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 Services Operations
Financial Services Operations
Interactive analytics and key metrics overview.
FAQs
Speak With a Financial Services Analytics & Banking Intelligence Reporting Specialist
Discover how custom dashboards can drive growth for your organization.
