Financial Services Analytics & Banking Intelligence Analytics and KPI Dashboards in Australia & New Zealand

Financial services organisations including banks, insurance companies, superannuation funds and investment firms manage complex financial products, regulatory requirements and large volumes of financial data. Leaders across the financial services sector require clear visibility of lending performance, investment outcomes and customer portfolio performance. Many financial institutions rely on fragmented reporting across core banking systems, investment platforms and regulatory reporting systems. Disconnected data often makes it difficult to monitor financial product performance, customer growth and financial risk exposure. Roar Data builds integrated Power BI analytics platforms that unify banking systems, investment platforms and enterprise financial data into real-time dashboards. Financial services organisations gain clear visibility of lending performance, portfolio growth and operational KPIs across their financial operations. Roar Data provides financial services analytics and Power BI dashboard solutions that help banking leaders, investment managers and insurance executives monitor financial performance, portfolio outcomes and operational metrics using integrated analytics dashboards. By connecting core banking systems, investment platforms and regulatory reporting systems, organisations gain real-time visibility across financial services operations.

Who This Solution Is For

Banking executives responsible for lending performance, customer growth and financial risk management across retail and commercial banking operations

Insurance leaders monitoring policy performance, claims processing and underwriting profitability

Superannuation fund managers analysing fund performance, member growth and investment outcomes

Wealth management and financial advisory firms tracking client portfolios, investment performance and revenue growth

Data and technology teams integrating core banking systems, financial platforms and regulatory reporting systems into unified financial services analytics dashboards

Common Financial Services Analytics & Banking Intelligence Reporting Challenges

Fragmented reporting across core banking systems, insurance platforms and investment management systems

Limited visibility of customer portfolio performance and financial product profitability

Manual reporting processes for regulatory compliance and financial reporting

Difficulty monitoring lending performance, claims processing and investment outcomes

Disconnected reporting between financial product teams, risk teams and executive leadership

Limited insights into customer behaviour, portfolio growth and product performance

Financial institutions lacking a unified dashboard for financial services performance

Financial Services Analytics & Banking Intelligence Analytics Use Cases

Banking performance dashboards tracking lending activity, deposits and customer growth

Insurance analytics dashboards monitoring claims performance, policy profitability and risk exposure

Superannuation fund dashboards tracking member growth, investment returns and fund performance

Wealth management dashboards analysing portfolio performance and investment outcomes

Financial product dashboards monitoring revenue, margins and product performance

Regulatory reporting dashboards supporting compliance reporting and financial transparency

Executive dashboards providing portfolio-level visibility across financial services operations

Key Financial Services Analytics & Banking Intelligence KPIs

Banking Performance

  • Loan portfolio growth
  • Deposit growth
  • Net interest margin
  • Customer acquisition rate
  • Non-performing loan ratio

Investment & Fund Performance

  • Investment return
  • Assets under management
  • Portfolio growth
  • Fund performance
  • Investment risk exposure

Insurance Performance

  • Claims ratio
  • Policy renewal rate
  • Premium growth
  • Underwriting margin
  • Claims processing time

Financial Services Analytics & Banking Intelligence Data Integration

Seamlessly connect and analyze data from your core Financial Services Analytics & Banking Intelligence systems.

  • Temenos Core Banking
  • Finacle
  • FIS Banking Platform
  • nCino
  • Guidewire Insurance Platform
  • Charles River Investment Management
  • Morningstar Direct
  • Superannuation Administration Platforms
  • Wealth Management Platforms
  • Core Banking Systems
  • Investment Management Platforms
  • Regulatory Reporting Systems
  • Risk Management Platforms
  • SAP
  • Oracle Financial Services
  • Microsoft Dynamics 365
  • SQL Server
  • Excel

Financial Services Analytics & Banking Intelligence KPI Dashboard Example

Explore interactive visualizations tailored for Financial Services Analytics & Banking Intelligence operations.

Financial Ops

Financial Services Operations

Interactive analytics and key metrics overview.

SYSTEM LOAD

73%

+1.1%vs last mo
THROUGHPUT

576 MB/s

-1.5%vs last wk
UPTIME

99.83%

+1.1%vs target
EFFICIENCY

78%

+0.3%yoy

FinancialServices Performance

Core metrics tracking

Live view

Regional Distribution

Click a bar to focus (Top 7)

Live view

FAQs

Speak With a Financial Services Analytics & Banking Intelligence Reporting Specialist

Discover how custom dashboards can drive growth for your organization.