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financial-services

Accelerating Insight and Efficiency in Financial Services

Asset managers, wealth platforms, and trading firms are under constant pressure to reduce costs, streamline operations, and find a competitive edge. At Catalyst BI, we empower financial services firms transform complex data into a strategic asset that drives performance and growth.

Achieve a 60% reduction in time spent on manual data tasks, significantly improving accuracy and enabling faster, more confident investment decisions.

Empower your analysts and investment teams with the intuitive, self-service tools they need

We provide targeted data solutions designed to address the unique demands of the financial services industry. Our expertise helps firms simplify operations, scale insight, and reduce costs without disrupting core investment workflows.
Automated Research and Reporting

Free your analysts from the time-consuming and error-prone task of manually wrangling data from PDFs, spreadsheets, and disparate systems. We build automated data pipelines with robust validation and audit trails, ensuring your teams work with accurate, trusted data to make faster, more informed decisions.

AI-Enhanced Investment Insights

Go beyond traditional analytics and leverage the power of AI to uncover hidden opportunities. We deploy scalable AI and machine learning tools that enhance investment strategies, from predictive modelling and sentiment analysis to identifying complex patterns in unstructured data, giving your teams a critical analytical edge.

Unified Data Governance

Establish a single, trusted source of truth across all investment desks and business units. We help you implement robust data governance frameworks and data stewardship programs that improve consistency, enhance security, and build confidence in your data assets, which is essential for both regulatory compliance and strategic decision-making.

Self-Service Analytics Platforms

Empower your business users with intuitive, self-service dashboards and analytics tools. We create customised platforms that provide actionable insights into portfolio performance, risk exposure, and operational efficiency, allowing teams to explore data and answer critical questions without relying on IT.

Use Cases: Driving Value in Financial Services

We deliver measurable results that directly impact the bottom line. Our solutions are designed to solve specific industry problems and generate a clear return on investment.

Research Workflow Automation

Challenge: Investment analysts were spending a significant portion of their day, up to 60% on manual data preparation, gathering information from countless PDFs and Excel files. This slowed down analysis and introduced the risk of human error.

Solution: We developed and implemented automated data pipelines that extracted, cleansed, and validated data from multiple sources. This provided analysts with a unified, trusted dataset ready for immediate analysis.

Result: The solution led to a 60% reduction in time spent on manual data tasks, significantly improving accuracy and enabling faster, more confident investment decisions.
Cost Reduction in Asset Acquisition

Challenge: A global asset manager faced high operational costs associated with asset acquisition, driven by inefficient data processes and a lack of timely market insights.

Solution: By integrating disparate data sources into a unified analytics platform, we provided the firm with real-time visibility into market movements and operational bottlenecks, allowing for more strategic and cost-effective acquisition decisions.

Result: The client achieved a £1.2 million saving in lower asset acquisition costs, directly improving their operational margin.

Ready to Accelerate Your Data Intelligence?

Discover how Catalyst BI can help you automate workflows, enhance insights, and reduce costs. Schedule a complimentary consultation with one of our financial services data specialists to identify quick wins and build your roadmap for success.