INDUSTRY 02

Financial Services & Insurance.

In financial services, the regulator, the actuary and the CFO all want different views of the same number. We make sure they get them — and that the numbers reconcile.

Sub-sectors

Regulatory reporting · FP&A automation · Risk modelling · Audit-ready data · ML scoring

Engagements

Specializations

DACH

Status

Actively serving

— Common business problems

What financial services and insurance leaders bring to us.

Recurring patterns we see in insurance, banking and asset management. Regulatory complexity is high; reporting must be accurate, auditable and fast.

Problems we solve

Regulatory reporting complexity (Solvency, IFRS)
Fragmented customer and transaction data
Manual risk and compliance reporting
Legacy BI tools at end of life
Slow month- and quarter-end close
Inconsistent KPIs between actuarial and finance

Solutions we build

Governed reporting layer with lineage
Compliance and regulatory dashboards
Data warehouse modernization
KPI governance & data quality rules
Secure analytics with role-based access
CFO and FP&A cockpits

Example KPIs

Combined ratio, claims ratio
Solvency Capital Requirement (SCR)
Customer lifetime value
Fraud detection rate, claim cycle time
IFRS reporting close time
Cost-to-income ratio

Discuss regulated analytics →

— Common challenges

What financial leaders bring to us.

Recurring patterns across engagements. Each is solvable. None is solved by a slide deck alone.

Legacy reporting platforms past end-of-life
Slow close cycles and manual reconciliations
Regulatory reporting under pressure
Pricing and segmentation models needing modernization

— Case studies

Selected work in Financial Services & Insurance.

Engagement details below. Specific clients, financials and architecture diagrams shared under NDA.

Insurance · 2024–2025

200 dashboards migrated from Power BI to Grafana

SQL · Grafana API · Power Automate · SharePoint

Migrated 200 Power BI dashboards to Grafana. Created CIO-level dashboards. Enabled dynamic parameterization, auto-refresh and row-level security. Conducted training and workshops across departments.

Operational dashboards moved off licensed BI for cost savings. CIO visibility unified.

Insurance · 2024–Present

Project portfolio automation

Power Automate · Power Apps · MS Lists · SharePoint

Automated project portfolio management processes. Power Automate flows for status tracking across <100 departments. Power Automate App for project submissions. Modernized data collection with MS Lists.

PMO admin time cut roughly in half across the participating departments.

Insurance · 2019

Insurance analytics platform with ML

Python · scikit-learn · Power BI

Developed an insurance analytics platform. Built predictive customer segmentation models in Jupyter Notebooks. Designed dashboards and held workshops with the sales department.

Customer segmentation moved from intuition-driven to model-driven.