Financial Services Analytics

Utilize your data advantage to gain a competitive edge, whether you operate as a bank, brokerage, or wealth management firm.
Amidst an industry flooded with data, the ability to access the right information promptly can make all the difference, potentially resulting in millions of dollars in either profit or losses. Distinguished banks, wealth management firms, brokerages, exchanges, and credit card companies are gaining a competitive edge by harnessing their data to effectively handle risk, enhance sales, and cultivate more robust customer relationships. We pride ourselves on crafting cutting-edge analytics solutions tailored to the unique needs of the world’s most demanding and forward-thinking financial services firms. Our expertise enables businesses to harness the power of data, driving increased profitability, gaining invaluable insights into their customers and prospects, and effectively calculating and managing risk. With our innovative approach to data analytics, we empower financial institutions to thrive in a dynamic and competitive market.

Data and Analytics Services for Financial Service Companies

Our expertise lies in assisting Financial Services companies in achieving a comprehensive 360-degree view of their customers, portfolios, and products, facilitating informed and improved decision-making for all stakeholders. Through our solutions, we foster self-service analysis and reporting capabilities, catering to analysts, bankers, executives, and portfolio/client managers alike.

Internal and External Financial Data Integration

Streamline data cleansing, integration, and reporting across diverse sources, encompassing SavingsTracker, Blackrock, Wall Street office, Bloomberg, S&P, Moody's, Fitch, ICE, proprietary trading systems, and ERP/Sales systems.

Risk Management

Examine risk factors across income verification, loss provisions, late repayment, and credit to assess potential risks comprehensively.

Customer Analytics and Sales Performance

Leverage customer data, including card usage, preferences, reward points, churn rate, satisfaction, and loan activity, to develop precise customer profiles, enabling targeted marketing and enhanced sales through tailored service offerings.

Investment and Portfolio Management

Obtain precise, comprehensive, and timely insights into investments and portfolio performance, enabling you to assess progress and pinpoint areas for enhancement.

Branch Performance

By integrating customer demographics, branch activity, geospatial data, and market insights, we pinpoint under-performing locations, swiftly identify trends, correlations, and outliers in vast datasets, enabling informed adjustments for other branches.


Recognize and mitigate risks, meet regulatory demands, and maintain compliance.

What We Do

Parabola9 implements the best solution to transform your organization with data-driven decisions. We help you understand your data, identify trends, and make informed decisions that will help you achieve your goals. We offer a wide range of services, including data analysis, data visualization, and data-driven decision-making. We work with you to understand your needs and develop a custom solution that meets your specific requirements.


Our team helps you see the big picture with data-driven insights and a custom action plan to achieve your business goals.


Our team of experts will help you build and deploy the foundation for data analytics success, saving you time and money.


We will help you migrate your legacy data solutions to modern cloud-based platforms without disrupting your business.

Data Team

Our team of data experts can help you fill talent gaps and provide ongoing support at any level of your organization.

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Talk data strategy with an expert

Sign up to meet with one of our analytics experts who will review your data struggles and help map out steps to achieve data-driven decision making.