Executive uses data analytics to improve his financial institution's performance

Data Analytics for Financial Institutions

Using your financial institution’s data to drive informative business decisions.

Data Analytics for Financial Institutions

Data is one of the most valuable assets to a financial institution. With new information being collected, updated and stored across all facets of your organization every day, how to understand and utilize that data in a meaningful way has become one of today’s most common challenges.

    Baker Tilly’s loan analytics solutions dive deep into your loan portfolio and provide valuable insights to your institution, including the ability to:

    • Identify key areas of risk within your loan portfolio
    • Monitor and mitigate credit and liquidity risk
    • Measure delinquency trends and interest at risk
    • Assess category and region-based loan concentrations

    Strong deposit relationships are crucial to a financial institution’s sustainability. Knowing your deposit opportunities and risks in combination with your customer attributes is vital in attracting and retaining deposit relationships. Our deposit analytic solutions will provide your institution with the tools to:  

    • Better understand customer behaviors and preferences
    • Analyze growth and attrition trends by product and region
    • Develop product pricing and effective marketing strategies
    • Monitor effects on margins and liquidity

    Growth is among the top strategic goals for financial institutions in today’s environment. Whether organically or through mergers and acquisitions (M&A), an analytics program can aide in expansion efforts in the following ways:

    • Analyze key performance indicators relative to your peers
    • Identify key players in the M&A landscape
    • Assess operating region specific demographics to aide in organic growth strategies