
Confusing data governance, security, and quality is a costly mistake—especially for growing banks nearing the $50B mark.
Navigating Heightened Standards: What Growing Banks Need to Know
Crossing $50B in assets? The OCC raises the bar—no excuses, just compliance in cybersecurity, data governance, and continuity.
Did you know?
Using big data to the fullest can increase a business's operating margin by more than 60%
ImpactOur solutions
Pragmatic, practical, and laser-focused on providing exactly what our clients really need.
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360-Degree Customer, Portfolio, and Product Insights
We specialize in providing Financial Services companies with a holistic view of their customers, portfolios, and products. Our advanced solutions enable self-service analysis and reporting for stakeholders, including analysts, bankers, executives, and portfolio/client managers, fostering informed decision-making across all levels
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Streamlined Financial Data Integration
Our services automate the data cleansing, integration, and reporting process, incorporating data from diverse sources. These include SavingsTracker, Blackrock, Wall Street office, key market feeds like Bloomberg, S&P, Moody’s, Fitch, ICE, proprietary trading systems, and traditional ERP and Sales/RM systems. This comprehensive approach ensures a unified and accurate data landscape.
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Advanced Risk Management Analytics
We provide an in-depth analysis of various risk factors such as income verification, loss provisions, late repayments, and credit risk. Our approach enables financial institutions to understand better and manage the multifaceted aspects of financial risk.
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Enhanced Customer Analytics and Sales Performance
Leverage detailed customer data, including card usage, preferences, reward points, customer churn, satisfaction, and loan activity. We help build detailed customer profiles for more targeted marketing and tailored service offerings to boost sales performance and customer engagement.
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Investment and Portfolio Management Insights
Gain accurate, complete, timely insights into your investments and portfolio performance. Our analytics enable financial institutions to evaluate their current standing and identify areas for improvement and growth.
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Branch Performance Analysis
Utilize a combination of customer demographics, branch activity, geospatial data, and market activity to pinpoint underperforming branches. Our analytics help recognize trends, correlations, and outliers in large datasets, facilitating strategic adjustments and improvements across locations.
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Comprehensive Compliance Solutions
We aid in identifying and responding to risks, addressing regulatory requirements, and ensuring compliance. Our solutions are designed to help financial institutions navigate the complex landscape of financial regulations efficiently.
Data Empowerment for Financial Excellence
Unlimited Scalability
Supercharge your financial analysis with infinite scalability, ensuring you outpace competitors in the fast-evolving finance industry.
Our solutions empower you to handle vast datasets, providing insights that guide strategic decisions and customer-centric improvements.
Comprehensive Data Intelligence
Modernize your data approach with a dedicated financial data initiative, ensuring the delivery of trustworthy data for advanced analysis and precise forecasting.
As data-driven trends redefine the financial landscape, our expertise guides your organization in harnessing these changes for growth.
Actionable Analytics
Convert raw data into actionable insights, enhancing automation, risk management, and strategic decision-making within the financial sector.
Our analytics solutions empower you to stay ahead in the industry, delivering tailored offerings and experiences to customers.
Featured Blog
Enterprise Data Strategy: What is it? And why is it important?
According to a recent study, organizations that utilize data management resources, such as an enterprise data strategy, are 58% more likely to surpass revenue goals...
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Featured Case Study
Eliminating Data Silos saves Healthcare Payer nearly $4 MM yearly
Explore how Data Ideology helped a healthcare organization eliminate data silos and save $4 MM yearly with an updated system.
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