Power BI for Financial Services
Analyse and optimise
with Power BI
Make fast and informed decisions with Power BI in finance. Our experienced finance BI consultants will help you:
- empower your sales team with in-depth reports
- optimise efficiency in claims management
- combat fraud with analytics, AI, and data mining
Get your free Power BI assessment
Including advice on using Power BI for your goals.
Analyse and optimise with Power BI
Make fast and informed decisions with Power BI in finance. Our experienced finance BI consultants will help you:
- empower your sales team with in-depth reports
- optimise efficiency in claims management
- combat fraud with analytics, AI, and data mining
Get your free Power BI assessment
Including advice on using Power BI for your insurance goals.
Clients who use our BI expertise
Power BI Solutions for Finance
Influential is a team of BI experts with decades of experience in finance. We’ll help you align tools and processes to achieve transformative value with Power BI for Financial Services. Here are the benefits you can expect from our consultancy:
High performance
Monitor and improve performance in claim handling and customer service.
Faster insights
With Power BI, the days of manually searching for claims details are over.
Better protection
Gain actionable insights that help you detect fraud and predict trends.
Unified data
Connect all your valuable insurance data to gain a single view of the truth.
Customer Case Studies
See how organisations across industries modernised their operations with scalable BI, cloud, and analytics solutions.
Power BI Financial features
Looking to get ahead of the competition in finance? We’ll help you identify the right Power BI features to leverage. Here are some key capabilities you can use with Power BI for finance.
Dynamic finance models
Use DAX to calculate insurance premiums dynamically in Power BI instead of working them out manually.
Automated reporting
Thanks to Power BI’s automatic reports, your team can focus on the stats rather than manual data entry.
Powerful capabilities
In Power BI, Microsoft combines Excel, Access, Power Query, and Power Pivot together in one unified tool.
Real-time insights
See insurance claims losses and underwriting trends in real time, so you can react right in the moment.
Understand relationships
Analyse brokers and agencies with visual reports on things like gross written premium per broker.
Analyse performance
Get insights into whether a product is performing well in a certain demographic or geographical area.
Our Power BI offering
Planning to adopt Power BI? Our business intelligence services bring 30 years of BI and finance expertise to maximise your software’s value.
Benefit from our end-to-end assistance, whether for a full project or ad-hoc support.
Get Power BI set up quickly with reduced implementation costs and a tailored BI platform.
Connect any number and type of data with pre-built integrations. We also build custom connections.
From APIs to AI, our Power BI experts will craft custom solutions to any challenge.
Get fast delivery, flawless transport, and a ready-to-go BI platform.
Get tailored data protection for Power BI that works wherever your data lives.
From minor fixes to ongoing tech support, we’re here to help.
Instructor-led Power BI training for finance teams and data analysts.
Empower your business with Power BI
Get in touch to receive answers from a Power BI consultant about:
- your estimated Power BI integration cost
- the ideal technologies for your Power BI integration
- your potential Power BI integration strategy
Complete the contact form to start your data-driven transformation.