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Our financial services stories & insights

Explore the real‑world impact of our work across financial services, with stories and insights that reveal how data, AI, and technology deliver measurable outcomes.

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Modern Solutions for a changing
financial services landscape

Helping financial institutions accelerate with data & AI

  • Modern data foundations that unify fragmented sources, enable cloud adoption, and establish AI readiness across the enterprise. Platform acceleration, scalable data pipelines, and governed analytics capabilities power consistent, high quality decision making at scale across business, risk, and technology teams.

  • Advanced client analytics combining predictive models, segmentation, and pricing intelligence to deepen customer understanding.

    Opportunity identification and personalised insights improve client outcomes, increase share of wallet, and unlock sustainable revenue growth across products and channels.

  • Embedded controls, auditable data lineages, and robust model governance designed to meet regulatory expectations. Regulatory aligned processes reduce operational and compliance risk while improving transparency, consistency, and confidence across risk, compliance, and audit functions.

  • End to end process redesign supported by workflow automation and intelligent tooling. These capabilities increase productivity, reduce cost to serve, minimise manual intervention, and enable teams to focus on higher value activities while improving service quality and turnaround times.

  • High speed insights and advanced analytics supporting front office, treasury, and risk teams. Predictive analytics, performance dashboards, and real time views improve decision making, market responsiveness, liquidity management, and risk awareness across volatile market conditions.

  • Trusted, near real time finance and regulatory reporting frameworks that adapt to evolving regulatory standards. Improved data quality, automation, and controls reduce manual effort, accelerate reporting cycles, and strengthen confidence in statutory, management, and regulatory outputs.

  • Modern, resilient architectures delivered through stack agnostic engineering and proven delivery practices. Targeted accelerators and reusable components enable scalable, secure technology outcomes that align platform capabilities with business, regulatory, and operational priorities.

Behavioural
Client
Segmentation

A global investment bank used behavioural client segmentation, to turn fragmented trading and sales data into practical, revenue-driving action for frontline teams. In fast-moving markets, opportunity is often missed because sellers stay focused on their top accounts and insights arrive too late to act. We built a behaviour model that combines trading activity, client attributes, and sales interactions to identify emerging signals of intent, flag attrition risk early, and prioritise outreach beyond the usual top tier coverage. Alongside this, we improved data access and reporting speed so sales and desk leadership could move from slow, unreliable analysis to trusted answers in the moment.

 

The result was a clear, consistent way to understand client behaviour, focus coverage on the right accounts, and act earlier with targeted next best actions. This strengthened client engagement, improved retention, and helped teams uncover high-value opportunities that were previously hidden by slow reporting and siloed data.

Customer Story
Earlier identification of high‑value client opportunities

Behaviour‑driven segmentation highlighted emerging client activity & untapped revenue, enabling sales teams to prioritise outreach with greater precision and accelerate engagement with the clients

that matter most.

Faster, clearer insights for front‑line decision‑makers

Predictive models and unified dashboards replaced slow, fragmented reporting, giving teams instant access to the intelligence they need to act decisively in fast‑moving markets.

Increased revenue through proactive, data‑led client actions

Next‑best‑action recommendations empowered teams to intervene earlier, prevent churn, and unlock new value pools directly translating insight into measurable commercial impact.

Curious how we can improve your business's performance?

Get in touch with our team

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Equity Finance
Insights Platform

Unified equity finance analytics platform delivering trusted data, automated reconciliation, and real-time insight across trading, risk, and finance to improve profitability and decision-making.

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Aviation Finance &
Asset Management

Peraison and IBA deliver always-on aircraft portfolio intelligence, streamlining valuation governance, risk monitoring, and lease lifecycle management for faster, confident decisions today.

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Client Regulatory Reporting

Peraison built Rabobank an auditable single view of SME derivatives portfolios, automating twenty years of data for traceable remediation and faster outcomes.

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Transparent Data
Transformation

Transparent, visual ETL restored trust in HSBC reporting by making transformations traceable & business-validated, enabling single-source dashboard, eliminating duplicate manual reports, & scaling reuse.

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Fund Reporting & Portfolio Oversight

Peraison modernised Coller Capital’s fund reporting, improving pack repeatability, exposure oversight & scalable operations while preserving trusted logic & continuity.

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