Data Use Cases in Financial Services & Insurance

Case Studies


two men shaking hands making a deal

Insurance broker gains powerful sales and marketing insights with Power BI-based self service reporting from Adatis

A third-party insurance broker couldn’t get the granular insight it needed to target sales and marketing campaigns effectively. They needed detailed geospatial and demographic insights to know where to target campaigns. Adatis showed that Power BI was capable of delivering the required insights.

The company can now get access to powerful, self-service data visualisation and reporting.

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City of London Private Bank creates new Loan to Value Production system with Help of Adatis

This private bank were seeking a new accurate and efficient way to flexibly calculate their key loan to value metrics.

Adatis needed to implement a mathematical model within their ETL process to help predict the risk associated with their lending activities. With the risk of loans falling into negative equity being a key concern for lenders, the ability to automate part of the risk assessment calculation allows those involved to identify risky loans faster, and plan to mitigate the issues presented quickly.

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