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Transparent
Data
Transformation

Peraison helped HSBC restore trust in business reporting by replacing black-box transformation with a transparent, visual approach that business users could validate step by step.

Concerns about data accuracy had blocked adoption of a central reporting dashboard and drove teams to recreate conflicting manual reports, increasing cost and slowing decision making.

We implemented a visual ETL capability that made cleansing, transformation, and categorisation logic fully visible, enabling rapid tracing of differences and direct business validation of how numbers were produced.

With trusted data flows in place, teams aligned on a single source of truth, dashboard adoption increased immediately, and duplicated reporting effort was removed, creating a repeatable model HSBC chose to extend into other areas.

Customer Story
Full business adoption of the central dashboard

Restored confidence in the numbers drove full adoption of the central reporting dashboard, replacing fragmented reporting with one consistent view

Reduced operational cost by eliminating
duplicated reporting

Business teams stopped producing manual reports once transformation logic became transparent and verifiable, removing duplicated effort and associated cost.

A repeatable data integrity model scaled
beyond the first use case

The approach established a single source of truth and a proven pattern for future work, with HSBC introducing visual ETL capabilities into other areas based on the success of the project.

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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.

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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Client Regulatory Reporting

Auditable single-customer view enabled Rabobank’s SME IRD remediation: 20-year data reconstruction, automated client files, traceable rule application, 94% acceptance, faster cheaper delivery regulator-approved.

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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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Behavioural Client Segmentation

Behavioural segmentation gave a global investment bank earlier signals on high value clients, clearer frontline insights, and revenue growth through next best actions.

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Transparent Data
Transformation

Transparent, visual ETL restored trust in HSBC reporting by making transformations traceable & business-validated, enabling single-source dashboards, 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, and scalable operations while preserving trusted logic and continuity.

Curious how we can improve your business's performance?

Get in touch with our team

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