Financial Services Data Platform
Unify finance, risk, customer, transaction, product, market, and operational information through governed architecture.
Financial Services Intelligence
Turn Financial Data into Risk-Aware, Customer-Centric Performance
Connect finance, risk, customer, product, compliance, operations, and market data to improve profitability, regulatory confidence, planning, and executive decision-making.
Financial Enterprise Systems
Core Banking • ERP • CRM • Risk • Treasury • Payments • Markets
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Financial Data & Intelligence Platform
SAP Business Data Cloud • Datasphere • Cloud Data Platforms
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Analytics
Planning
AI / ML
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Financial Performance Intelligence
Risk • Profitability • Compliance • Growth • Resilience
Financial Services Executive Insight
Financial institutions that connect finance, risk, customer, regulatory, and planning data can improve resilience, profitability, and decision quality. Concinnity helps create governed enterprise intelligence across those domains.
Executive priorities
Financial institutions need trusted intelligence across risk, finance, customers, and operations
Fragmented data and inconsistent definitions make it difficult to balance growth, resilience, compliance, and profitability. Concinnity helps create one governed view of enterprise performance.
01
Regulatory Complexity
Improve lineage, reconciliation, controls, reporting consistency, and confidence in regulatory submissions.
02
Risk Visibility
Connect credit, market, liquidity, operational, and concentration risk across portfolios and legal entities.
03
Margin Pressure
Understand product, customer, channel, and relationship profitability at the right level of detail.
04
Fraud & Financial Crime
Strengthen detection, alert prioritization, investigation intelligence, and monitoring effectiveness.
05
Customer Growth
Improve segmentation, retention, cross-sell, pricing, service, and lifetime-value decisions.
06
Planning Uncertainty
Connect macroeconomic scenarios, balance-sheet assumptions, capital, liquidity, and earnings forecasts.
Executive KPI view
Financial services performance at a glance
Return on Equity14.8%Shareholder Return Performance
Net Interest Margin3.42%Core Earnings Performance
Cost-to-Income Ratio51.6%Operating Efficiency
Common Equity Tier 113.7%Capital Strength Indicator
Nonperforming Loan Ratio1.9%Credit Quality Performance
Liquidity Coverage Ratio128%Liquidity Resilience
Customer Attrition-8.4%Year-over-Year Improvement
Fraud Loss Rate-11.2%Year-over-Year Improvement
Illustrative metrics are shown for design purposes. Final dashboards are tailored to each institution’s business model, risk framework, governance standards, and regulatory requirements.
Concinnity financial services solutions
Connect finance, risk, customer intelligence, planning, and AI
SAP Business Data Cloud
Connect SAP and third-party financial data while preserving business context for analytics, planning, controls, and AI.
Risk & Regulatory Intelligence
Improve lineage, aggregation, reconciliation, exposure monitoring, risk reporting, and management oversight.
Customer & Relationship Profitability
Measure customer, product, channel, and relationship economics to support pricing and growth decisions.
Capital, Liquidity & Balance-Sheet Planning
Connect earnings, capital, liquidity, funding, and macroeconomic scenarios through integrated planning.
Fraud & Financial Crime Analytics
Apply advanced analytics and machine learning to detection, alert prioritization, investigation, and monitoring.
Executive Finance & Performance Analytics
Deliver trusted views of earnings, cost, margin, efficiency, capital, liquidity, and strategic performance.
AI-Powered Financial Operations
Apply generative and predictive AI to service, operations, finance, risk, knowledge, and decision workflows.
Technology ecosystem
Financial services intelligence across SAP and modern platforms
SAP Foundation
SAP Business Data CloudSAP S/4HANASAP DatasphereSAP Analytics CloudSAP BW/4HANAFinancial Systems
Core Banking PlatformsRisk & Treasury SystemsPayments PlatformsCRM & Customer PlatformsMarket Data SystemsData & Cloud
Microsoft FabricAzureDatabricksSnowflakeAWSAnalytics & AI
Power BISAP Analytics CloudMachine LearningGenerative AIGraph & Predictive AnalyticsTransformation example
Illustrative financial services intelligence engagement
Regional Financial Institution
Creating one trusted performance view across finance, risk, customers, and capital planning
Challenge
Management reporting depended on disconnected finance, risk, customer, and operational sources with inconsistent definitions and extensive reconciliation.
Approach
Designed a governed financial services data model, integrated enterprise information, standardized executive KPIs, and enabled profitability, risk, and planning use cases.
Business Impact
Faster reporting, stronger risk visibility, improved profitability insight, more connected planning, and a scalable foundation for AI-enabled financial operations.
Financial services intelligence maturity
How mature is your financial services intelligence?
Concinnity’s future maturity assessment will help institutions evaluate data, risk analytics, profitability, planning, AI, governance, and adoption across the enterprise.
Request an Executive Assessment1FragmentedManual, siloed, reconciled after the fact
2VisibleStandard reporting and executive KPIs
3ConnectedIntegrated finance, risk, and customer intelligence
4PredictiveScenario planning and advanced risk analytics
5IntelligentAI-enabled financial decision operations
Modernize your financial services intelligence
Let’s identify the data, analytics, planning, AI, and SAP opportunities that can improve profitability, resilience, customer value, regulatory confidence, and executive decision-making.
Schedule a Financial Services Strategy Session