Finance Market Leader Spots Data Cleansing and Analytics with PowerBI

Finance Market Leader Spots Data Cleansing and Analytics with PowerBI

Tech Stack

  • .Net MVC
  • Azure cloud
  • C# Microsoft .Net
  • MS SQL
  • Power BI
  • Python

About Client

This is a well-established finance company in North America that offers portfolio management services. Their existing business system accumulated a massive amount of financial data. This made it difficult for them to align all the data and use it effectively to manage financial portfolios. They reached out to Brainvire to obtain an advanced data and money management software solution.

About Product

We analyzed the crux of the company and brainstormed about the data management solutions that can help ease the issue. After thorough analysis, we concluded that PowerBI is the ultimate solution for the company. The entire data management process from data collection to reporting can be done seamlessly through this advanced solution.
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before

The Challenges

before-ring
Analyze the Data Pattern:

The company obtained data from multiple sources and it is tricky to trace its roots.

Analyze the Data Pattern:
Our team recognized this grave issue and implemented customized data extraction methods in sync with relevant parameters. With this implementation, the client can easily trace the root source of the data and use it wisely and make the right business decision.

Solution

The Challenges

Analyze the Data Pattern:
The company obtained data from multiple sources and it is tricky to trace its roots.

Our team recognized this grave issue and implemented customized data extraction methods in sync with relevant parameters. With this implementation, the client can easily trace the root source of the data and use it wisely and make the right business decision.

Analyze the Data Pattern:

Result

  • Manage Multiple Sources
    The use of multiple algorithms made it convenient for the company to manage multiple sources from a single system.
  • Data Processing
    With the implementation of algorithms and PowerBI, the company can easily process massive data speedily, draw an accurate conclusion, and make smart decisions.
  • Reports
    PowerBI is an advanced solution and has the potential to convert lengthy data into a pie chart or any other graphical representation. This representation helped the company to boost their ROI.
  • Improved Data Management
    The company had more time and resources to invest in portfolio management. They no longer have to deal with data hassles and can concentrate on smart investment portfolio management for their clientele.

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Client Testimonials

Patricia Walters
quote icon
They help us coordinate the right skill sets, teams, and activities in order to get the job done. They transferred our platform assets, such as our servers, workstations, and databases, into their managed cloud services environment.
Patricia Walters
Founder and CEO - Creative LLC
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224 Reviews

They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.

Mike Luhtanen
Founder, Creative LLC
5
4 years ago